View Documents in a Transmittal
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This page describes how to see the
list of documents that are attached in a transmittal.
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This page assumes you have opened your To Do list. Refer to
To Do List.
 Open Actions Menu-
Select the Actions menu icon located left of the Transmittal Number. -
The Actions menu will open on left side of screen.
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 Show Transmitted Docs-
In the Actions menu for the workflow (upper section of Actions menu) select > Relationships > Show Transmitted Docs -
The list of transmitted documents is displayed.
Note: The upper section of the Actions menu is for the workflow step (Discipline Approval in this example).
The lower section of the Actions menu is for the workflow object (Transmittal).
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 Show DocumentsAs an alternative to to step 2, select > Relationships > Show Documents in the Actions menu for the workflow object (lower section of Actions menu),
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 List of Transmitted Docs
A list of transmitted documents is displayed.
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 Alternative: Select Info Map-
As a alternative to step 1, select the Info. Map icon located left of the transmittal number. -
The Info. Map for the transmittal will be displayed.
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 Select Documents
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On the Info Map, select the Documents tile. -
Note: The Documents tile displays the number of attached documents (2 in this example).
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A list of transmitted documents will be displayed.
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