Transmittals Made Easier
Project transmittals containing several items have previously required the manual addition of each document or software item individually. Now, all the items required for a transmittal can be added at once through a single dialog. This will save time and simplify the process of getting the transmittal to the customer.
Filtering & Selections
The Multi-Add dialog lists all the document and software revisions available for the project, minus any that have already been added to the transmittal. This list can be filtered according to item type, transmitted status, and by keyword. Selections made at any point within the dialog are remembered, even if the selection is no longer displayed due to the filters chosen. This allows you to search for an item, select it and then continue searching without having to scroll through a large list or open another window. The transmittal reason and comments due date are based off of the default values and are applied when the item is selected. Before saving, all the selections can be reviewed by clearing the filters and then choosing the selections only option.
The Multi-Add option simplifies and speeds up the already valuable functionality of electronic transmittals within GrandView.
Peter Forney
GrandView Business Solutions Developer