In organisations with multiple office locations, you may be required to select the relevant office issuing the Transmittal, so the ‘Issuing Company’ option allows you to choose the relevant one.


To select the ‘Issuing Company’ that the Transmittal will be created for, select the button, this will open the dialog below allowing you to select the required Company:



You may simply scroll through the available Companies or enter text in the search box at the top of the dialog to quickly locate a Company. Once the required Company has been selected, click the ‘Select’ button to select that Company for the Transmittal being created.


In addition to this you can also right-click on the selected Company and choose to ‘Add to Favourites’, which will add the selected Company to the list of ‘Favourites’ that can be quickly selected via the favourites button on the create Transmittal dialog. You can also choose to have the selected Company ‘Set as Default’, this would mean that the selected Company would always be pre-selected when the New Transmittal dialog is opened. It is recommended to set your required Company as the default, so this is always pre-selected:



Once a Company has been added as a favourite it can be selected from the favourites listing directly on the ‘New Transmittal’ dialog: