WEBINAR RECORDING

Create, Select and Manage Transmittals with Ease

Adept helps you create and automate transmittals in a fraction of the time—freeing up your resources for more valuable work.

Learn how to simplify the transmittal process of finding files, validating version accuracy, tracking down reference files, creating cover sheets, packaging, sending, and maintaining an auditable record.

Topics include:

• An overview of transmittals from a user perspective
• How to create a transmittal template
  • Develop a customized cover sheet
  • Add or modify clients and contacts to receive the transmittal from within Adept
• How to create the document package
  • Search and select the documents to send
  • Include or exclude related files
  • PDF or zip your transmittal and send
• How to manage your transmittal.
  • Understand the relationship between the transmittal document and all its version-specific documents
  • Create a searchable audit trail to display of all the activities related to your transmittal.