Most of the settings for the vault's Transmittals are configured in this Utility, in the "Transmittal Settings" section. 


The Utility is an optional component when installing Pentagon DOCS Client

Note, your login needs "Full Control of the vault" permissions to save changes here - but don't keep that permission active on a login you're using to access the vault as it can bypass various controls and cause unintended consequences.




General tab settings:

Maximum Issues per page = 6. If a Transmittal is Re-issued more times than this number, the earlier Issues will drop off the page. You can increase this to show more per page, but too many will squash the column widths.

Maximum Recipients

Maximum Documents


Split Zip Package

Split Zip Package Size 


Company Logo, you can replace the image displayed in the top right corner of the Issue Sheet




Report tab settings:


Report Format, you can choose PDF, Excel, or other image options for the Issue Sheet

Report Type, select a few layout options. Historic is the default and will display a grid of documents against the dates they've been sent out.


Export Template, Import Template

If you want to make more fundamental changes to the Issue Sheet layout, you can export the template and edit it Visual Studio with the RDLC (Report Designer) plugin, and then re-import it

Be sure to keep a backup copy of the original Export just in case!




Document Column tab settings

These are the columns related to the documents, which will be displayed on the Issue Sheet. You can edit these to show different information if required.