Creating a transmittal

To create a transmittal, you must first create an empty transmittal and then add documents to the transmittal. Like all other documents created by Meridian Enterprise that reside in a vault, transmittals are created from the templates of a document type. Transmittal templates are configured by a system administrator in Meridian Enterprise Configurator. For the names and purposes of the transmittal document types and templates defined in your vault, consult with a system administrator.

To create a transmittal, begin with one of the following steps:

• On the Vault menu, point to Create New, select a transmittal document type from the submenu, and then select a template from the next submenu.
• Click the New Document button on the Main toolbar.
• In any Navigation view, right-click the destination folder to display the Folder shortcut menu, point to New, select a transmittal document type from the submenu, and then select a template from the next submenu.
• The vault might be configured to prevent access to certain document types. If so, instead of sub-menus appearing as described above, the available document types and templates are presented as lists in a dialog instead. Select a transmittal document type and template and then click Create.

Then continue:

1. If the document type that you selected has property pages associated with it, they will appear for you to type any known information. Complete each property page and click Next or Finish. An empty transmittal is created in the current folder or in the folder calculated by the Field-Path definition of the vault configuration. The workflow assigned to the document type that you selected begins. When you are finished with the transmittal, its workflow can be ended and the transmittal closed as described in Closing transmittals.
2. If the document type you selected performs automatic document naming, Meridian Enterprise assigns a calculated name to the transmittal. If not, a default document name is assigned that you may overwrite with any name you want.
3. Proceed by adding documents to the new transmittal as described in Adding vault documents to a transmittal or Importing documents to a transmittal.
4. Add a transmittal sheet to the transmittal as described in Generating a transmittal sheet.
5. Select the recipients of the transmittal as described in Selecting the recipients of a transmittal.
6. Send the transmittal to its recipients as described in Sending a transmittal via email.

Note    Transmissions sent to recipients should not be expected to be returned in the same briefcase file containing revised documents. This is different from the customary use of briefcases.