Send Transmittal

The Send Transmittal function allows the Document Controller to officially transmit documents related to a completed workflow. This step ensures that the finalized documents are formally delivered to the intended recipients for acknowledgment and record-keeping.

Send Transmittal

1. Open the Review Task

On the Review Task page, the Document Controller can see a list of workflows that have been created and processed.

1. First, click on the Actions button (marked as 1) beside the workflow that has already been completed.
2. A dropdown menu will appear, showing two options: Send Transmittal and Document select Send Transmittal (marked as 2) to proceed. By choosing this option, the Document Controller begins the process of transmitting the document.

2. Sending a Transmital

1. Async Recipients If DC want to send asynchronous transmissions, slide the Async Recipients toggle to the right to enable asynchronous delivery for your operations team.
2. Select Recipients In the Select Recipients section, select the recipient who sent the transmittal document. Once selected, a green confirmation will appear indicating that the recipient was successfully added.

Check who sent the transmittal document

1. Click Transmittal In the left menu, select the Transmittal section to open a list of available transmittals.
2. Select Inbox Go to the Inbox submenu to view a list of incoming transmittals.
3. Check Sender In the Transmittal Inbox table, check the Sender column. This displays who sent the transmittal document.

3. Send Transmital Successfuly

After the Send Transmittal process is carried out, a notification will pop-up saying Send [Dokument Name] transmittal successfully.

4. Check in Transmittal Sent

1. Click the Transmittal menu on the left sidebar to open the transmittal feature.
2. Select the Sent submenu to view a list of transmitted messages.
3. On the Transmittal Sent page, the system will display a list of transmitted messages.