NEW Understanding the Workroom view


	BlueCielo Meridian Project Portal 2012 User's Guide \| BlueCielo ECM Solutions

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NEW Understanding the Workroom view

The Workroom view shows the transmittals that you have created or received and their current status. The Workroom view appears when you click the Workroom tab. The Workroom view looks similar to the following figure.

The following table describes each feature of the Workroom view.

Features of the Workroom view
Number	Name	Description
1	Folders	Inbox – Transmittals sent to you for action Sent – Transmittals that you have sent Drafts – Transmittals that you have created but not yet sent
2	Refresh	Click to update the view to show new transmittals.
3	Status filter	Click a status to filter the view to show either open or closed transmittals.
4	List header	Names of the properties shown in the active list. The name of the column upon which the list is currently sorted is shown in bold text. Click a column heading to sort on that column. Click the heading again to sort in the reverse order. The sorting order is indicated by icons: ascending (up arrow) and descending (down arrow).
5	Number	Incremental number configured by a system administrator and automatically assigned to each transmittal upon creation.
6	Filter	Type text in the text box and click Filter to limit the transmittals that are listed. The filter is applied to visible fields of the view.
7	Title	Name assigned by the transmittal's creator.
8	Date received	The date that the transmittal was received in the recipient's Inbox.
9	Sender	The name of the person who sent the transmittal.
10	Status	Current status of the transmittal. The possible values are: Acknowledged – The recipient has viewed the transmittal and acknowledged receipt of it. Closed – The transmittal has been closed by the sender. Ready for transmittal – A draft has been created and is ready to be sent. Received – Received in the recipient's Inbox. Retrieved – The recipient has downloaded the transmittal package. Sent – Sent to the recipient.

Related concepts

NEW About transmittals

Related tasks

Creating a transmittal

NEW Viewing and editing a transmittal

NEW Downloading a transmittal

NEW Closing a transmittal