AssetWise CONNECT Edition Help

To Add Recipients To and Remove Recipients From a Transmittal

You can add recipients to or remove recipients from an existing transmittal, providing that it does not have "Committed" approval status.

Adding Recipients to a Transmittal

  1. Open the transmittal to which you want to add a recipient.
  2. Select the Recipients tab.
  3. From the Actions menu, select Add Recipients.
  4. The Add Recipients dialog appears.
  5. You can select the Organization from the list. All relevant recipients from the selected organization appear.
  6. Select each recipient that you want to add, and then click Add Recipients.

The selected recipients are added to the transmittal.

Removing Recipients from a Transmittal

Follow these steps to remove a recipient from a transmittal.

  1. Open the transmittal to which you want to remove a recipient.
  2. Select the Recipients tab. This tab lists all recipients that are associated with this transmittal.
  3. Select each recipient that you want to remove from the transmittal.
  4. From the Actions menu, select Remove Recipients.

The selected recipients are removed from the transmittal.