Manage Distribution Groups

You can manage distribution groups for a project on the Project Directory page. Distribution lists allow you to select a pre-selected group of users to include as project participants on Transmittals, Submittals, Meetings and Site Visits.

Note: You can only use distribution lists to cc users on Submittals.

 

To manage distribution groups:

1. Search for the project you want to edit. For steps to search for a project, see Search for a Project.
2. Next to the project you want to edit, click Edit.

   

   The Project Directory for the specific project displays.

   

3. Click .

The Distribution Groups page displays.

4. To add a new Distribution Group, click .

The Edit Distribution Group section appears.

5. Enter the Title of the Distribution Group.
6. Select the check boxes for the users you want included in the Distribution Group.
7. Click .

Note: You can edit or delete a distribution list at any time by clicking the Edit or Delete links on the Distribution Groups page.