Configure Transmittal Workflow

A reply to a transmittal can be generated from within the Incoming Transmittals register using an item of Mail creating a link.

To configure a Transmittal Workflow:

1. In the Transmittal Inbox or Sent Items go to More, Configure Transmittal Workflow.

   

2. Double click the Transmittal type to open.

   

   

3. Use the + button to select the relevant mail types. Select a specific mail type, ANY for any mail type or N/A if replying to transmittals using Mail is to be prevented.

4. Click Save.

5. Repeat for all Transmittal Types.

6. Mandatory Recipients can also be added or removed in the Configure Transmittal Workflow window.