Duplicate Transmittals

To duplicate a transmittal:

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

  1. Open the Transmittal by double clicking on it.

  2. Click the Duplicate button, chose to Duplicate with Recipients or Duplicate without Recipients.

  1. Complete the transmittal then Send.

  • The duplicate option is also found in Sent Items register. Select the transmittal then under More, choose Duplicate (with or without recipients).

  • If one or more of the documents on the transmittal being duplicated have been superseded, the user will be prompted to choose between sending the latest or superseded revision of documents.

See also:

Sending Transmittals - Advanced Video