Issuing a Standard Package

Once a standard package has been created and documents and recipients added, it can be issued. Recipients will receive a notification by email where they can download the package documents.

To issue a Standard Package:

  1. Open the Standard Package from the Drafts folder.

  1. Click the Issue Package button.

  2. Enter a message to the Package Recipients and click Send.

  • The Standard package issue notification is stored as a transmittal in the Sent Transmittals Register.

  • The Sent Items package register shows the Issue date as the Date Released.

  • Use the Export button to export the currently displayed register of packages to Excel.