Send Options dialog box

Use this dialog box to choose whether to send a .PDF file of a site visit or a daily report via Info Exchange or as an attachment in an email message.

Choose the Method to Send the PDF

Select the transfer method from the drop-down list.

●        Choose Email as Attachment to send the PDF file as an attachment in an email message.

●        Choose Info Exchange with Options to send the PDF file via Info Exchange.

●        Choose Email with Options to send the PDF file as an attachment in an email message. This option gives you the ability to select additional project team members to send it to, and to include additional files and XREFs.

Would You Like to Record a Project Transmittal for this File Transfer?

Choose one of the following options for recording a transmittal for the file transfer:

• Choose No, Just Transfer the Files to send the .PDF file without creating a transmittal.

• Choose Yes, Fill Out a Project Transmittal to send the .PDF file and record a transmittal for the transfer.

 

To access this dialog box

You can access this dialog box in the following ways:

●        Select a site visit and click Send or Finalize and Send from the Tasks panel of the Site Visits activity center.

●        Mark the Next Action checkbox in the Site Visit form.

●        Select a daily report and click Send or Finalize and Send from the Tasks panel of the Daily Reports activity center.

●        Mark the Next Action checkbox in the Daily Report form.