Manage methods for sending documents

Tekla PowerFab
Modified: 8 Sep 2023
2024i
Tekla PowerFab Tekla PowerFab GO

Manage methods for sending documents

You can create, modify, and delete methods for sending documents in the Sent Via Maintenance dialog box. Sending methods allow you to mark how a document was sent to the recipient when you are creating transmittals. For example, documents can be sent via email, fax, or mail. You can also set the default method for sending documents.

Create a sending method

  1. Go to Maintenance > Project Management > Sent Via Maintenance.

    The Sent Via Maintenance dialog box opens.

  2. Click New.
  3. Type a description for the sending method.
  4. Click Add.

Modify a sending method

  1. Go to Maintenance > Project Management > Sent Via Maintenance.

    The Sent Via Maintenance dialog box opens.

  2. In the list, select the sending method that you want to modify.
  3. Modify the description according to your needs.
  4. Click Edit to save the changes.

Set the default sending method

The current default sending method is marked with an asterisk (*). You can also select another sending method for each document that you send.

  1. Go to Maintenance > Project Management > Sent Via Maintenance.

    The Sent Via Maintenance dialog box opens.

  2. In the list, select the sending method that you want to set as the default option.
  3. Click Set as Default.
  4. To confirm using the sending method as the default option, click Yes in the confirmation dialog box.

The selected sending method is set as the default option and marked with an asterisk (*).

Delete a sending method

Note that deleting a sending method is permanent and cannot be undone.

  1. Go to Maintenance > Project Management > Sent Via Maintenance.

    The Sent Via Maintenance dialog box opens.

  2. In the list, select the sending method that you want to delete.
  3. Click Delete.
  4. To permanently delete the sending method, click Yes in the confirmation dialog box.
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