Changing the Holder of a Document Copy

You can change the list of holders without re-issuing the document. An Issue Log is then kept against the distribution order to show the previous holders.

Follow these steps to change the holder of a document copy, in AssetWise ALIM Web.

Open the transmittal for which you want to change the document copy holder, by doing one of the following:

Search for the transmittal

or
Expand the Transmittals topic from within the distribution order that contains the transmittal, and then select the transmittal from the list.

The transmittal opens in the Content pane.
From the Object menu, select Change Holders. The Select New Holder page appears. For example,
Search to select the Person to be the new holder of this document. The Notification Address is populated automatically.
Accept or edit the Notification Address, and then click Next.

Note: A new transmittal is created. The original transmittal remains unaltered and the only traceability of the previous holders can be found in the issue log. Receiving the copy back and re-issuing the document will provide a more formal control of the distribution process.