Transmittals - Default Data

Who can use it?	Where is it?
Administrator System Administrator	Default Data > Transmittals

Transmittal Reasons are created to explain why the transmittal summary document is being sent to the project contacts. i.e. Tender, or Updated Documents. Transmittal Reason codes and descriptions can be shown on Transmittal Summary documents. Some suggested Transmittal Reasons have been added to your Synergy database as part of the 4.8.5 release upgrade.

Create transmittal reasons by:

1. Go to Default Data > Transmittals > Transmittal Reason.
2. Click into the Code field next to the add symbol .
3. Type a Reason Code (1 - 2 characters)
4. Type a Description.
5. Repeat for each additional Reason that is required.
6. Save .

Transmittal Methods are created to explain how the transmittal will be sent to the project contacts. i.e. Email, Courier, Mail etc. Transmittal Method descriptions and codes can be displayed on Transmittal Summary Documents. Some suggested Transmittal Methods have been added to your Synergy database as part of the 4.8.5 release upgrade.

Create transmittal methods by:

1. Go to Default Data > Transmittals > Transmittal Method.
2. Click into the Code field next to the add symbol .
3. Type a Method Code (1 - 2 characters)
4. Type a Description.
5. Repeat for each additional Method that is required.
6. Save .

Click the Undo button and the list refreshes to only display the saved rows. The Undo button is found in the top toolbar for each of the default data functions.

Use the refresh button to remove any unsaved data from the list. This returns the list to display the current saved default data, removing any unsaved new or edited data from the list.

1. Select the row in the list.
2. Click the delete button in the toolbar.
3. The list will update to show the row is deleted.

If a row has been used in a transmittal then it cannot be deleted. Make a row 'Inactive' to stop users from being able to select this entry in drop down lists when creating the next transmittal summary document.

Make a row inactive by:

1. Selecting the row in the list.
2. Uncheck the 'Active' box.
3. Save .

The transmittals default data lists automatically display all 'Active' rows. Use the list filter to view inactive rows.

The list filter options are:

1. AllBoth active and inactive rows are shown in the list.
2. ActiveOnly Active rows are shown in the list. This is the default list filter.
3. Not ActiveOnly Inactive rows are shown in the list.

Export the data from any list view in either MS Excel® format or using Synergy reports. Use the Synergy report option if you want to create a PDF file with the list data, or email the list data to a Synergy staff member or contact.

1. CodeSetup the reason code which can be displayed on Transmittal Summary documents. This is a short description of the reason for sending the transmittal to the project contacts, and is normally kept to 1 or 2 characters in length to ensure the text fits within the summary document column width.
2. DescriptionSetup the reason description which will be shown in drop down lists throughout Synergy, and can be added to Transmittal Summary documents. The reason description outlines why this transmittal is being sent to the Project Contacts.
3. ActiveBy default all Reasons are marked as active. Uncheck the active box to make the record inactive to stop further use. It is required to make a row inactive instead of it being deleted, if the row details has already been used on a Project Transmittal.

1. CodeSetup the sending method code which can be displayed on Transmittal Summary documents. This is a short description of how the transmittal document will be sent out to the project contacts is normally kept to 1 or 2 characters in length to ensure the text fits within the summary column width.
2. DescriptionSetup the method description which will be shown in drop down lists throughout Synergy, and can be added to Transmittal Summary documents. The method description outlines how this transmittal is being sent to the Project Contacts.
3. ActiveBy default all Methods are marked as active. Uncheck the active box to make the record inactive to stop further use. It is required to make a row inactive instead of it being deleted, if the row details has already been used on a Project Transmittal.