View Documents in a Transmittal

  • This page describes how to see the list of documents that are attached in a transmittal.
  • This page assumes you have opened your To Do list.  Refer to To Do List.
 
 
View Documents in a Transmittal
1

Open Actions Menu

1. Open Actions Menu
  • Select the Actions menu icon located left of the Transmittal Number.
  • The Actions menu will open on left side of screen.
2

Show Transmitted Docs

2. 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).
3

Show Documents

3. Show Documents
As an alternative to to step 2, select > Relationships > Show Documents in the Actions menu for the workflow object (lower section of Actions menu),
4

List of Transmitted Docs

 
A list of transmitted documents is displayed.
5

Alternative: Select Info Map

5. 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.
6

Select Documents

 
  • On the Info Map, select the Documents tile.
  • Note: The Documents tile displays the number of attached documents (2 in this example).
  • A list of transmitted documents will be displayed.