Adding An Outgoing Transmittal

To add an Outgoing Transmittal, user role must have an “add“ privilege enabled.

To create an Outgoing Transmittal:

1. Navigate to the Outgoing Transmittal’s “Detail View”, by clicking the “<List” button in the Folder tree toolbar.

2. Click on the “+” button to create a new Outgoing Transmittal.

3. Fill in all the required fields, displayed with a red border and/or a red warning text (see screenshot below).

Comments, files, and recipients can also be added.

These features are detailed in the relevant subsections.

Once the Outgoing Transmittal is created, a success alert message will appear on the top right hand corner with message: “Outgoing Transmittal has been created successfully!”

To return to the List View, click the “>” button. The new Outgoing Transmittal will be added to the folder.