Create a Distribution List for a Transmittal

Contents

Add contacts to the distributions section of a transmittal when you want to send copies of the transmittal to other contacts.

Create a distribution list for a transmittal:

1. In the Project View, expand the project you are working in.
2. Expand the Communication folder and click Transmittals.
3. Open the transmittal for which you want to create a distribution list. You can open the transmittal in View or Edit mode.
4. Click the Distributions tab and click Add to open the Select Contacts Dialog Box.

   Note: If a contact and company that you want to distribute to do not appear in the list of contacts, click Add Company and create a new company that you can then add to the distribution list.

5. Select the contacts to which you want to distribute the transmittal and click Save. The Select Contacts dialog box will close.
6. The selected contacts appear on the Distributions tab. If you are in Edit mode, click Save at the bottom right of the Transmittal Document Window. If you are in View mode, the distribution list is saved automatically.