Welcome! In this tutorial, you'll learn the process of manually adding a transmittal within Sage Construction Management. Whether you're working through projects or leads, these steps will guide you to ensure your transmittal is submitted correctly.

Starting with Projects

From the homepage, navigate to the 'Projects' section. You may select a project from the list or use the hyperlinks provided.

Choosing the Right Project

Click on the project for which you need to submit a transmittal. Then, scroll to the 'Correspondence' section and select 'Transmittal'.

Adding a Transmittal Manually

Once you're in the Transmittal section:

• Click on 'Actions' and select 'Add Manually'.
• The project number, issue date, and transmittal number will be auto-filled but can be modified if necessary.
• Enter the subject of the transmittal. This is required.
• Fill in the type, sender, and due date. These fields are optional but recommended for clarity.

Customizing Sender Information

The 'From' field is pre-populated with your information but can be changed. You can also toggle between different addresses.

Adding Comments and Attachments

While comments are optional, you can enhance your transmittal by adding notes, links, or photos.

Referencing Items

Include any references relevant to the transmittal to ensure all information is accurately conveyed.

Itemizing the Transmittal Package

Detail the items included in the transmittal:

• Specify the item and its description.
• Quantity, return quantity, units, and 'Transmitted For' fields are optional.
• Adjust the numbers as necessary.
• Click 'Add' to include each item in the transmittal.

Uploading Files

Drag and drop files, link to existing documents, or add new files to the transmittal. If there are no files to attach, you may skip this step.

After adding your files, the transmittal is complete. You can edit it by selecting the appropriate option.

Conclusion

Following these steps will ensure your transmittal is added manually and accurately within Sage Construction Management. Remember to review all details before submission for a seamless correspondence process.