Create Document Distribution List

Explanation

Use this activity to create a document distribution list. This list can be created using the Document Distribution Assistant or one row at a time using the Distribution window.

Prerequisites

• The user ID you logged with must be connected to a person in Persons window.
• The persons who are inserted into the document distribution list must be registered in the Persons window. 
• You must have selected one or more documents before using the menu option for document distribution.
• If you are using e-mail notification as the distribution method, the appropriate e-mail address(es) must be registered in the Person /Comm.Method tab.

System Effects

• An entry is created in the Distribution window for each person in the distribution list.
• The order of execution for the document distribution can be configured.

Window

Document Revisions
Distribution

Related Window Descriptions

Document Revisions
Distribution

Procedure

Use one of the following procedures to create a document distribution list.

Using the Document Distribution Assistant:

1. Open the Document Revisions window and query for the document revisions you will distribute. 
2. Right-click and select Document Distribution to open the Document Distribution Assistant. Follow the instructions provided within the wizard.

1. Click New to create a new row.
2. Enter values for Document Class, Document Number, Document Sheet, Document Revision and Receiver fields. Enter values for the other fields as required.
3. Click Save to add the receiver to the document distribution.