Video - InEight Document Enhanced - Sending a Transmittal

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to send a transmittal.

Open the document register.

Select the documents you wish to transmit.

Then click here.

Type the recipient's name, and enter all the transmittal details.

Below is a summary of all documents. Because they are sent as links, there is no restriction on the size or number of documents.

Multiple formats of the same document and review comments can be included or excluded.

Once complete, click send.

The recipient receives the transmittal as an email sent to their standard email system.

Documents can be downloaded separately, or in bulk, like this.

It's also possible to create a transmittal using the new button, and selecting transmittals.

You may have access to different types of transmittals using this approach. However, do note that each option only allows you to add recipients and documents that apply to that transmittal type.

Well. That's how to send a transmittal.

Thanks for watching.