00:09the Autodesk construction cloud you can use a transmittal to share civil 3d cloud project files
00:15to a project member or team each transmittal is recorded in a searchable log with details
00:22including the sender recipients creation date number of files and contents
00:30begin in acc with your project open to the docs module in the navigation panel click transmittals
00:39if you have existing transmittals you will be able to view the list here
00:43in this instance there are none click create transmittal in the select files dialog you can
00:52expand the project directory to select any files or folders you wish to associate with your transmittal
01:00if you select a folder all files and subfolders within it are selected too
01:05in this example select the cad files and images folders then click select files
01:12in the create transmittal dialog type a title such as utility review
01:18then click in the recipients field in the select recipients dialog choose from available project
01:26members only project members can receive transmittals in this case two members are chosen
01:35expand role to send a transmittal to all project members with a specific role
01:40or expand company to select everyone in a specific company as the recipients
01:46when finished click save back in the create transmittals dialog expand view permissions to select whether
01:54recipients can see all other recipients of the transmittal
01:59in this case recipients can only see themselves is selected
02:04in the files for transmittal section you can verify the files and folders you have selected for transmittal
02:10as well as the number of files included if needed click the x to remove files or click select files
02:18to
02:18include additional files in the message field type a message to your recipients when you are finished click
02:27create a confirmation message appears in the log the transmittal displays as an individual row and includes the
02:37status an id the title who it was sent by the recipients the time and date it was created on
02:45and the number of files
02:48click on a transmittal to view its details and contents
02:52by default the folder view displays but you can also select the file view
02:58click a file to open the version that was current when the transmittal was created as listed in the version
03:03column
03:05you can also click the path to open the folder where the file exists
03:10you can see when the file was last updated and who it was updated by
03:15the description and review status columns are automatically populated
03:19if the corresponding fields are populated in the files area
03:24to demonstrate this in the navigation panel click files then cat files
03:31next to siteplan.dwg in the description column click edit and enter custom description
03:40this description will now be included in any transmittal with this file
03:45the review status column displays the status for the review if a review procedure is associated with the file
03:53back in the transmittals area select the transmittal from the log
03:58notice in the details on the right that you can see who sent and received the transmittal
04:04you can also send a transmittal directly from the files area
04:09select files and in the file list select the checkbox next to cat files
04:16now click the more menu where you can select create transmittal
04:21this opens the create transmittal dialog box where you can fill in the appropriate information
04:27just as you did for transmittal number one
04:30in this case a recipient is selected and a message is typed before clicking create to send the transmittal
04:38now look at the transmittal email just sent in outlook
04:43this is what the recipient sees and includes the transmittal title message and number of documents
04:51clicking the view transmittal link opens the transmittals feature
04:54where the recipient can toggle between the folder or file view
04:59notice the description included here for the siteplan.dwg
05:05recipients can click and view the respective version of the shared files
05:09or they can click download zip files to add them to their local drive
05:14here windows explorer is open to view the downloaded files
05:19for a more formal record of the transmittal the recipient can also expand download zip files
05:25and select export report to create an excel file
05:29clicking the download opens the excel file which highlights the contents of the transmittal in a
05:35two-page document a cover page with basic transmittal information and a more detailed
05:40file sheet with the associated metadata close the excel file
05:47returning to transmittals in the log you can see that each transmittal has a more button
05:53click more and you can download zip files export the report or if you are an administrator or the
06:00person who created the transmittal you can toggle on and off the option for recipients to view others
06:05who received the transmittal as you create more transmittals you can use the search and filter
06:11features to find and sort specific transmittals for example type cad in the search field and click search
06:19to display relevant line items close the search and click filter to open the filter panel here
06:27you can filter by sender or by time be aware that when you create transmittals you may not receive
06:35transmittal emails instantly to adjust this click your profile and select notification settings
06:44expand the notification types and in the transmittals row click in the frequency column
06:51select instantly to receive this notification as soon as it is available
06:57when you use a transmittal to share files you are adding to the searchable archive of all
07:02contents shared between stakeholders throughout the history of the project
07:06now you understand how to use create view and manage
