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ProjectWise Design Integration Forum Is it possible to add a recipient to a Bentley transmittal after it has been issued
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    • transmittals

    Is it possible to add a recipient to a Bentley transmittal after it has been issued

    Jeff Clarkson
    Offline Jeff Clarkson over 8 years ago

    A transmittal has been issued and we need to add an additional recipient.

    Is that possible?

    regards,

    Jeff

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    • Ajinkya Shinde
      Offline Ajinkya Shinde Sat, Sep 19 2020 3:30 PM in reply to Jutin Jussal +1
      Hello Jutin, Please go through the below links. These links will help you understand the process for how to recall Transmittal. 1. How to recall transmittal from ProjectWise explorer (With PWDM Connector…
    • Molly Watts
      0 Offline Molly Watts Tue, Sep 15 2015 8:13 AM
      Jeff, after a transmittal is issued, it cannot be changed. Your options are
      1. Recall the transmittal, make changes and resend
      or
      2. Make a new transmittal, using the initial one as a template, and change the recipient list



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    • Jutin Jussal
      0 Offline Jutin Jussal Tue, Jul 7 2020 2:02 PM in reply to Molly Watts

      Hi Molly, are these our only options after sending a transmittal? How do we do a recall? Is the best practice to just always create a new transmittal if we feel that there might have been an error in a transmittal that has already been sent?

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    • Ajinkya Shinde
      0 Offline Ajinkya Shinde Sat, Sep 19 2020 3:30 PM in reply to Jutin Jussal

      Hello Jutin,

      Please go through the below links. These links will help you understand the process for how to recall Transmittal.

      1. How to recall transmittal from ProjectWise explorer (With PWDM Connector is installed)

      https://docs.bentley.com/LiveContent/web/ProjectWise%20Deliverables%20Management%20connector%20for%20ProjectWise-v7/en/GUID-F2EFE355-ED64-491D-A8EF-4ABD304C3F95.html

      2. How to recall transmittal from ProjectWise Deliverables Management Portal:

      https://docs.bentley.com/LiveContent/web/ProjectWise%20Deliverables%20Management%20Portal%20Help-v8/en/GUID-33F3471D-2F4F-4D4F-B0B6-D09057F68D14.html

      Thank you,

      Regards,

      Ajinkya

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