Send Document Transmittal

Explanation

This activity is used to send a document transmittal to the receiver and to enter the information accordingly. A document transmittal can be distributed as a hardcopy, e-mail or through an FTP server.

Prerequisites

To perform this activity, a document transmittal should be created and the document issues attached should be in Released status.

System Effects

As a result of this activity, the document transmittal is sent to the intended recipients and the information is recorded in the system.

Window

Transmittals

Related Window Descriptions

Transmittals

Procedure

1. Open the Transmittals window and query for the document transmittal.
2. To send the transmittal using the wizard, select the row, right-click and then click Transmittal Assistant. The Transmittal Assistant is opened. Follow the steps in the wizard, filling in the information as required. Else, simply right-click the row and then click Send.
3. Manually send the document transmittal, if required.

Note This activity can also be performed using the right mouse button menu option on the Transmittal window or by opening the Transmittal Assistant through the navigator or Document Revisions window.