About transmittals
Note: This functionality is available only if you have the Document Control Module.
A transmittal is a cover sheet that lists all the documents you are sending. The individual to whom you send the documents signs the transmittal as proof that they received all the items.
There is a business advantage to adding information about clients or vendors. When you enter such information on a transmittal, the document is legally traceable.
The entry in the Client box and Vendor box on the 6-11-3 Transmittal window are mutually exclusive. On a new transmittal record when you enter a client, the vendor entry is cleared and the client address and contact name are automatically placed into the Attention box and Address boxes. Also on a new record, when you enter a vendor, the client information is cleared and replaced with the vendor information.