Editing the Transmittal in Word

An example transmittal is supplied as part of the installation of which you are welcome to customize as you need to match your own company standards.  However, we suggest making a copy just in case you make a mistake.  This sample document can be found here, and if doing a network deployment should be moved to a central location so everyone uses the same template:

C:\ProgramData\Xrev Transmit\Transmittal Template.docx

Please make a copy of the Transmittal before making any edits,

1. Open the Transmittal Template.docx file in Microsoft Word 2007 or later.
2. By default the Transmittal consists of 4 tables and a header/footer.
3. You may edit the header/footer as you require using standard features.  There is nothing particularly special about this.  So swap out images, or remove them all together and standard word field codes for document numbering etc. Or leave the header and footer blank if you like.
4. The trickier bits and the parts that Xrev Transmit is interested in are contained within the tables.
5. This word document has been setup using Word Styles, Color Themes and Fonts Themes.  As such you can very quickly make modifications to suit your standards by changing the Themes to match your own office standards.
6. Go to the Layout tab, and the Themes panel.
7. Use the Colors pull down to edit the color themes.
8. Use the Fonts pull down to edit the fonts used for Headings and Body text.
9. Now that you have set the Fonts and Colors to suit your needs you can begin modifying the table styles.
10. The Project Information table and Transmittal Information table don’t actually need to exist.  All the “Plain Text Content Controls” used here can exist outside of the table if you prefer.  
11. The Distribution List table and Documentation List tables must remain in tables as this is critical to how Xrev Transmit generates all the extra rows.  These tables must always be laid out so only one Recipient occupies each row and only one sheet occupies each row.
12. That said you can re-order the columns as you see fit and remove tags/columns that you do not require.
13. The “Plain Text Content Controls” can be copied around or you can place new ones from scratch – however only ones supplied within the sample document are supported.  To place new controls you must enable the Developer tab in word.  This is done through File > Options > Customize Ribbon and then checking Developer in the right hand pane (Word 2010).
14. With the developer tab enabled if you select one of the controls you can open the Properties of one of these controls.  The most important part for Xrev Transmit to successfully substitute these fields is the “Tag” field must match what we supply.  If this doesn’t match exactly the field will not be substituted.
15. To edit the table styles enable the Styles window and choose Modify Styles,
16. The Project Information and Transmittal Information tables use the Cadway Table style, so modify the settings of this table as needed to suit your requirements.
17. The Distribution List and Documentation List tables use Cadway Table 2 style, so similar modify its settings as needed to suit your requirements.  These tables are set to repeat the header row when spanning multiple pages.
18. Or course all other text, headings etc. can be changed as you require and additional disclaimers added as you see fit.
19. Hopefully this is enough information to get you started, if you aren’t that familiar with Microsoft Word then there are some great resources on the internet.  But failing this please don’t hesitate to contact our support team and see if they can assist reproducing your requirement.