Transmittals
- Create a CheckPoint Issue
- Editing a CMap PIM CheckPoint Issue Access Expiry Date
- Share Files via CheckPoint
- Voiding Issues
- Viewing received transmittals
- Adding Revisions to a Received Transmittal
- Editing an Issue
- Creating a retrospective Issue
- Choosing Revisions & Renditions in Transmittals
- Editing a Recipient's CMap PIM CheckPoint Access Expiry Date
Choosing Revisions & Renditions in Transmittals
When preparing your issues you can select which revision and which file rendition(s) you want to include.
Go to the Records area and select the record(s) you want to issue from.
Either click on 'Issue' or 'Create New Issue'.
In the 'Create an Issue' pop-out and head to the 'Record' section.
Using the file icons, you can select which file renditions you want to include in the issue.
To remove a rendition from an issue, click a highlighted rendition to make it appear faded.
You can also use the Select All Renditions, Deselect PDFs and Clear Selection buttons
to bulk choose renditions.
By default, the revision that was last uploaded will be selected. To change this, click on the pencil icon and select an alternative revision. Click on the tick icon to confirm the changes.
Save Issue
Depending on whether you want to transmit the issue, click either Transmit and Issue or Create Issue.
Once clicked, the panel will close and you will be navigated to the Transmittals list, where you
will see your issue at the top of the list.
Finished!
Congratulations, you have successfully selected revisions and renditions for an issue!