Transmittal - Main

The Summary section displays summary information about the transmittal. All information shown here is for display only.

• Current State: Indicates the current state of the transmittal.

• Transmittal Title: The title of the transmittal. You can edit this in the Details section.
• Number: A string of characters that uniquely identifies the transmittal within the workspace. You can edit the number in the Details section.
• Creation Date: The date when the transmittal was created.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

The Details section lets you edit the information displayed in the Summary and is used to record additional information.

• Instructions: Type detailed instructions to explain the transmittal to the recipients, if necessary. For example, you may need to provide detailed directions for each item in the transmittal.
• Notes: Optionally type a note that further describes the transmittal.  
• Number: Type a string of characters that uniquely identifies this transmittal, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to the Proliance Local Admin on-line help.
• Number of Items: The number of items associated with this transmittal. Proliance automatically enters this value based on the count from the Transmittal Items page. You cannot edit this value.
• Purpose: Optionally choose from the drop-down list the purpose of the transmittal. The list of options is can be customized as a lookup. For more information, see "About the Lookup Management".
• Send Date: Enter or click Calendar to select the date when the transmittal was sent or is to be sent. Proliance automatically inserts the current date when a transmittal's state changes to Sent.
• Sender Company/Contact: Click the Magnifying Glass icon to select the company and contact name of the sender. By default, Proliance automatically inserts the company and contact of the user currently logged in. Note: Only Active companies and contacts are displayed in the picklist.
• Sender Reference: Optionally type sender reference information here.
• Transmittal Title: Type the title of the transmittal. This title should be fairly concise; you can elaborate using the Purpose, Instructions, and Notes fields.