Each transmittal you create requires that you assign a purpose to the transmittal. The purpose controls:

• which reply actions are turned on or off by default for each participant that is manually added as a recipient to the transmittal draft
• which response options the recipients can choose from, if they are required to respond
• whether or not the confidential setting is turned on or off by default in the transmittal
• which related distribution rules you can apply to the transmittal, if distribution rules are configured for this project

Each project contains a set of default purposes. You can edit the name or settings for any of the default purposes, add new purposes, change the order in which they appear in the Transmittal Draft dialog, or delete any purposes you do not need.

These are the default purposes:

• For Review
• For Approval
• For Information
• For Construction
• For Design
• For Estimation

Each purpose contains two reply actions which you can turn on or off as needed: Acknowledge and Response. When a reply action is turned on in the purpose and you apply the purpose to a transmittal draft, the reply action will be turned on by default for each recipient that you manually add to the transmittal, and can also be turned off for each manually added recipient as needed. When a reply action is turned off in the purpose, then the reply action will be turned off by default for each recipient that you manually add to the transmittal draft, and cannot be turned on.

For each purpose you can also turn on the Confidential data included setting. When this setting is on and you apply the purpose to a transmittal, the transmittal is automatically marked as confidential. Whether you turn the confidential setting on or off in the purpose, you can always manually turn the confidential setting on or off in the transmittal draft.

When a purpose requires a response, you can configure what response options the recipients who are required to respond will be able to choose from. When a response is not required, the recipient is not able to respond and therefore is not provided a list of response options.

Each response option consists of a name and an icon.

These are the default response options:

• Approved - by default contains the Approved response type and icon
• Approved with comments - by default contains the Approved with comments response type and icon
• Rejected - by default contains the Rejected response type and icon
• Revise / resubmit - by default contains the Revise / resubmit response type and icon
• Will not respond - by default contains the Will not respond response type and icon

When a response is required for a purpose, the purpose must contain at least one positive response option, at least one negative response option, and the Will not respond response option.

You can add new response options to the purpose, modify existing response options, remove response options, and change their order in the list. The order in which the response options are listed in the purpose is the order in which they will appear to the recipient.