Customizing the Transmittal Management Module

The Meridian Transmittal Management Module provides the basic functionality necessary to create and manage transmittals and submittals. But because every organization’s engineering processes are different, additional customization may be necessary to meet your organization’s specific requirements or to exploit the module’s full automation capabilities.

If you want to customize the Meridian Transmittal Management Module yourself, we recommend you begin by programming with transmittal properties:

• Property value assignments
• Property defaults
• Transmittal file names

Use the VBScript objects in the Briefcase Events group, and the properties and methods of the Document.BriefCase property for these purposes. Additional objects and events are listed in VBScript reference.

You can then progress to customizing transmittal interaction with workflow events and automating email notifications using the objects and events associated with the workflow types that meet your requirements. Complete descriptions of the VBScript features of Meridian Enterprise are described in the BlueCielo Meridian Enterprise VBScript API Reference .

For even further customization, consider collaborating with a database administrator to generate reports with external applications (not included with Meridian Enterprise) Started from within Meridian Enterprise as described in the BlueCielo Meridian Enterprise Configuration Guide. You may then want to add columns to the transmittal database for tracking even more information about your transmittals and submittals. The schema of the transmittal database is described in Transmittal database schema.

For expert consultation in implementing and customizing the Meridian Transmittal Management Module, contact the BlueCielo ECM Solutions Professional Services group.