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Viewing and editing transmission properties

When documents are added or imported to a transmittal, the documents’ transmission  properties that are set can later be viewed or edited from within the transmittal.

To view and edit transmission properties:

  1. Select the transmittal in the vault that you want to view or edit.
  2. Click Document, point to Transmittal Management, and then click View Transmittal. The Transmittal dialog box appears.
  3. Click the Edit Transmission Properties button in the toolbar. The Transmission Properties dialog shows the current property values.
  4. View or edit the properties using the descriptions in the following table.
Transmission properties

Property

Description

Comments (transmission only)

Comments about the transmitted document.

Description (transmission only)

A description of the transmitted document.

DocNumber (transmission only)

The transmitter’s assigned document number, which might not be the same as in the vault.

DocURL (transmission only)

A URL where the document can be opened by Web Access.

DueDate (transmission only)

Due date of a response to the transmission.

IssueCode (transmission only)

Transmitter-assigned code for the reason that the document was transmitted.

Name

The document’s name. Read-only.

ReturnCode (submission only)

Submitter-assigned code for the reason the document was submitted (returned).

Revision

Revision number of the document being transmitted.

Status (transmission only)

Current status of the transmitted document.

Title (transmission only)

Title of the transmitted document, independent of the vault name or DocNumber value.

Related document (submission only)

The name and revision number of the transmitted document to which a submitted document is a response. Click Clear to reset the properties. Click Select to select a vault document to which you want to relate the submission.

  1. Click OK to save your changes.

Related tasks

Viewing document properties

Viewing and editing transmissions

Viewing and editing transmittal properties


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