- While working on a transmittal draft, select the Scheduling tab on the Transmittal Draft dialog.
- Planned issue section:
- Click in the Issue date and select the date from the calendar by which you would like to issue the transmittal.
- In the Send reminder field, optionally enter the number of days prior to the issue due date that you want a reminder to be sent to you.
- Acknowledgement due date section:
Set the date by which the recipient(s) of the transmittal who are required to acknowledge must acknowledge that they have received the transmittal.
Option Description Days after issue Select this option if you want the acknowledgement due date to be a specific number of days after the transmittal is issued, and then enter how many days after issue that should be. Fixed date Select this option if you want to set a fixed date by which you need to receive acknowledgements, and then click in the field and select the date from the calendar. Send reminder Optionally, enter the number of days prior to the acknowledgement due date that you want a reminder to be sent to the recipients. When a particular recipient's acknowledgement is overdue, both the issuer and the recipient will receive an email notification about it.
- Response due date section:
Option Description Days after issue Select this option if you want the response due date to be a specific number of days after the transmittal is issued, and then enter how many days after issue that should be. Fixed date Select this option if you want to set a fixed date by which you need to receive all responses, then click in the field and select the date from the calendar. Send reminder Optionally, enter the number of days prior to the response due date that you want a reminder to be sent to the recipients. When a particular recipient's response is overdue, both the issuer and the recipient will receive an email notification about it.
[Note: If you assigned a distribution rule to this transmittal on the General tab, there may be a limit on the date and time that you can set for acknowledgement and response due dates.] - When finished setting due dates, click Save draft.
