Associating documents with the transmittal form |
To associate documents with a transmittal form, perform the following steps:
1.Access the Management Document transmittal form menu.
2.Select the desired form in the list of pending records and click on the button.
3.On the transmittal form data screen, access the Details tab in the Object section.
4.To associate the desired document, click on the button on the side toolbar of the section.
5.At this point, the document selection screen will be displayed. To do that, perform the following steps:
a.Locate the desired documents. To do that, use the search filters as desired and click on the Search button.
b.According to the values entered in the filters, the result will be displayed in the list of records. Only the documents whose status is not "Indexing", "Cancelled" and, in specific situations, "Released" will be displayed, as well as those to which the logged user has the View control enabled in the security list. Hold the SHIFT or CTRL keys down or check next to each document to select more than a record at a time.
c.If the document transmittal form where the documents are being associated, is a document input with check-in control enabled, or a document output with check-out control enabled, will only be available for selection those documents that are under "Revision" status. Consequently, the Link revision option will be checked by the system. In this case, select the option that corresponds to the revision of the document that will be associated with the transmittal form: Current, In progress or a specific Revision which the document went through.
d.The user can apply configurations that will be used for the documents that will be associated with the transmittal form:
e.Once done, save your selection. |