What is the difference between a document, a transmittal, and a mail?

https://help.aconex.com/aconex/our-main-application/aconex-essentials/mail-
essentials/difference-between-document-transmittal-mail

Understand these tools, and when to use each one.

A document is a digital record of information that will be iterated on over time,
probably by different people working on the project.
Transmittals and mails are different types of project correspondence.
Documents
A document is a digital record of information that’s relevant to the project, and will
be amended and updated over time, probably by different people.
Drawings, schedules, and specifications are examples of project documents.
Documents are stored in the Aconex Document Register.
Transmittals
A transmittal is used to send updated documents to organizations working on the
project.
If you’re working with documents that will be modified over time by different users,
send them using a transmittal.
When you use a transmittal, the documents you transmit are updated in the
recipients’ document register as part of the Aconex audit trail. This can happen
automatically or manually, depending on the organization's settings.
And all the document details, including revision, revision date, and so on, are
included in the transmittal.

The transmittal includes all the details of the document being sent.
Mail
A mail is used for day-to-day questions, answers, and discussions about the
project.
Mail is used for everyday communications between collaborators on a project.
You can attach documents to a mail, but attaching them won’t upload them into the
document register—you (or the recipient) will have to do that separately. None of
the document details are captured in mail, either. The file is simply attached and
sent.
For stand-alone documents that don’t have any dependencies, or for highly
sensitive documents that should be seen by certain users only, sending by mail
may be more appropriate than uploading the documents to the register.
In a mail, attached documents appear as files. They won’t appear in the document
register unless you upload them to it.
Creating documents, transmittals, and mail
You create documents outside of Aconex (for example, using CAD programs, and
applications like Word and Excel).
To make the document a part of your project, upload it to the document register.
You can send your document to others using a transmittal you create through the
document register.
You create project mail using Aconex’s Mail module.

 email
 print

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