Creating a briefcase transmittal document

A Meridian transmittal document is a Meridian report that contains information about the documents in a briefcase such as their names, revision numbers, comments, and so on. The report format is determined by a system administrator. A transmittal can be included in a briefcase to help the recipient of the briefcase better understand its contents and a copy can be stored in the vault as a permanent record.

To create a briefcase transmittal document:

1. On the Vault menu, click View Briefcase. The Select Briefcase dialog box appears.
2. Select an existing briefcase for which you want to create the transmittal and click Select. The Briefcase dialog box appears, showing the contents of the briefcase.
3. Click the Generate transmittal button . The Generate Transmittal Sheet dialog box appears. Select options using the descriptions in the following table and then click OK. The Select Folder dialog box appears.

4. Select a destination folder in the vault to store the new transmittal document and click OK. What happens next depends on how the system administrator has configured the briefcase template used to create the briefcase.
   
   The transmittal document is generated from the report template that is assigned to the briefcase template from which the briefcase was created. If the briefcase template specifies a document type for the report that uses wizard pages for user input, those pages are displayed during report generation, similar to any other document being added to the vault. The transmittal is stored in the folder you selected. If you selected the Include Transmittal in Briefcase option, a copy of the transmittal is also placed in the briefcase.
5. You can view the transmittal document by selecting it in the briefcase and clicking the View button . The transmittal opens in a new viewer window.