Transmittal Fields

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Date - Defaults to the current date but may be changed.  Click on the date control to pick a date from the pop up calendar.

 

File Reference - This field is optional and can contain up to 10 characters.  This field will print at the bottom of the document. The default file reference is set to 'Trans'.

Note: The UserIndex3 field is used as the file reference tag for documents that are filed in DM.  Once a File Reference has been associated with a document in DM, it will be added to the File Reference List automatically.

 

Sent By - This field will identify who is sending or transmitting the correspondence and will be noted on the form. Note: Once this field is updated, it will be displayed automatically each time the form is opened.

 

Delivery Method - Use this field to identify the delivery method being used.  Once a Delivery Method is selected, it will be remembered until it is changed again.  The Delivery Method setting automatically controls the address content for both the sender and the recipient.  If the method is set to Mail, then the mailing address is automatically used for both the sender and the recipient.  All other Delivery Method settings will cause the shipping address to be used for both parties. Note: If the Delivery Method is set to Other, then a custom delivery description can be entered and included on the form.  The custom delivery settings will also be saved and recalled automatically as the default the next time the form is loaded.

 

Purpose of Correspondence - Use this setting to select one or more options indicating the purpose of the document.

 

Copies To (CC) - Used to indicate all parties who are sent copies of the fax. Important Note: All names in this field will be saved and restored automatically when they are associated with a job and the job is referenced again in another fax cover sheet.