The Meridian360 Portal integration uses a template to automatically create transmittals to include in packages that are transferred to Meridian360 Portal. The transmittal template resides in the vault after you import it as described in Importing the support files. The transmittal template is a MS Excel workbook named Transmittal package.xlsx that contains one worksheet named Documents. You can modify the worksheet to meet your own requirements.
This worksheet has these separate areas:
The upper area lists the package details. This information is customizable using the script function M360_WriteTransmittal that is imported as described in Adding the custom functions.
The helper method WriteCell that is called by the default function accepts these parameters:
Note Do not change the name of the transmittal template file. The vault location, worksheet name, and data range name are configured as described in Configuring the vault settings.