Transmittal Settings

This section outlines settings and customization options for generating Transmittal documents.

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Naming Rule

All Naming Rule fields in Xrev Transmit can do two things, define the name of the file, but also set the folder location for these particular documents.  Using the <> button you can add Project Information parameters from the Revit file as well as Microsoft Windows information displayed in the drop down list.  For example:

This would create a file called 12021-DocTrans-131001.pdf located in the default output location.  If I put all my document transmittals in a particular location I could do this:

or if I want my transmittal in a particular sub-folder of the default output location

This would place the transmittal in a new subfolder called Transmittal which would be created in the Default Output Location.

Using these few options nearly all folder structures should be able to be parametrically set so they work for all projects without having to make changes to the settings each time.

Transmittal Type

There are currently 3 different Transmittal Types you can create in Xrev Transmit:

1. Historical Transmittal - This transmittal uses a built-in report designer template and displays the history of all issues for a particular project.  Sometimes referred to as a Matrix Transmittal

2. Single Transmittal - This transmittal uses a built-in report designer template and only displays information for the current issue for a particular project.  Sometimes referred to as a Per Issue Transmittal

3. MS Word Transmittal - This transmittal uses a Microsoft Word template and only displays information for the current issue for a particular project.  Sometimes referred to as a Per Issue Transmittal

Use this drop down to specify which Transmittal Type you would like to use.  This drop down affects what displays in the Template section.

Template

This section dynamically changes depending on which Transmittal Type is selected. 

Historical and Single Transmittals

The Historical and Single transmittal types use high quality reporting components to generate professional Transmittal documents.  Templates are stored directly within Xrev Transmit's database in order to avoid problems with locating files when generating Transmittals.  A default template is supplied for both Historical and Single transmittals, and this can be completely customized using a powerful Report Designer.

Click the  button to select a customized Transmittal Template, create a new template, or further customize an existing template.

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See Creating a New Transmittal Template with the Report Designer for more information on customizing report based templates.

MS Word Transmittal

The Template is an MS Word (2007) document (.docx).  A sample template is installed in the following location:

We suggest making a copy of this file, placing it on a network location where all Xrev Transmit users can access it and renaming it to have a company prefix/descriptor.  This file can be modified using Microsoft Word 2007 or later to suit your company standards.  See Editing the Transmittal in Word for more information on how to modify this document.

Once created, simply use the  button to browse to the new template file and select it.

Model Numbering Rule

This setting allows you to control how the Revit Model is numbered when you choose to include it on your Transmittal.  If nothing is entered it will use the default being the Revit File Name.

Using the  button you can select from System, Xrev or Project Parameters to create your Numbering Rule.  Combine with Text to achieve the desired value.

For the above example the numbering rule defined is:

Model Naming Rule

This setting allows you to control how the Revit Model is named when you choose to include it on your Transmittal.  If nothing is entered it will use the default being the Revit Model Name parameter.

Using the  button you can select from System, Xrev or Project Parameters to create your Naming Rule.  Combine with Text to achieve the desired value.

Sheet Numbering Rule

This setting allows you to control how the Sheets are numbered on your Transmittal.  If nothing is entered it will use the default being the Sheet Number.

Using the  button you can select from System, Xrev, Sheet or Project Parameters to create your Numbering Rule.  Combine with Text to achieve the desired value.

For the above example the numbering rule defined is:

Sheet Naming Rule

This setting allows you to control how the Sheets are named on your Transmittal.  If nothing is entered it will use the default being the Sheet Name.  However, some companies use a Sheet Name and Sheet Name Line 2 approach on their Titleblocks.

Using the  button you can select from System, Xrev, Sheet or Project Parameters to create your Naming Rule.  Combine with Text to achieve the desired value.

Transmittal Parameters

If you require more than the standard built in Revit parameters on your Transmittal, perhaps for compliance with ISO19650, you may need to add custom parameters to your Transmittal Template for use in the Report Designer.  To do this, first you must add them here.

1. Select the 

    button

2. This opens a dialog to allow you to pick from parameters from your Revit Project (that you have open in the background).  First select the Category of elements you want to add the parameter from, either Sheet Parameters or Project Information Parameters, then choose from the dropdown list, the parameter you wish to add.  The Parameter Type will automatically be selected, however you can technically override it.  So you could select a Number parameter but on the Transmittal Template we could treat it as Text.
   
   

3. Select OK to successfully add this parameter.  If you now went into the Transmittal Report Designer Editor this parameter would be available for placement.