Associating documents with the transmittal form

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.

Documents associated with the document output that has check-out control will be blocked for editing. Documents that have been checked-out can be tracked through the Revision tracking task.

d.The user can apply configurations that will be used for the documents that will be associated with the transmittal form:

Control
Transmittal method	Select the transmittal method to be used to send the documents to the addressee. Use the other buttons next to the field to add a new transmittal method and clear the field.
Reason	Select the reason why the documents will be sent to the addressee. Use the other buttons next to the field to add a new reason for sending and clear the field. It is important to note that the enabled controls during the registration of the reason to send the documents, will influence the behavior of the documents and their electronic files.
Deadline	This field will only be enabled if the reason to send the documents has Object return enabled. Enter the deadline that the addressee will have to return the documents.

▪If a new document is added to be associated with the document transmittal form, the fields that have been described in this step will be displayed to be filled out after the record is saved for the first time.

▪After associating the document, these fields can be edited through the "Edit" button on the side toolbar of the "Objects" section.