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Manually update your document register from a transmittal

If your organization is not set to automatically update documents to the register, you can do it manually if you have permission.

Tip!

If a document in the transmittal has been locked, you won’t be able to update the register with the document, or supersede it. You might be able to unlock the document, depending on permissions.

  1. Open the transmittal in Mail or from Tasks.
  1. Select the checkbox for each attachment you want to move to the register.
  2. Click the Update Register button.
  1. A list of the attachments registered appears.
  2. Click the Close button.

What's next?

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