View the Transmittal Setup

View the Transmittal Setup
The transmittal setup is a set of options used to create a transmittal package. Options include
transmittal package format (ZIP, self-extracting EXE file, or folder), transmittal package file name,
email options, and so on. You can save multiple transmittal setups.
1. In the Create Transmittal dialog box, click Transmittal Setups.
2. In the Transmittal Setups dialog box, click Modify.
3. In the Modify Transmittal Setup dialog box, under Transmittal Package Type,
click the arrow to expand the list.
You can create a transmittal package as a ZIP file, a self-executing EXE file, or a folder.
Leave this setting at ZIP.
4. Under Transmittal Filename, make sure that Prompt for Filename is selected.
5. Under Transmittal Options, make sure that Include Fonts and Include Sheet Set
Data and Files are both selected.
6. Click OK to close the Modify Transmittal Setup dialog box.
7. Click Close to close the Transmittal Setups dialog box.
Do not close the Create Transmittal dialog box.
Add a File to the Transmittal Package
Before creating a transmittal package, you can include additional files. Here, you add a Microsoft
Word document.
1. In the Create Transmittal dialog box, on the Files Tree tab, click Add File.
2. In the Add File to Transmittal dialog box browse to the My
Documents\Tutorials\CreateTransmittal folder, select Additional Notes.doc, and click Open.
On the Files Tree tab, under User Added Files, notice that Additional Notes.doc is now
listed.
You can include any type of file (Word documents, Excel spreadsheets, PDFs, and so on)
in the transmittal package.
Do not close the Create Transmittal dialog box.
Create the Transmittal Package
Next, you create the transmittal package and save it as a ZIP file.
1. In the Create Transmittal dialog box, click OK.
2. In the Specify Zip File dialog box, accept the default file name, and click Save.
The transmittal package is created (this may take a few seconds). The transmittal is a ZIP
file. You can send this file to consultants and clients via email.
3. To close the Washing Unit sheet set, in the Sheet Set Manager, on the Sheet List
tab, right-click Washing Unit, and on the shortcut menu, click Close Sheet Set.