How eTransmittal Works

Learn how easy it is to send and manage large files without the hassle of FTP issues or email drawbacks. Find out now why more pros are switching to eTransmittal for their submittal exchange needs.

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Ready for a tour? Check out the screenshots and features below.

There's No Place Like the Home Screen

When you log in to eTransmittal for your submittal exchange needs, all your key functions are readily accessible. With just a click or two, you can:

  • Create or view Transmittals
  • Upload or Search Document Index
  • Create and Manage Contacts
  • Create and Manage Projects
  • View Status and Label Reports
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Web Based Online Sharing Managed File Transfer Submittal Exchange Document Management

Electronic Submittal Exchange Managed File Transfer Document Transmittal

You're Ready to Send a File

Creating a new Transmittal for your submittal exchange is a snap. With easy to use drop-down menus and our 'shopping cart-style' approach, you can quickly add files, recipients and more.

It only takes 4 quick clicks and a few seconds to get your files on their way!

  • Step One: Choose the Company
  • Step Two: Choose the Project
  • Step Three: Select Contact(s)
  • Step Four: Select Files

Just click 'Send' and you're done!

Of course, there are many optional functions available such as comments, applying custom labels, purchase order numbers and setting document expiration dates.

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Juggling Multiple Projects at Once? Not a Problem!

Never miss another deadline with eTransmittal's project management functions, allowing you to view and mark files with status notes such as Approved, Pending, Needs Revision, Not Approved and More.

Easily organize project files and govern the submittal exchange and managed file transfer progress from start to finish.

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Project Information Online Sharing Submittal Exchange Management

Big File Online Sharing Submittal Exchange Managed File Transfer Software

A View From the Other Side

Once your transmittal is sent, your recipient(s) will get an email that looks like this.

Because eTransmittal operates in The Cloud, there's no software to download!

The 'Guest" on the receiving end can quickly see:

  • A Branded Transmittal
  • The Sender's Name
  • All Attached Files
  • Any Comments You Sent
  • The Submittal Exchange

As an added security feature, your recipient(s) will take a moment to create a "Guest Account" to access only the files you send them, for current and future correspondence.

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