Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

With the release of the Publication Space release, Transmittals have taken a back seat.

...

Now, the Transmittals (TX), while still generated in the background when any action is taken on the Publication Space, they are more of a record-keeping tool than what is used to interact with the Document Management process in the Publication Space.

How to view your Transmittals

To view the Transmittals for your project;

...

6. Click on the one you wish to view and the Transmittal contents will be shown on the right-hand screen.

Different types of Transmittals

DBDN: Download Record

This type of TX is generated automatically by the system when a user downloads documents from a Transmittal.

...

This type of Transmittal is generated when a Workflow is created on the system.

Tools available on the Transmittals

There are a number of tools available on the Transmittals.

Basic tools

The 4 buttons lets you:

Download - Download the documents no the transmittal.

...

Basket button - lets you access the basket directly (the count shows how many documents are currently in the basket).

Advanced tools

The tools drop down on the right hand side of the Transmittal provides you with some additional features.

...

Export as PDF - lets you export the transmittal as a PDF file for offline access. 

Hide the split button from Transmittals and Distribution Transmittals 

This can be found on the Publication Space > Settings tab

Image Added