Select Files to Send dialog box

2 minutes
9 months ago

Select Files to Send dialog box

This dialog box contains all files associated with the contract management item you are sending. The files that appear are either associated with actions in the Change Log tab, the Supporting Documents tab, the Related Items tab or the Received Files tab. Use this dialog box to select the files you want to send. Any supporting documents included in any related project items are included in the list.

Any email message (.MSG) files from the item will not appear in the list, since they would then be sent twice. If you need information from an email message to send with the item, copy it to a file and add it as a supporting document.

Do You Want to Electronically Send Any of the Content?

  • Choose No, Do Not Send Any Content to send the item without including the files.

  • Choose Yes, Send the Following Files Via: to include the files when sending the item, then choose the transfer method from the drop-down list. Mark the checkboxes of the files you want to send with the item.

 

To access this dialog box

You can access this dialog box in the following ways:

Click Close > Send and Close from the Tasks panel or the Next Action drop-down list of various contract management items throughout Project Center.

Click OK from the Send Options dialog box.