SWIFT opens up the Send to Contacts page. Depending on how you want to send the contract document, enter the necessary information. Then click OK. Fields on the Send to Contacts page. Field Name Field Description Delivery Method Choose “Email” or “Manual”. If you SWIFT sends it directly to the contacts check “Email”, you list on this page. If you check you can download the file yourself and “Manual”, delivery it how you wish to. However, you cannot track any changes in SWIFT. Send as File Type Choose document “Word (.doc)” or “Word 2003 XML (xml)”. PDF is not currently an option. Also, the Preview PDF button is not currently being used. Files to be Sent Select which parts of the contract document to send. Current Document: If your agency authorizes SWIFT to send them, SWIFT marks these checkboxes to be active. Attachments: If your agency authorizes SWIFT to send them, SWIFT marks these checkboxes to be active. Related Documents: If your agency authorizes SWIFT to send them, SWIFT marks these checkboxes to be active. This prevents anyone from making Set to Checked Out: changes while the document is out. Send Copy to Administrator: \This features is helpful if you wish to send a document on behalf of the administrator Subject Becomes the subject line of the email is the Delivery if “Email” Method. This field disappears if you as the choose “Manual” Delivery Method. Description Becomes the body text of the email if is the Delivery “Email Method. This field disappears if you as the choose “Manual” Delivery Method. Choose the recipients of the document. They can be internal or Contacts external contacts. Enter the information to receive the document: Name, contact’s Title, Email ID Check the Selected box. Add multiple contacts by clicking the Add Row icon. Check the Selected box. SWIFT returns you to the Document Management page. You have successfully sent a contract document to contacts.
SWIFT opens up the Send to Contacts page. Depending on how you want to send the contract document, enter the necessary information. Then click OK. Fields on the Send to Contacts page. Field Name Field Description Delivery Method Choose “Email” or “Manual”. If you check “Email”, SWIFT sends it directly to the contacts you list on this page. If you check “Manual”, you can download the file yourself and delivery it how you wish to. However, you cannot track any changes in SWIFT. Send as File Type Choose “Word document (.doc)” or “Word 2003 XML (xml)”. PDF is not currently an option. Also, the Preview PDF button is not currently being used. Files to be Sent Select which parts of the contract document to send. Current Document: If your agency authorizes SWIFT to send them, SWIFT marks these checkboxes to be active. Attachments: If your agency authorizes SWIFT to send them, SWIFT marks these checkboxes to be active. Related Documents: If your agency authorizes SWIFT to send them, SWIFT marks these checkboxes to be active. Set to Checked Out: This prevents anyone from making changes while the document is out. Send Copy to Administrator: \This features is helpful if you wish to send a document on behalf of the administrator Subject Becomes the subject line of the email if “Email” is the Delivery Method. This field disappears if you choose “Manual” as the Delivery Method. Description Becomes the body text of the email if “Email is the Delivery Method. This field disappears if you choose “Manual” as the Delivery Method. Contacts Choose the recipients of the document. They can be internal or external contacts. Enter the contact’s information to receive the document: Name, Title, Email ID Check the Selected box. Add multiple contacts by clicking the Add Row icon. Check the Selected box. SWIFT returns you to the Document Management page. You have successfully sent a contract document to contacts.