Internal Document Transmittal Job Aid

Please see the latest version of the Internal Document Transmittal Job Aid attached below. 

Table of Contents

Before you begin 

Required Configuration (Transmittal Certificate Number Sequence) 

Records required for Assignments

Reminder Field

Drop-Down Field Profile

System Parameters

Assignment Rules (Ignore Accesses/Classification and Retain Contract/Custodian/Storage Information) 

Document Control module - New Transmittal 

Assign to New Transmittal Certificate command

New Transmittal action

Transmittal record created in the Document Transmittal module

Transmit Undo Action

Document Control module – Existing Transmittal Certificate

Assign to Existing Transmittal Certificate command

Existing Transmittal action

Transmittal record in the Document Transmittal module

Transmit Undo Action

Document Transmittal module - New Transmittal Certificate

Create a New Transmittal Certificate record and assign the Document to the new Transmittal Certificate

Document record in the Document Control module

Document Transmittal module – Assign a Document(s) to an Existing Transmittal

Update the Existing Transmittal Certificate record and assign the Document

Document record in the Document Control module

Add an Associated Document to a Document Transmittal record