Creating a Standard Package

  1. Click New,Package and then Standard Package.

  1. At the New Standard Package window, enter the details of the package ensuring that all the mandatory fields marked with a red asterisk (*) are populated.

  1. The fields at the package details window are:

Field

Description

Package ID*

Package identifier.

Package Title*

Package Title.

Trade

The Trade the Package relates to.

Reason for Issue

The Reason for Issuing the Package from the drop down selection. If OTHER is selected, then the Reason must be entered manually.

Approximate Value

Approximate value of the package (optional)

Preferred Format

Preferred file format for documents.

Long Title

A long title for the package

Details

Any further details

* Means the field is mandatory.

  1. Click Save then Close.

  • Packages with similar details can be duplicated by selecting the package then from More select Duplicate.

  • Packages can be created from the Documents Register by selecting the documents to be included then from Transmit, select Create Standard Package.