Transmittals & Correspondence

The Transmittals and Correspondence Log form may be used to track any form of communication that is related to the project. You may also use this form to create Transmittal Cover Sheets for official communication.

To create a transmittals and correspondence log record

1. On the View menu, click Document Control > Transmittals & Correspondence, and then select a view.
2. Click .

The Transmittals and Correspondence Log form appears.

3. Enter the following information:
• Date*: The date that the correspondence was sent or received.
• Reference Number*: The reference number for the correspondence. You can create reference numbers using both letters and numbers in the Reference Number field.
• Log As*: The type of record.
• Logged By: The name of the person who logged the correspondence.
• Closed: Select this check box if the transmittals and correspondence log record is closed and no longer requires tracking.

* These fields are required.

4. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.