Incoming Transmittal List View

Incoming Transmittal(s) can be organized using a Folder Tree object. Incoming Transmittal(s) can reside only under folders provisioned as “Mount Folders”. Incoming Transmittal Root folder by default, cannot store Incoming 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 Incoming Transmittal names created under it. Last part of Incoming Transmittal name, is a total count of folder items including removed items. Default count length is 5 digits.

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

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

Incoming Transmittal Folder Actions

There are many actions available to manage Incoming Transmittals folders, such as:

• Add

• Delete

• Edit

• Dissolve

• Download Structure

• Set Access

• Share Folder

• Cut

• Copy

Incoming Transmittal Table

By default, List View Incoming Transmittal Data Table displays 9 columns, such as:

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

• Name

• Date Received

• Reference Number

• From

• Created By

• Status

• Files Count

• Description

• Date Created

Incoming Transmittal Table Actions

Incoming 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 Incoming Transmittal(s)

• Delete Incoming Transmittal(s)

• Cut/Paste Incoming Transmittal(s)

• Copy/Paste Incoming Transmittal(s)

• Run an Incoming Transmittal Report

• More Options for Incoming Transmittal Table