Create a CheckPoint Issue

Navigate to the Records list

From the project homepage, click Records in the sidebar menu.

 

Select Records

Find the records whose revisions you wish to issue and hover over the row and click the grey circle. You can use the Filters panel to find your records more easily.

New Issue

From either the right hand side of the command bar, or the information panel buttons click New Issue.

Provide Information

Provide the required issue information in the fields at the top of the Create Issue panel.

 

Add Contacts

In the Issue Recipients field, type the name of the contacts you wish to send the issue to. Either individually or using the bulk set field, set the transmittal method to Send via Atvero CheckPoint. 

Once the issue has been transmitted, recipients will receive an email with a link to the CheckPoint site. Here they will be required to log in and provide a token which will be emailed to them when they visit the page.
Once in, users can download all files into a zip or individual files.

CheckPoint Activity

You can view recipients CheckPoint activity for an issue by clicking the CheckPoint tab in the Issue information panel in the Transmittals page in CMap PIM. Click the information tab next to each recipient to view their specific CheckPoint activity.

Finished

You have now successfully transmitted an issue via Atvero CheckPoint.