Lifecycle Actions #

Once a transmittal is sent, several lifecycle actions are available depending on your role and the transmittal's current state.

Return for Modification #

Who: Receiver companies.

When available: The transmittal has no response transmittals, is not already modifiable, and is not a draft.

What it does: Makes the transmittal editable again for the sender. The sender receives an email notification with an optional comment from the receiver.

How: From the transmittal detail page, click "Return for Modification" and optionally enter a comment.

Close Transmittal #

Who: Sender company (Document Controllers).

When available: The transmittal is in Active lifecycle status.

What it does: Sets the lifecycle status to Closed, makes the transmittal non-modifiable, and closes all attached documents.

How: From the transmittal detail page, click "Close" and confirm.

Supersede Transmittal #

Who: Sender company (Document Controllers).

When available: The transmittal is Active and has been returned for modification (modifiable, non-draft).

What it does: Sets the lifecycle status to Superseded. Documents without approved responses are marked as superseded and closed. Documents with approved responses are closed but not superseded.

How: From the transmittal detail page, click "Supersede" and confirm.

Delete Transmittal #

Who: Sender company.

When available: The transmittal is a draft or has been returned for modification, and has no response transmittals.

What it does: Permanently deletes the transmittal from the system.

How: From the transmittal detail page, click "Delete" and confirm.