View File Distribution

This article helps you understand how to view file distribution information.

Updated today

Distribution view in Files tab lists all the distribution on files that user is involved with or has permissions on. Tasks assigned to the logged in user will be hyperlinked under the 'Recipient Task' column corresponding to the transmittal record, allowing the user to complete their task by clicking on the same.

Below are the steps to be followed for completing tasks through the distribution view:

1. Distribution view contains record of every file distribution along with transmittal number and relevant information like doc ref, doc title, recipient name, recipient task, recipient org, task time, task status, etc.

2. The recipient task column will display the task assigned on the file for the corresponding recipient.

3. Click on the document reference to open the concerned file in viewer.

4. Click on the recipient name to view details of the recipient.
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5. Being a logged in user, you can complete the tasks that are specifically assigned to you. To do this, click on the task name which will show up as hyperlinked to complete the corresponding file task.
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6. A popup will appear allowing you to complete the selected file task.

7. As seen in the example screenshot above, click on 'Acknowledge Receipt' to complete the selected 'For Acknowledgement' task.
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8. Accordingly, you can use the task hyperlink to complete other file tasks that may be assigned to you by other team members.


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