Transmittals¶
For: all users
A transmittal is the formal record of issuing a set of documents to a set of recipients at a point in time. It is intended to answer the question "who got what, and when?" — and in Fluvial it's a native action, not a manual email exercise.
Draft vs issued¶
A transmittal has exactly two lives:
| Draft | Issued | |
|---|---|---|
| Documents | Add, remove, replace freely | Frozen forever |
| Recipients | Edit freely | Snapshotted at issue |
| Approvals | Collected (reset if documents change) | Recorded as at issue |
| Editable? | Fully | Never — only resend and share |
| Deletable? | Yes | No |
Sent the wrong thing?
You can't edit an issued transmittal — that's the point. Instead, issue a correcting transmittal with the right documents, and if needed revoke the share links. See What if I issue the wrong file?
What issuing actually does¶
When you select Issue (and the issue gate is clear), Fluvial:
- Locks the transmittal and snapshots its recipients.
- Generates the transmittal PDF — the cover sheet, carrying your company logo.
- Emails each recipient individually with the transmittal PDF attached and a private portal link. Documents are never attached to emails — recipients download them from the portal, which keeps large drawing sets out of inboxes and lets you see who accessed what.
- Writes the audit trail and starts the access history.
Recipients and "No distribution"¶
Recipients come from the project's contact groups — a transmittal is addressed to a group, not to individual email addresses (see Contacts and contact groups). If a transmittal is distributed outside Fluvial (say, via a manual email), select No distribution — the record is still created, but no emails are sent. A transmittal can't be issued until you've made one choice or the other.