Transmittal Methods

There are multiple ways of transmitting an issue from CMap-PIM, depending on what works for you. In this article, we will outline what these options are and how they work. 

Please note if you want to use the Copied CheckPoint link or Email with CheckPoint link options, you'll need the CheckPoint add-on.

Methods available

• Email As Attached Files:

The revisions will be attached directly to an email, along with the transmittal document.

This email is also customisable using a template in the Hubsite. Contact CMap PIM Support team if you would like to customised. 

When using the 'Email As Attached Files method' make sure your issued files are under 5MG or the recipients' mail box might reject the email.

• Export As Zip File For Download:

For this method the transmittal is not directly send to the recipients, but instead the sender can download the transmittal as a zip file and manually send the transmittal to the recipients.

Downloaded zip file could be sent via a Third Party, but the method issue is still stored within CMap-PIM.

To download the zip, select the transmitted issue in the Transmittals list, and under Download click Download Transmittal.

Please note, this method does not send an email to recipients.

• Email with CheckPoint Link:

The recipient will receive an email with a link to view the issued revisions in CheckPoint.
Here the recipients can download the revisions and the transmittal document.
Users can view recipient activity and manage access to the CheckPoint sharing link from CMap-PIM.

This email is also customisable using a template in the Hubsite. Again, contact CMap PIM Support if you are interested in this. 

• Copied CheckPoint Link:

For this method the transmittal is not directly sent to the recipients, but instead the sender can generate a link to the CheckPoint transmittal where the issued revisions are stored. Here the recipients can download the revisions and the transmittal document.

To use this method, the sender will copy the generated link and send it to the recipients using a method of their choice such as Teams or via an email.

To generate the link, select the transmitted issue in the Transmittals list, and under Share click Create CheckPoint link to Copy.

Similarly to the Zip File method, even though the generated link might be sent using a Third Party, the method issue is still stored within CMap-PIM.