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Editing a Transmittal

Edit a transmittal when you need to do any of the following:

• Update the details about the transmittal
• Update the items contained in the transmittal
• Update the list of recipients of the transmittal

You can edit a transmittal while it is in any state. Your security role must have permission to edit transmittals. For more information, see "About Security Permissions".  

Note: If you edit a transmittal by adding new recipients, these recipients will not actually receive the transmittal until you Send or Resend it.

 To edit a transmittal

1. Open the Transmittals register.
2. Select the transmittal to edit.
3. Click Edit.
4. Make the necessary edits. Please refer to the following for more information on the fields for each page:
• Main
• Transmittal Items
• Recipients
• Properties

Headings marked with an asterisk (*) are required. All other headings are optional.

5. Click Save.

Proliance saves the page.

6. Click Exit Edit Mode when you are finished editing.

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