Outgoing Transmittal List View

Outgoing Transmittal(s) can be organized using a Folder Tree object. Outgoing Transmittal(s) can reside only under folders provisioned as “Mount Folders”. Outgoing Transmittal Root folder by default, cannot store Outgoing Transmittal(s). Its purpose as for other non-mounted folders is mostly for organizing. Each Mount Folder, by default requires a folder prefix which serves as a prefix for Transmittal names created under it. Last part of Transmittal name, is a total count of folder items including removed items. Default count length is 5 digits.

Transmittal naming convention follows this pattern (for example: INF-00001):

<Folder Prefix>-<Count of Folder Items (Including removed items)>

Outgoing Transmittal Folder Actions

There are many actions available to manage Outgoing Transmittals folders, such as (click on a respective link to find out more about each action, below):

• Add

• Delete

• Edit

• Dissolve

• Set Access

• Download Structure

• Share Folder

Outgoing Transmittal Table

By default, List View Outgoing Transmittal Data Table displays 8 columns, such as:

(click on a respective link to find out more about each table column, below):

• Checkbox

• Name

• To Company

• Date Created

• Created By

• Date Sent

• Status

• Age (Days)

• Description

Outgoing Transmittal Table Actions

Transmittal table actions display is varied by different role permissions constructs. These actions documented, below: (click on a respective link to find out more about each module action, below):

• Add Transmittal
• Copy/Paste Outgoing Transmittal(s)
• Cut/Paste Outgoing Transmittal(s)
• Delete Transmittal(s)
• Dropdown Options for Outgoing Transmittal
• Edit an Outgoing Transmittal
• Run Report for Outgoing Transmittal