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36.7 How do I Transmit a Register Item |
  
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36.7 How do I Transmit a Register Item |
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36.7.1 When viewing a Register Item's detail panel, click on the "Transmittal" button to open the "Register Transmittal" screen.
If the Register Item has been transmitted previously, details of this will be shown.
You can transmit a document as many times as is needed
36.7.2 The first column (Doc Key) is supplied by Latitude and you need not worry about it.
The "Date" field defaults to todays date. Enter the date you are transmitting the document if a different date is needed.
The "From" field is a combo box of all contacts & employees in your system, simply pull the list down and start typing the name of the person sending this document. When the correct name is highlighted press Enter or click on the correct name.
"To" As Above locate the name of the person receiving this document, highlight it and click or press enter.
"Method". The transmittal screen will format the register item based on the method you select.
Letter - Formatted using your company information in "Latitude Setup" into a formal letter.
Fax -Generates a Fax Coversheet
Email - Formats the message and sends it as an email. Check Setup Latitude -> Options1 -> Group4 if 'Don't use Outlook' is selected.
If you are using Microsoft Outlook, you can email your register item including attachments
If you are not using Microsoft Outlook, it will format the message using your MAPI compliant email client but you need to manually attach files.
"Movement" Here you can simply make a note of the Transmission.
"Preview" button shows the Transmittal. If the transmittal method is an email, Latitude will launch the default email client and automatically fills the To, subject, body of the email and attachments ready to send or print.
An Example:
Let's say you are sending a letter about a proposed development and there are several members of the development team. To send copies of the letter to all members.
The Register Transmittal screen allows you to record not only when it was sent but also by what method.
If at some time in the future you need to resend it you can simply come back to this screen and send it again.
36.7.3 Emailing Multiple Attachments in Register Transmittal
Create and send emails with multiple file attachments automatically if you are using Microsoft Outlook as your email client
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