Usage Guide

Basic Transmittal Guide

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MinuteView Controller offers the ability to generate a zipped folder of elected files either from within the Vault or local workstation with customized PDF document outlining the expectations of the project delivery.

Overview

The below example shows Transmittal PDFs that have been generated with the Transmittal tool, along with their defined properties.

The aim of this basic guide is to demonstrate how to setup these features.

• Enter Recipients (These entered values are saved).
• Select Send Method.
• Select/Enter Transmittal Fields.
• Select File Source and click Add Files.
• Click Process at bottom

Instructions

Follow the steps below to setup basic settings within Minute Controller Transmittal tool.

1. Open Vault Professional Client. Select Tools -> Administration -> Vault Settings. Select the Behaviours tab and select Define under the Numbering Schemes setting.

2. For this tutorial, create a Numbering Scheme called Trans Numbering Scheme.

• Fixed Text: Example - "TR"
• Delimiter: -
• Auto-number: Auto-generated, "10000 - 99999"

Importantly, the created Vault Numbering Scheme must be dedicated to Transmittal usage only.

3. Create Vault User Defined Properties to associate with the transmittal. Navigate to Vault Settings -> Behaviours tab -> Properties then define new Vault Properties named according to below image and associate the property with "File".

TIP

Also refer to the Transmittal Configuration Guide for typical properties that are used for Transmittals.

4. With the Vault Numbering Scheme and Vault Properties in place, we can now configure MinuteView Controller. Load up MinuteView in a web browser and navigate to Minute Controller Enable Feature Setup page.

Enable the Transmittal toggle and click Save.

TIP

If Transmittal has been toggled from disabled to enabled, please also restart the Vault Client. A restart is only needed when a feature is enabled. A restart is not needed for the configuration of that feature (such as found in the following steps below).

5. Once saved, click on the Feature Settings tab.

Expand Transmittal and note the following settings. Only settings mentioned in this guide need configuring, ignore the other settings.

Set all the following fields with all information in the screenshot above.

Open up the Transmittal App within the Vault Client by selecting any folder within Vault, right-clicking, then select Minute Controller -> Transmittal from the pop-up menu.

The Transmittal App displays, ready for input as per our basic configuration. At this point in time, we're now using the application as an everyday user would.

Enter the Recipients, select Send Method, elect an expiry date and select the Vaulted files needed and when ready click Process.

Once the progress bar has finished, elect where you will save the Transmittal on your local and refresh your Vault folder to confirm the creation of the Transmittal in the Transmittal’s folder.

This concludes the Basic Transmittal tutorial.

For more details on specific Transmittal options, refer to the Transmittal Configuration Guide where needed.