About the transmittal template

The Meridian Portal integration uses a template to automatically create transmittals to include in packages that are transferred to Meridian 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.

  Note    

  The helper method WriteCell that is called by the default function accepts these parameters:

  • Package ID
  • Sheet name
  • Details area name (Details by default)
  • Details area row
  • Details area column
  • Property value
• The lower area lists the documents that are contained in the package. The column names are defined in a separate support file Column Map.xlsx that is described in About the column map.

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.