Adding Distribution Lists to a Document

Hard copy distribution lists can be set up and maintained within each Document record. These distribution lists can also be set up at the Document Type record so that it will transfer to every document created under that document type. The Document Distribution link is used to track the organization units and actors that will receive hard copies of the document once the document becomes effective (CURRENT). The copies must be sent to these users manually. From this location, the document owner can also identify when hard copies were returned and/or destroyed for expired documents.

From the Document record, in the document tree on the left side of the record, click the Distribution List link.
Result: The Distribution List window is displayed.
Click Action > Add.
Enter information in the following fields:

Field	Description
Organization Unit	Zoom to select an organization unit.
Actor	Zoom to select an actor recipient.
Copies	Enter the number of copies the recipient will receive.
Status	Click the drop down arrow and select the status of the document.
Note	Enter a note, if applicable.

Click the Save button.
Result: The distribution list is attached to the document.