Transmittals
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Keep documented records of any project-related correspondence with Procore's Transmittals tool.
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- Add Items to a Transmittal
- Add a Related Item to a Transmittal
- Configure Advanced Settings: Transmittals
- Create a Transmittal
- Customise the Column Display in the Transmittals Tool
- Delete a Transmittal
- Edit a Transmittal
- Export a Transmittal Letter to PDF
- Export the Transmittals Register to CSV
- Export the Transmittals Register to PDF
- Forward a Transmittal by Email
- Resize Column Width in the Transmittals Register
- Retrieve a Transmittal from the Recycle Bin
- Search for Transmittals
- View a Transmittal
- View the Email Correspondence for a Transmittal
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I attach multiple files at once to a transmittal?
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- How do I filter items by multi-tiered locations?
- What are "related items" in Procore?
- What granular permissions are available for the project's Transmittals tool?
- What is Procore's Recycle Bin?
- What is a transmittal in Procore?
- What is the difference between a distribution group and distribution list in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools support granular permissions?
Transmittals
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 'Standard' users can only modify transmittals that they have created.
2 When a transmittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the transmittal only if one or more statements apply:
- They created the transmittal ('Standard' only).
- They are included in the 'To' or 'CC' fields on the transmittal.
- They have the 'View Private Transmittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the transmittal's creator or is included in the 'To' or 'CC' fields on the transmittal.
Below are the notable changes to the project's Transmittals tool.
Recent Changes
No recent notable changes.