NEW  Viewing and editing a transmittal

You can view a transmittal by opening it from the Workroom view. After a transmittal has been created and saved as a draft, sent, or received, you must edit it to perform any further actions on it.

The actions that you can perform depend on the current status of the transmittal and where in the Workroom view it resides and include:

• Inbox – Acknowledge receipt of the transmittal.
• Sent – Close the transmittal and prevent further actions.
• Drafts – Send the transmittal package or re-open a closed transmittal.

To view or edit a transmittal:

1. In the Workroom view, find the transmittal that you want to view or edit.
2. Click the row of the of the transmittal. The transmittal opens in the View Transmittal dialog box.
3. If you want to edit the transmittal, on the ribbon, in the Transmittal group, click the icon of the action that you want to perform on the transmittal. If you want to view the transmittal sheet or edit the contents of the transmittal package, see NEW Downloading a transmittal.
4. When you are finished viewing or editing the transmittal, click the click the Close button in the upper-right corner of the dialog box or Close in the Page group. Do not click the icon in the Transmittal group on the ribbon unless you want to change the transmittal's status to Closed.