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Distribution lists
Reusable recipient groups for transmittals: set them up once, add the whole group in one click when you issue.
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A distribution list is a saved group of recipients: the structural engineers, the client team, everyone on site. Instead of picking the same twelve people every time you issue a transmittal, you add the list and every member is on it.
Why lists beat picking people one by one
- Nobody gets forgotten. The list is the single answer to "who gets structural drawings?".
- New joiners are added once, to the list, and every future issue includes them.
- Issuing is faster: one click instead of twelve searches.
The cost of a missed recipient
A transmittal sent to the wrong address means the right person never gets the drawing, and the first anyone hears of it is on site. Lists exist so that never depends on memory.
Who sets them up
Distribution lists live in workspace settings, so the whole workspace shares one set of lists. Workspace administrators create and maintain them: see Configure transmittal reasons and distribution lists. If a list you need is missing or out of date, ask an administrator to fix the list rather than working around it.
Use a list when you issue a transmittal
- 1
Start a transmittal as usual: see Issue a transmittal.
- 2
In the issue modal, choose add from a distribution list and pick the list you need.
The transmittal issue modal with the add from a distribution list option open and a list selected
screenshots/contacts/distribution-lists/issue-modal-distribution-list.png
- 3
Every member of the list is added as a recipient. Review the recipients, remove anyone who should not receive this issue, and add extras if needed.
The recipients section of the issue modal populated with the members of the chosen distribution list
screenshots/contacts/distribution-lists/recipients-from-list.png
Tip
Adding a list is a starting point, not a lock. You can still trim or extend the recipients on any single transmittal before you send it.
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