Complete Action 'For Distribution'

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:

Distribute

About Instant Email Notifications