Prerequisites:

• Access to the Management > Document transmittal form (DC009) menu.
• Issued transmittal form with associated documents.

Introduction

When the documents associated with the document transmittal form are sent to the addressee, the document transmittal form should be closed.

See how to perform this operation:

Finishing a transmittal form

1. Access the Management > Document transmittal form (DC009) menu.

2. Click on Select type on the search filter panel.

3. Select the type of the transmittal form you wish to close.

4. Click on Apply.

5. On the displayed list of results, select the desired type.

6. Once done, click on the More > button on the toolbar.

Conclusion

Thus, the document transmittal form was successfully closed.

Remember: whenever necessary, it is possible to export the electronic files of the transmittal form.