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Finishing a transmittal form

When the documents associated with the document transmittal form are actually sent to the addressee, the document transmittal form should be closed. To do that, perform the following steps:

1.Access the Management Document transmittal form menu.

2.To do this, in the list of records of the main screen, locate and select the desired transmittal form. The documents associated with it should be under "Revision" status. Otherwise, this operation will not be possible.

3.Once done, click on the button on the toolbar.