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The following table summarizes the actions that you can perform on a transmittal. The current document state and your security permissions determine which actions are available to you at any given moment. While in edit mode, Proliance displays the most likely next action at the top of the page, but you can select another action from the "Workflow" button.
For more information, see "Performing a Workflow Action".
| From the transmittal document, you can… | Preconditions | New state |
|---|---|---|
|
Send Send the transmittal. The transmittal plus all its items are sent. The recipients will receive a single notice for the transmittal; they will not receive separate notices for each item. |
(none) |
Sent |
|
Resend Resend the transmittal |
Transmittal has already been sent at least once |
Sent |
|
Cancel Cancel the transmittal |
(none) |
Canceled |
|
Reset to Draft Reset the transmittal to draft. |
Transmittal is currently canceled |
Draft |
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