This functionality is only available if you have the Document Control Module.
A transmittal is a cover sheet that lists all the documents being sent. The individual to whom you sent the documents signs the transmittal as proof that all the items were received.
There is a business advantage to adding information about clients or vendors. When you enter such information on a transmittal, the document is legally traceable.
The entry in the Client box and Vendor box on the 6-11-3 Transmittal window are mutually exclusive. On a new transmittal record when you enter a client, the vendor entry is cleared and the client address and contact name are automatically placed into the Attention box and Address boxes. Also on a new record, when you enter a vendor, the client information is cleared and replaced with the vendor information.
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