To View a Transmittal

You can view all the components of a Transmittal as they are stored in IPM, and IPM also enables you to preview your Transmittals in PDF format to see how they will appear to the receiver once they are sent or printed out. All of these require you to follow these steps first:

  1. In the drop down navigation menu, click on IPM Document Control > Transmittals
  2. All Transmittals created for the Job will appear in the table

 

To View in IPM

  1. Double click on the subject line of each Transmittal to view it
  2. The Transmittal will open in a new box and you can view all components of it by clicking on each of the options in the drop down menu

 

To Preview the Transmittal

  1. Make sure the Transmittal you wish to view is highlighted in blue by clicking on it
  2. Click on Preview in the top menu
  3. The Report Viewer will open and display the Transmittal as it would look as a PDF file

Note: As this is simply a preview, you cannot Save or Print the Transmittal from this view. In order to do this, you must create the actual PDF file first. See the next item below.

 

 

To Create as a PDF and Print

  1. Make sure the Transmittal you wish to view is highlighted in blue by clicking on it
  2. Click on Create PDF in the top menu
  3. The PDF box will open and you can choose to Open or Save the PDF (if you choose save, open the PDF once it has been saved in your desired location)
  4. The Transmittal will open as a PDF file
  5. Click on the Print icon in the top menu