Distribution Methods within Dv TDM

Dv TDM provides flexibility when it comes to distributing individual, groups or sets of documents. Some of the more popular methods are summarized as follows:

  • Generating a formal Transmittal with selected documents as attachments and forwarding (via e-mail or printed output) to recipient(s)
  • E-mailing the actual document files to recipient(s)
  • E-mailing electronic links to the documents to recipient(s)
  • Printing documents and distributing on to recipient(s)
  • Exporting and or achieving to other media
  • Converting sets of documents to .DWF or .PDF
  • Compressing transmittal set of documents into a single zip file

Using Dv TDM search capabilities the user inputs their particular search criteria. Dv TDM returns a listing of the documents found and allows the user to tag those documents they wish to distribute. Then the user selects the appropriate Dv TDM distribution option (like one of those noted above).

Examples

If the user chooses to send a group of documents via the Transmittal method the user would be prompted to select recipients from the systems recipients list. Once the selection(s) have been made the user would be prompted to select the transmittal style (see screen sample below)

The user would make the appropriate selections and then click ‘Next’. A Transmittal Report (a customizable cover sheet) would be generated reflecting all the appropriate recipient information along with details of each document contained in the transmittal. This transmittal cover sheet along with the selected documents would then be packaged and output based upon the user selection.

Sample Transmittal Cover Sheet

Dv TDM tracks, and the user can obtain, transmittal detail information (including which revision of a document was transmitted) based upon each Recipient and/or document transmitted. This information can be used for audit purposes, for regenerating a particular transmittal etc.

 

 

 

 

 

 

 

 

 

 

Sample Transmittal Recipient History

Sample Transmittal Document History Report



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