Cancelling a Transmittal

To cancel a transmittal that has been sent:

  1. From the left menu click Transmittals then Sent Items.

  1. At the transmittal register, select the Transmittal then click Cancel.

  1. At the Cancel Transmittals window enter a Reason for cancelling the transmittal. If the reason is the same for all transmittals being cancelled, tick the Apply same reason to selected transmittals.

  1. Recipients of the transmittal being cancelled will be notified via the option Notify the transmittal recipients that the selected transmittals have been cancelled.

  1. Click OK.

  • The cancelled by, cancelled on and cancelled reason is shown in the detailed view of the cancelled transmittal.

  • Transmittals can only be cancelled by the user who created them or other users within the same company/department based on access settings.