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Edit Transmittals

In this topic, we'll show you how to edit the Transmittals.

  1. Click on the Transmittals module from the left navigation.
    Note: User will be redirected on the Transmittals Dashboard.


  2. Click on the Actions menu drop down located next to the Transmittal ID.


  3. Click on the Edit.

  4. Click in the Subject text box and change the Transmittal subject.

  5. Click on the Required Date field and change the date from the calendar.

  6. Click on the Attach Files drop down, select the Attach From Computer option and select the files that you want to attach with the Transmittal.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  7. Click on the Transfer button.

  8. The Transmittal will be successfully updated.

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