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Status Needs review
Created by Guest
Created on Oct 10, 2025

Add Group or Access list as an option for sending the transmittal next to individual users

Unfortunately, Group or Access list selection option for sending the transmittal is not available at this moment. It is working just with individual users.

Practical use of functionality?

Efficiency in Communication

Instead of selecting individual users one by one, users can select a predefined group or access list (e.g., “Design Team” Document Controllers or “Contractor Reviewers”) to send transmittals.

Consistency and Accuracy

  • Ensures the correct recipients are always included, reducing the risk of missing someone important.

  • Groups can be maintained centrally, ensuring alignment with organizational roles and responsibilities.

Scalability

  • Supports large-scale projects where teams change frequently. Updating a group once reflects across all future transmittals.

  • Useful for organizations with rotating teams or external collaborators.

Audit and Compliance

  • Easier to track who received what, especially when groups are tied to roles or responsibilities.

  • Improves traceability and accountability in document control processes.

What is the impact of not doing this?

Manual Errors and Omissions

  • Increased risk of forgetting to include key recipients, leading to delays or compliance issues.

Reduced Productivity

  • Time-consuming to manually select users for each transmittal, especially in high-volume environments.

Inconsistent Communication

  • Different users may send transmittals to different sets of recipients, leading to confusion and misalignment.

Higher Administrative Overhead

  • More effort required to manage recipient lists, especially when team structures change.

Limited Flexibility

  • Harder to adapt to organizational changes or project-specific needs without group-based controls.