Transmittals save you time and reduces risk by allowing you to easily track all the important project documents and drawings you send – including who, what, where, when and why. A simple drawing register also allows you to plan how many drawings are needed (for projects and sub projects) and can automatically generate transmittal summary documents in Excel and PDF format.

1. What’s New
Synergy 4.8.5 Release
Drawing Register and Transmittals

2. Drawing Register & Transmittals
What is the Drawing Register?
• Tracks what drawings or documents will be created for each Project
and Sub Project.
• Track the % complete for creating each drawing.
• Link to an actual file in the Synergy Project Directory (Controlled or
Uncontrolled files).
• Select a Version of the file that is ready to be sent to clients on a
transmittal.
Drawing Register
and Transmittals

3. Drawing Register & Transmittals
Creation made easy with Drawings Copy
• Copy from an existing Project
• Copy from the Project Directory
• Copy from Templates
• Budget Templates
• Sub Project Templates
• Drawing Templates
Drawing Register
and Transmittals

4. Drawing Register & Transmittals
Link to Project Documents
• Select a file in the Project Directory
• Create multiple versions to be sent on transmittals
• Custom Version Numbers
• 1, 2, 3, etc.
• A, B, C, etc.
• AA, AB, AC, etc.
Drawing Register
and Transmittals

5. Drawing Register & Transmittals
What is a Transmittal?
• Tracks what drawings and versions are sent out.
• Tracks which Project Contacts or Staff the files are sent to.
• Tracks how and when the files were sent out.
• Creates a ZIP package file upon approval which includes all the sent
drawing files.
• Locked from further edits after being marked as Sent.
Drawing Register
and Transmittals

6. Drawing Register & Transmittals
MS Word document template
• New type for Transmittals.
• Output to PDF or Word formats.
• Display Contacts, Staff, Drawing and Project details.
Drawing Register
and Transmittals

7. Drawing Register & Transmittals
Email Transmittal Templates
Used when sending the transmittal:
• Creates the body and subject line for the email.
• Include Project or Transmittal bookmarks.
• The Package ZIP file and MS Word Transmittal document are auto
attached to the email.
• Email is addressed to the Contacts and Staff selected in the
Transmittal.
Drawing Register
and Transmittals

8. Drawing Register & Transmittals
MS Excel transmittal template
• Display the history of the last XX number of transmittals.
• Add bookmarks from the project or transmittal.
• Change the font, colours, borders and shading.
• Add your company logo.
Drawing Register
and Transmittals

9. Questions?
Call the Synergy Support Team
on +61 2 8197 9000
Click here to find out more about Drawing register and Transmittals
http://www.totalsynergy.com.au/features/transmittals