Adding Outgoing Transmittals

 Outgoing Transmittals may be added by clicking the  "New Outgoing Transmittal" icon under the Outgoing Transmittals tab.

When doing so, you will be automatically lead into the newly created Transmittal.

Outgoing Transmittal Detail View

• First, add a description for the Outgoing Transmittal by clicking in the field under the word "Description."

• Next, choose the recipients you would like to receive this Transmittal by clicking the  "Add Recipient" icon.

  • Once you have selected the appropriate recipients, click the  "Add to Transmittal" button. The window will automatically close and you will be brought back to the Transmittal detail view.

You may also add or delete Contacts from this view. See the Contacts User Guide.

Adding Files to an Outgoing Transmittal

• There are three ways to add Files:You can remove files from the Transmittal by selecting the checkbox to the left of any files to be removed, and then click the  "Delete File" link.

  • Add File: Allows attachment of a file from a local computer one file at a time.

  • Import: Opens a new window, allowing importing of multiple files from a local computer using a Java Application. 

  • Associate Files: Attach a file located in the infinitrac Library.

    • New files may also be imported to the Library from this window.