Transmittal Automation

The Transmittal Automation feature makes the process of creating, sending, and tracking transmittals easy and fast, and reduces the chance of errors compared to paper-based transmittal processes. Transmittal forms are customizable and flexible to your environment and support the use of your own customized cover sheet. You can search for and select the documents to be sent with the transmittal from inside Adept’s controlled environment.

A relationship is maintained between the cover sheet and the documents being transmitted, and a historical record is maintained of which documents were sent, when, and at what version. You can add and modify clients and contacts that will receive the transmittal from within the Adept environment and the Transmittal can be automatically rendered to PDF, Zipped, and emailed.

• Make the process of creating transmittal packages fast and easy
• Ensure transmittals are tracked and managed so they can be accessed in the future
• Automate the creation of a transmittal coversheet, and maintain a relationship between it and the documents being transmitted
• Distribute transmittals to one or more contacts, selecting from a built-in address book
• Automatically convert many document types to PDF before crating the final transmittal package
• Create zip files to reduce file size
• Send transmittals via email or publish them to an ftp site