Outgoing Transmittal Detail View
Outgoing Transmittal Detail View is used to manage a single Outgoing Transmittal data/content. Detail View displays all of the Outgoing Transmittal attributes and associations such as:
Transmittal Content - Files table
Transmittal Recipients - Recipients table
Transmittal Comments - Comments Table to collect recipient's feedback

Transmittal Detail View Actions
- Adding An Outgoing Transmittal
- Deleting an Outgoing Transmittal
- Editing an Outgoing Transmittal
- Outgoing Transmittal Comments
- Outgoing Transmittal Logs
- Outgoing Transmittals Files
- Outgoing Transmittals Generate and Email Package
- Outgoing Transmittals Generate Package
- Outgoing Transmittals Recipients
- Preview and Download an Outgoing Transmittal Report(s)
- Reopen an Outgoing Transmittal

By default Recipients, Comments, and Files tables are minimized. Pressing a down arrow button, will expand the respective section. Each table title states how many items are in respective titles. Tables with 0 items, do not display a count.
Recipients Table
Recipients Table is used to manage contacts to which Outgoing Transmittal is send to. User must have Contact Management permissions enabled in order to manage Outgoing Transmittal contacts. Each Transmittal recipient will receive a separate Outgoing Transmittal email notification with a tracking code and a Transmittal content download link. To manage Recipients refer to the following page: Outgoing Transmittals Recipients
To send out an Outgoing Transmittal, there must be at least 1 recipient added to the recipients table. If there are no items present, table border color is red to symbolize a requirement.
Comments Table
Comments Table is used to manage Outgoing Transmittal correspondence, received from Transmittal recipients or a sender. Comment replies are nested one level per each comment post. User must have Outgoing Transmittal - Edit permission enabled in order to edit Outgoing Transmittal comments, and Outgoing Transmittal - Delete to delete. To manage Transmittal Comments refer to the following page: Outgoing Transmittal Comments
Files Table
Files table is used to manage Outgoing Transmittal package content. Files uploaded or associated to the Outgoing Transmittal will be packaged as a Zip archive. Archive, also, includes a PDF Outgoing Transmittal report. User must have Outgoing Transmittal - Edit permission enabled in order to edit Outgoing Transmittal files meta data, and Outgoing Transmittal - Delete to remove files from Outgoing Transmittals. Outgoing Transmittal - Import permission must be enabled in order to allow file import into an Outgoing Transmittal. To manage Transmittal Files refer to the following page: Outgoing Transmittals Files
To send out an Outgoing Transmittal, there must be at least 1 file added to the files table. If there are no items present, table border color is red to symbolize a requirement.
In this section
- Adding An Outgoing Transmittal
- Deleting an Outgoing Transmittal
- Editing an Outgoing Transmittal
- Outgoing Transmittal Comments
- Outgoing Transmittal Logs
- Outgoing Transmittals Files
- Outgoing Transmittals Generate and Email Package
- Outgoing Transmittals Generate Package
- Outgoing Transmittals Recipients
- Preview and Download an Outgoing Transmittal Report(s)
- Reopen an Outgoing Transmittal