Issuing a Standard Package

After a standard package has been created and the documents and recipients have been added. The package can be issued to the listed recipients. The recipients will receive a notification by email where they can download the package documents.

Issue a standard package from the Drafts folder of the Packages module.

To issue a standard package:

  1. Open the package.

  2. Click Issue package.

  3. Enter in a message.

  4. Click Send.

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

  • The Sent Items folder of the Package Register shows the issue date as the Date Released.

  • You can change the Reason for issue field after the package has been sent. From the Sent packages register, click the Package ID. The Details page opens. Change the Reason for issue field and then enter contact information in the Contact field. Click Save.