Copying a transmittal

An existing transmittal may be used as a template and copied to create a new transmittal. Transmittals can be copied in any view: Drafts, Sent items, or Archive.

To copy a transmittal:

1. In one of the transmittal views, select one or more transmittals that you want to copy.
2. Click the Save as new draft toolbutton . A dialog appears to confirm that you want to create a new transmittal.
3. Click Yes. The selected transmittal is copied to the Drafts view. If a source transmittal has a deadline, a dialog appears to warn you to verify the deadline date that was copied to the new transmittal, which might be invalid for the new transmittal.