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Transmittal - Recipients

The Recipients page of a transmittal document lets you indicate who should receive the transmittal, including all the items contained in the transmittal.

You can select individual recipients or Proliance can automatically enter the names of any contact who has received any previous revisions of the drawings/submittals (via another transmittal) listed on the Transmittal Items page. For more information, see "Adding a Transmittal Recipient".

Enter the following information in each grid column:

• Contact: The name of the recipient. Proliance enters this name after you add a recipient. You can click this name to view more information about the person. You cannot edit the contact name.
• Company: The company that the Contact person belongs to. Proliance enters this company name based on the contact person's records. You can click the company name to view more information. You cannot edit the company name.
• Contract: Optionally click the Magnifying Glass icon and select a contract associated with the transmittal to the Contact person.
• Copies: Optionally specify how many copies of the transmittal items the recipient requires.  
• Proliance User:Indicates whether this contact has a Proliance account. You cannot edit this value.
• Delivery Method: Optionally click the Magnifying Glass icon to specify how the recipient prefers the transmittal to be delivered. Note: This is for informational purposes only.
• Tracking Info: Optionally type any tracking information related to the transmittal.  
• Tracking Number: Optionally type any tracking number. Examples of tracking numbers include: waybill numbers, fax confirmation, etc.
• Purpose: Instructions for the document recipient as to the purpose of the document.
  
  The data in this field for each Recipient is initially defaulted from the Purpose field on the Main tab if one exists, but each item can be populated with different value derived from a lookup.
  
  When a new Recipient is created by copying and pasting from an existing Recipient with no Purpose field populated, the data in the Purpose field on the Main tab will not be copied into it and it will remain empty.
• Action Required: What action is required of the superseded document (the previous version sent).
  
  This may for example instruct the recipients to either 'Destroy', 'Return' or 'Acknowledge Only' a Drawing document that has been superseded by a new revision.
  
  The field is populated via a lookup, which is user defined.
• Categorization Code: This field can be used to categorize the Item or Recipient using a user defined lookup.
• Confirmed: 'Yes' / 'No' field stating whether the specified action has been carried out.
  
  The default value for this field is 'No'.
• Confirmed Date: The date when the specified action was carried out. The field remains empty until populated by a user.
• Confirmed Notes:Any relevant notes regarding the action required or performed by the Transmittal Recipient.
  
  The field remains empty until populated by the user.

The following table summarizes the actions available on the Recipients page while in edit mode.