How do I send documents from the Document Register? | Web

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

Interactive Demo

For the best experience hover over the bottom right-hand side of the demo and enable Fullscreen

Steps

1. Navigate to the menu bar and click Document Register under Document Control

2. Select the documents you wish to share

3. Click your preferred sharing method — Transmittal, RFI, or Email

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.

What to expect

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.

Common issues

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

Also known as

Send document, share document, distribute document, transmit document, email document from register, document distribution, send from document register

How to Share Documents from the Document Register | Commnia Document Control