A cover letter PDF is automatically generated for and sent out with each transmittal issued from the project. The cover letter is generated from whichever cover letter template is designated as the default cover letter template in your project.

ProjectWise Deliverables Management delivers one cover letter template, which is automatically set as the default cover letter template. The delivered template is a Microsoft Excel spreadsheet that contains various variables that will be replaced with real attribute values (describing the project, the transmittal, and the documents it contains) when the cover letter is generated upon issuing the transmittal.

You can use the delivered template as is, modify it, or upload one of your own. If you have more than one cover letter template, you can select which one you want to be the default.

You can modify your template as needed prior to issuing a transmittal. Also, you will get a chance to review your cover letter PDF prior to the transmittal actually being issued. If you are not satisfied with the contents of the cover letter PDF, cancel the confirmation dialog, save the transmittal as a draft, modify your template as needed, then return to the draft transmittal and issue it again. The PDF will be generated again, at which point you can review it once more and confirm when you are ready to finally issue the transmittal.