eB Insight Transmittal Services enables efficient and secure management of document distribution, providing packaged transmittals and a method to securely deliver them to both internal and external participants. Key features include a Web-based interface that delivers configurable transmittal forms or coversheets, configurable distribution lists, audit tracking, notifications, and reporting. The result is a secure process that requires less manual work, produces fewer errors, and provides easier document distribution.
A transmittal accompanies a group of printed or electronic documents when the group is sent out for informational or review purposes. The transmittal describes the documents being sent, as well as the sender and the recipients; explains why the documents are being sent; and specifies what is expected of the recipients in the way of acknowledgement or response.
As part of the document control capabilities of AssetWise, eB Insight Transmittal Services provides a packaged transmittal and a method to deliver it both internally and externally. It can also specify and handle different media types based on participants’ preferences. The Transmittal Service provides configurable transmittal forms or coversheets and configurable distribution lists that define who will receive the transmittal, how they can be contacted, and how they prefer to receive transmittals.
eB Insight Transmittal Services also provides audit tracking that includes a permanent record of distribution events – who received the transmittal, when it was received, and when it is expected to be returned. Automated notifications and reporting can be configured to show, at a glance, an entire overview of any document distribution process.
In summary, eB Insight Transmittal Services improve the distribution of controlled documents to relevant users by generating and managing transmittals.