Sending a transmittal via email

When a transmittal is complete and ready to be sent to its recipients, you can send the transmittal by email easily from within PowerUser.

Note    The email addresses of recipients internal to your organization that are selected as described in Selecting the recipients of a transmittal must be set in the person’s Meridian Enterprise user account by a system administrator. The email addresses of recipients external to your organization that are selected in the following procedure must be set in your email application. A system administrator might have created proxy Meridian Enterprise user accounts for persons that are external to your organization.

Before you begin

The email addresses of the recipients will be typed in the email message for you automatically if you have selected the recipients in advance with the Select Recipients command described in Selecting the recipients of a transmittal and their email addresses have been correctly set by a system administrator.

To send a transmittal:

1. Select the transmittal in the vault for which you want to generate a transmittal sheet.
2. Click Document, point to Transmittal Management, and then click View Transmittal. The Transmittal dialog box appears.
3. Click the Send Briefcase button in the toolbar. A new email message is initiated in your default email application. The recipients’ email addresses are typed for you automatically and the transmittal is attached to the message.
4. Select additional recipients using your email address book, type a subject and body for the message, and send the message. The transmittal is sent using the information you typed.