Appearance
Transmittal Registry
The transmittal registry displays a document-centric view: each row represents one document within a transmittal. A transmittal containing 5 documents appears as 5 rows.
Navigating: Click "Transmittals Registry" in the sidebar.
Columns
| Column Group | Column | Description |
|---|---|---|
| Transmittal Details | Transmittal Ref | Transmittal reference number (with CC badge for CC-received items) |
| Document Ref | Document reference number | |
| Rev | Revision letter/number (badge) | |
| Ver | Version number (badge) | |
| Description | Document title | |
| Document Type | Type of the document | |
| Creator | User who created the document | |
| Purpose | From the "document-issued" custom field | |
| Stage | Open, Closed, Superseded, or Cancelled (badge) | |
| Date | Transmittal creation date | |
| Response | Response Date | Date of the response transmittal |
| Response Reference | Reference number of the response transmittal (clickable) | |
| Response Status | Status given in the response (colored badge) |
Filters
- Search: Matches across transmittal number, document reference, document title, and response transmittal number.
- Revision: Exact match on revision letter/number.
- Version: Latest or Superseded.
- Document Type: Filter by type.
- Purpose: Filter by the "document-issued" custom field value.
- Stage: Filter by the "document-issue-stage" custom field value.
- Status: Filter by lifecycle status (Active / Closed / Superseded).
- Area: Substring match on document reference number.
- Created By: Filter by document creator.
An "Advanced Filters" panel provides additional revision and version filter controls.
Pagination and Export
Choose 10, 20, 50, or 100 items per page. Export all filtered results as an Excel spreadsheet.
