Configuring a Transmittal Workflow

Summary: Configure a transmittal type.

Considerations: Transmittal types are deployed as part of the project.

1. Click Actions.

2. In the Admin menu, select Configure transmittal workflow.
   

3. Click the transmittal type you want to edit.
   

4. Select the mail types that the transmittal can be replied with.
   

5. Click Save.

What's next: To edit an existing transmittal type, select it in the Configure Transmittal Workflow screen and edit the details as needed. You can also edit the following details:

• To edit the mandatory recipients, click the Edit icon in the Mandatory Recipients column.

• To select the default text input for the transmittal type, expand the drop-down list in the Default Text Input column, and then select an input type.