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High Compliance Environment Help Center

Enable auto-registration of documents from workflow transmittals

As the Project Administrator, you can change your project settings to allow for the auto-registration of Workflows transmittals.

  1. Click Setup.
  2. Under Configuration, click Preferences.
  1. Click the Project tab.
  2. Scroll down to Documents, Update document register automatically upon receipt of workflow transmittals.
  1. Clear the checkbox in the Use Default Setting column.
  2. Select the checkbox in the Setting column.
  3. Click the Save button.