Send Packages

When you have finished adding documents to a package, you can send it to Meridian Portal where it can be downloaded by the package recipients.

Use these steps for PowerUser and PowerWeb.

To send a package:

Right-click the transmittal sheet for the package that you want to send.

The shortcut menu appears.
Point to Document Workflow, and then click Send Out.

The Execute transition ‘Send Out' dialog box appears.
Click options or type values using the descriptions in the following table.
Click Finish.

The transmittal sheet and its linked documents (the package contents) are routed in a workflow to the Meridian360 account and the Status is changed to Sent Out. You can view the workflow as described in View the Current Workflow.

After a few minutes, the recipient of the package will receive an email notification that contains a link to the package in Meridian Portal. They can see the package as described in View packages and work with it like any other package.

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Filter:

Package options
Group	Option	Description
Package	Type	The type of package.
Package	Name	The name of the package.
Package	Description	The description of the package.
Package	Send out immediately	Sends the package immediately after you click Finish. Otherwise, the package is sent at the next scheduled interval.
Package	Notify recipient	Sends an email message to the package recipients to alert them about the package.
Package	Update transmittal on send	Updates the property values in the transmittal sheet to reflect the current values of the package documents, for example, revision numbers.
Details	Issue reason	Select a reason from the list for which you are issuing the package.
Details	Due date	Select a date when you expect a response from the recipient.
Details	Package number	The unique identifier of the package.
Details	Include source	Includes the document source files in the package.

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