Sending packages
When you have finished adding documents to a package, you can send it to Meridian Portal where it can be downloaded by the package recipients.
To send a package:
- Right-click the transmittal sheet for the package that you want to send. The shortcut menu appears.
- Point to Document Workflow, and then click Send Out. The Execute transition ‘Send Out’ dialog box appears.
- Click options or type values using the descriptions in the following table.
- Click Finish.
| Option | Description |
|---|---|
|
Package group |
|
|
Type |
The type of package. |
|
Name |
The name of the package. |
|
Description |
The description of the package. |
|
Send out immediately |
Sends the package immediately after you click Finish. Otherwise, the package is sent at the next scheduled interval. |
|
Notify recipient |
Sends an email message to the package recipients to alert them about the package. |
|
Update transmittal on send |
Updates the property values in the transmittal sheet to reflect the current values of the package documents, for example, revision numbers. |
| Details group | |
|
Issue reason |
Select a reason from the list for which you are issuing the package . |
|
Due date |
Select a date when you expect a response from the recipient. |
|
Package number |
The unique identifier of the package. |
|
Include source |
Includes the document source files in the package. |
|
Include rendition |
Includes the document rendition files in the package. |
|
Include transmittal sheet |
Includes the transmittal sheet in the package. |
|
Send read-only |
Locks the documents in the package from being overwritten by changes. |
|
Assign to |
Select the primary recipient from the list. |
|
Distribute to |
Select additional recipients from the list. This option is available only if Send read-only is enabled. |
The transmittal sheet and its linked documents (the package contents) are routed in a workflow to the user Meridian360 and the Status is changed to Sent Out. You can view the workflow as described in Viewing the current workflow. After a few minutes, the recipient of the package will receive an email notification that contains a link to the package in Meridian Portal. They can see the package as described in Viewing packages and work with it like any other package.