All team members having the incomplete
For Distribution action can complete the action either by clicking on
the icon or by the below mentioned steps:
1. Open the document by clicking on its Doc Ref or by clicking on the link For Distribution incomplete action in the document listing page.
2. Click on your action For Distribution in the LH panel.
3. Select Company or Distribution Groups from the top drop down menu
4. Select group / company names followed by the individual recipients
Users may multiple select by using their
Shift or Ctrl key
5. Click on Add to Distribution List to confirm selection
6. Select Action Required, Respond By time & enter Action Notes (if required) for each individual
Click on the
icon
to select Respond By time.
The Instant Email Notif. shall be pre-populated form
User Preferences.
Click on
to Remove Duplicate Actions from the distribution list.
Click on
to Remove
Duplicate Recipients from the distribution list.
7. Click on Distribute to send
All documents will be distributed to the
same distribution list.
Useful Links: