Quick answer: Anyone with access to the Document Register can share documents directly via Transmittal, RFI, or Email — all without leaving the register.

You can also choose a different category on the next screen if needed.
For more information on sending via the Inbox, refer to the New Transmittal (Inbox) training article.
Your selected documents will be packaged and sent to the recipients via your chosen method. The send will be recorded against the documents in the register.
Problem: The share options (Transmittal, RFI, Email) are not visible Cause: No documents have been selected, or your user role does not have send permissions Fix: Ensure at least one document is selected. If options are still unavailable, contact your System Administrator to confirm your permissions
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