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2. Once you are on the Document Details page click on the Add to Basket Button.

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From a Transmittal

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4. Click on Add to basket.

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Accessing the Basket

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Pick a folder to move the files when prompted and click Move.

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Add to Version Set

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Pick an existing Version set to add these documents to or create a new Version set.

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Distribute

Selecting this will Distribute the Documents that are selected.

Note

Click here for how to distribute documents.

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Create Tender Package

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Confirm that you would like to add these documents to a Workflow.Image Removed


Select the Workflow as desired and click Apply.

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Retire

This will retire the documents.  They will not be accessible until you restore them.

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