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Adding a Transmittal Recipient

You can add recipients to a transmittal using either of the following methods:

The transmittal needs to be in the edit mode before you can add items to it.

ClosedTo add recipients by manually selection

  1. On the Recipients page, click Add.

    2. The Contacts dialog box appears.

  2. Select the people who should receive the transmittal.

    3. The recipients do not need to have an account within Proliance, but they do need to be in the Active state.

  3. Click OK to close the dialog box.

    4. Proliance adds the specified recipients to the list.

ClosedTo add recipients by using the recipients of transmittal items

Tips:

  • Proliance assists you by entering the names of the recipients who have Proliance accounts in the list of To: recipients when you perform the Send workflow action. You can modify the list of names in the notification dialog box if necessary.
  • You do not have to accept any of the auto-populated recipients. This is only a starting point. You are free to add or remove recipients as necessary.