Attach Documents and Recipients to Transmittal
-
This page describes how to assign recipients, and how to attach documents to a transmittal in SPF.
-
-
Before attaching documents to a transmittal, it is recommended you have a complete list of the document numbers of the documents you want to attach.
 Main Tab
Main tab appears by default.
|
 Description
-
Description is a mandatory fields. Mandatory fields are marked with a red asterisk ( *).
-
Type a description with the following format: Purpose - Description of Content - Process or Non-process information (NPI)
-
Example: For Client Review - Slurry PIDs - Process
-
Example: For Internal Review - Booking Client Meetings Work Process - NPI
|
 Recipients Tab
Search for recipients in each of the fields.
|
 Select Documents Tab
Select the Documents Tab to attach documents to your transmittal
|
 Search for Document Number
-
In the search bar, type a search string using wild card characters * or % if needed. Otherwise just type the full document number if you know it.
-
Select the search button.
-
Repeat this step to attach more than one document. Each time you select a document it will be added to the list.
|
 Select Finish
-
Select Finish to send the transmittal or Cancel to return to the home page.
-
|
|