Advanced Transmittal Search

The Advanced Transmittal Search screen enables structured and intelligent searching via any of the key data fields relating to the Transmittal folder you are currently using.

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Options

Addressed To / Sent By:

Defaults to Personal Transmittals but can be modified to include any transmittals sent or received by your company or department based on access settings.

To:

Select a Company or Person from the drop down list.

From:

Select a Company or Person from the drop down list.

Type:

Choose between the various transmittal types. Note that Package Notifications are also considered as transmittal types for the purpose of filtering.

Date Sent / Date Received:

Search for transmittals sent during a specific date range or for transmittals sent in the last X days.

Responses Requested:

Search for transmittals which require a response during the specified date range or within the next X days.

Responses Received:

(Sent register only)

Search for transmittals which responses were received during the specified date range or within the next X days.

Responses:

Choose between:

- All

- Outstanding

- Overdue

Transmittal No.

Search by transmittal number or part thereof.

Acknowledgement Received:

(Sent register only)

Search for transmittals where acknowledgement was received during the specified date range or within the next X days.

Message:

Search across the body text of all transmittals for a string of text.

Reason for issue:

Select a search condition such as “Contains”, or “Begins with” and enter the search text string in the field provided.

Package ID:

Search by package number or part thereof.

Document No:

Search by document number or part thereof.

Subject:

Select a search condition such as “Contains”, or “Begins with” and enter the search text string in the field provided.

Sort by:

Select an option from the list. Choose between Ascending and Descending order. Up to three sort fields can be combined using the More button.

More Search Options:

The More Search options link allows you to create your own search conditions using most of the fields in the transmittal register, several comparison conditions and open text fields.

  • To save advanced search settings, click Save and enter a Title for the saved settings. You can then use the Manage button to load a previously saved search or use the Saved button at the top of the transmittal registers.

  • To share the current view of the Transmittal register with an Advanced search active, select Generate Hyperlink for the current register from the More button list of options. Then choose Copy to Clipboard and paste as required. Results filtered using quick search or column filters will not be included in this link.