You can distribute a file while uploading it and after it is uploaded. Click on a relevant link below to continue:
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Distribute from the Files Listing Area
From the listing area, right-click on the file to distribute, select 'Share' then the 'Distribute Files' option. It opens a layered screen with 'To' and 'Subject' fields.
Click in the 'To' box to see a list of users, roles, or distribution groups from which you can add a recipient name for distribution. Type in the initial characters of the user, role, or distribution group to get auto-suggestions based on the same.
To expand distribution groups or roles and find users, click the icon that appears when you mouse over the distribution group or role name.
Note:
Selecting a distribution group, a role, or an organization is treated as an object, and when pre-populating them in any future case, they will be pre-populated as an entire object and not as individual recipients from the object.
By default, the 'For Information' task is associated with all the users added in the 'To' textbox. However, selecting a task due date is not mandatory while assigning a 'For Information' task.
To change the task, click on the name of the specific user for whom the task needs to be changed. Select the task from the dropdown and select the expected date to complete the tasks from the calendar.
The yellow color on the envelope icon indicates that an email notification will be sent for selected file distribution. It is a switch icon that can be turned off (if email notification need not be sent) or vice versa. If the switch is turned off, the envelope icon will show in grey.
Click the icon to give other tasks to the same user. You can do this for individual users, and users in a particular distribution group or role.
Click the icon corresponding to the name of selected distribution groups, users, roles, or organizations to remove them from distribution.
Subject - Enter the notes for tasks being assigned.
Once done, click the 'Distribute' button to complete the distribution and close the distribution screen.
Check: FAQs
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