Transmittals
When a drawing leaves the project, someone will later ask which revision went out, to whom, on what date and for what use. Fidrel answers that with a transmittal: a locked set of revisions issued with a stated suitability, a personal download link for each recipient, and a register that shows whose link has been opened and who has confirmed receipt.
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The drawing issue sheet is a spreadsheet, and the drawings themselves leave as email attachments. When a subcontractor disputes which revision they priced from, the answer has to be pieced together from someone’s sent items.
A layout is revised, but there is no record of who held the previous one. The ductwork installer carries on from the old revision because word of the change never reached them.
The cover note says the drawings are for construction because that was the box ticked last time. Nothing checked that the revisions had been accepted, so preliminary design information reaches the site.
Transmittals are numbered within the project, TR-001, TR-002 and onwards, and each carries one of six suitabilities, from For information and For coordination through For review and comment and For stage approval to Authorised for construction and As-built record. Issuing stamps the date and the name of the person who issued it, and from then on the database refuses any change to the transmittal or to the revisions it lists. The register can be searched by transmittal, recipient or document, and an issued transmittal prints from the browser for the paper file.
Common data environment (CDE)
Each revision in Fidrel is in one of four states: work in progress, shared, published or archived. Work in progress and archived revisions stay inside the project and cannot be issued for any suitability. Authorised for construction takes only revisions with the status Accepted or Published for construction, and As-built record only an As-constructed record. The dialog shows each document’s state beside it and highlights any that do not qualify, and the database applies the same rule again at the moment of issue.
Step 1
Start a new transmittal, give it a subject and choose its suitability, from For information to Authorised for construction or As-built record. Search the project by number or title and tick each document; it goes in at its current revision.
Step 2
Type each recipient on a line of their own, with name, company and email address, or pick people from the project’s contact register or its team. Save it as a draft while you check it, then issue it to lock the record.
Step 3
Send to recipients emails everyone with an address their own download link. From then on the register shows for each link whether it has been opened, and whether receipt has been confirmed and on which date.
Recipients do not need a Fidrel account. Each one with an email address gets a personal link to a page showing the transmittal number, subject, project, suitability, sender, issue date and message, with a download button for every document. On the same page they confirm receipt under their own name. The link lasts 30 days; after that the page asks them to request a new transmittal from the sender.
The holdings view lists each document and emailed recipient with the latest revision they were sent, when they opened it, when they confirmed it, and whether it has since been superseded. One button emails everyone holding a replaced revision, up to 50 people, a notice that names the revisions superseding theirs, and nobody is told twice about the same new revision. Another opens a new transmittal with the current revisions and those recipients already filled in. The old transmittal’s link page marks the replaced revision and names the one that superseded it.
A recipient can download each document and confirm receipt; there is no way to reply, comment or return a file through the link. Links run for a fixed 30 days with no password, and a link marked Opened tells you the page was viewed, not which files were downloaded. Only recipients sent a personal link are followed up: a name without an email address appears on the printed transmittal but not in the holdings view. One transmittal can be emailed to at most 50 recipients, and one person can make at most 20 sends an hour. The UK labels carry the familiar S1 to S4 and A prefixes, but the six suitabilities are a fixed list a project cannot extend, and Fidrel makes no claim of conformance with ISO 19650. Recipients get no ZIP of the whole set, the transmittal register has no export, and confirming receipt is not an e-signature.
Your trial applies to your first own project and starts when that project is created. No card required. Afterwards, choose card or invoice to continue.
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Read moreFor each issue, yes. It records which documents went to whom, at which revision, with which suitability and on what date, and it prints from the browser. Fidrel does not produce one sheet that charts every issue across the whole project.
No. Each recipient with an email address gets a personal link that opens the transmittal and its downloads without signing in. The email says the link should not be forwarded, and it expires after 30 days.
No. Issuing locks it, and the database refuses any change to the transmittal or its list of revisions. A draft can still be edited or deleted; once issued, a correction goes out as a new transmittal.
The register shows each emailed link as opened, with a count, or not opened, and whether receipt was confirmed and when. It does not record which individual files were downloaded.
No. Work in progress and archived revisions cannot be issued. Share the revision first; for Authorised for construction, an administrator or document controller must first set it to Accepted or Published for construction.
The holdings view marks each recipient’s copy as replaced. From there you can email all of them in one step, then start a new transmittal with the current revision and the same people filled in.
