How to Create eTransmit Setups in AutoCAD

Are you using the eTransmit tool in AutoCAD? If not, you might be missing out on an easy way to help package your AutoCAD drawing or drawings with all the necessary dependencies, such as fonts, xrefs, PDFs, and more. The eTransmit tool has an internal setup that allows you to save configurations that you might need for the different clients that you have.

I’m sharing the simple steps you can take to create eTransmit setups for your various clients.

Before we begin, you should make sure your file is saved. Then, go to the Application menu, find the Publish option, and choose eTransmit.  You can also find the eTransmit tool by typing it into the command line. Once you have the eTransmit tool open, you’ll see the Transmittal Setups option on the right-hand side. In here, you can create a new setup and name it for a specific client. In this example, I’ll create a new setup called “Client A”. Now, I’ll have the ability to manipulate how I want the setup for Client A to be delivered.

Transmittal Setup option in the eTransmit screen.

Now, in the Modify Transmittal Setup screen, you’ll see several options. Here’s what those options mean.

Under the Transmittal type and location section:

  • Transmittal package type – Do you want to save the file as a folder or a zipped file?
  • File format – Do you want to save this drawing in its current format or do you need to drop it down to a previous version? For example, let’s say this client has AutoCAD 2016, which is actually in the 2013 file format. If I needed to save this to a lower version, I might want to control how the annotative objects are degraded. To do this, I can click on the option to Maintain visual fidelity of annotative objects.
  • Transmittal file folder – What location do you want to save your transmittal to?
  • Transmittal file name – Do you want a prompt for a file name or would you like to override the existing file name?
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Options in the Transmittal Setup screen.

In the lower-left hand corner, you’ll see some of the Path options for xrefs. Here’s what those options mean:

  • Use organized folder structure – Choosing this option will change your xref pathing to relative pathing. This is useful if you’re sharing this drawing with people outside your organization.
  • Place all files in one folder – Choosing this option will change everything to no path. So long as the recipient places all the files in the same folder on their computer, the drawing will open up just fine.
  • Keep files and folders as is – Choosing this option will keep intact your current settings, whether it’s full path relative or no path.

The next set of options is related to Actions, located in the upper-right corner of the Transmittal Setup screen.

  • Send email with transmittal – Choosing this option will open up your email program and attach the zip file to the transmittal or to your email.
  • Set default plotter to none – I like to choose this option since it saves your recipients from a dreaded error message when they go to print your drawing.
  • Bind external references – You can also bind your xrefs, depending on your client’s needs. I’m not a big fan of binding xrefs unnecessarily, but sometimes clients will ask for these to be bound, and this option allows you to d that easily.
  • Purge drawings – You can also set to purge your files. Be aware that if you have difficult drawings that take a while to purge, I would suggest that you don’t do that here since choosing this option will hang up the process.
  • Remove Design Feed – Choosing this option will remove the Design Feed, which sometimes has some confidential information that you may not want to send to the client.
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In the Include section of the Transmittal Setup screen, you’ll have the ability to:

  • Include fonts
  • Include textures from materials – This is helpful if you have a 3D drawing.
  • Include files from data links – This option is useful if you have some linked Excel spreadsheets that you want to include in your eTransmit.
  • Include photometric web files
  • Include unloaded file references – You can select this option if you have some xrefs that are not loaded, but you want to still want to move forward with your Transmittal package. Just know that this option is not checked by default, so if you don’t select it, anything that is unloaded won’t be transmitted.

Lastly, at the very bottom of this screen, you can type in a simple description. You can include notes about other changes that you made, such as whether you included fonts, relative pathing, etc. For my example, I’ll type in the description as “Client A – 2013 File Format – Include Fonts – Relative pathing”.

Type in a description for your Transmittal Setup.

Once done, I’ll simply click OK, and you can see the Client A setup is now part of the Transmittal Setups list. You’ll also see the description of the Client A setup here at the bottom. Now, whenever you need to use that Transmittal Setup, you can simply select it from the list and it will apply the settings you indicated.

To see how I created the Client A setup, watch the video below.

The Transmittal Setup is an excellent tool, and a great way to help you cater your drawings and files to each individual client. You simply set this up once, and you’re good to go.

Do you use the Transmittal Setup in AutoCAD? What other tips would you recommend for the setup? Share your thoughts in the comments!

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