To Change a Holder of a Document Copy

You can change the list of holders without re-issuing the document. An Issue Log is then kept against the distribution order to show the previous holders.

Do one of the following:

Using one of the search methods, locate and double click on the transmittal number.

or
Locate and double click on the distribution order number, and then click the Transmittal Properties icon from the Action bar.

The transmittal displays in the Content pane.
Highlight the correct line item which displays the person and document copy details and click the Action Bar Change Holder icon.
The Change Holder dialog opens.
Enter the new person code and address in the form provided, or drag and drop the person from the Results list onto the dialog.
Note: A new transmittal is created. The original transmittal remains unaltered and the only traceability of the previous holders can be found in the issue log. Receiving the copy back and re-issuing the document will provide a more formal control of the distribution process.