Distribution is a widely used feature on Asite. Within your Asite project, it enables you to share your content, assign tasks (with due dates as applicable), and collaborate with other team members, irrespective of whether you share a file, a form or a custom object.
Whenever you start a distribution on Asite, a distribution window appears.
The following is a description of the steps you need to follow:
1. To start distributing, click the 'To' box and select recipients, tasks to distribute, and the timeline for each task as applicable. The 'To' field is mandatory to fill.
Clicking on the 'To' box displays a list of project users, distribution groups, roles, or organisations. Select recipients by marking the relevant checkboxes to share the chosen files or forms.
If needed, type in the initial characters to get auto-suggestions based on the same, then select the required names using the corresponding checkboxes.
Click the
(expand) icon to expand distribution groups, roles, or organisations and find their users. This icon appears when you move your mouse over the relevant distribution group, role, or organisation.If there is a long list of users, distribution groups, roles, or organisations in the project, click 'Show All' opposite the relevant column header to see the complete list as required.
The selected values will start appearing in the 'To' field. You can click on each recipient name or group (selected users, distribution groups, roles, or organisations) to see relevant details and make changes if required.
Note: Selecting a distribution group, a role, or an organisation is treated as a distribution object. When pre-populating them in any future case, they will be pre-populated as a distribution object and not as individual recipients from the object.To assign a task to each recipient user, you can go to the name of a specific user, distribution group, role, or organisation for whom the task needs to be assigned, then select a task from the corresponding dropdown. Next, choose an expected date to complete that task from the calendar by clicking the
calendar icon. The 
envelope icon is a switch option that helps you specify whether or not you need to send an email notification for each user assigned a task selected as part of the distribution. A yellow envelope icon indicates the switch is on, and the recipient user will receive an email notification. If the switch is off, the envelope icon will show grey, and the recipient user won't receive an email notification.
Click here to understand the different file tasks.
Click here to understand the different form tasks.If publishing and distributing a new revision for a file previously distributed, you will see the
(copy) icon opposite the 'To' field. Click the icon to fill the 'To' field with objects/users with those users.Selecting a task due date is not mandatory while assigning a 'For Information' task to anyone. However, it is necessary for other task types.
Click the
(add clone) icon to assign multiple tasks to the same user. You can do this for the listed users and users in a listed distribution group, role or organisation.Click the
(remove) icon against the name of selected distribution groups, users, roles, or organisations to remove them from the distribution.If you assign tasks to multiple users, distribution groups, roles, or organisations, you can apply values in bulk from the top header. Enter the required values that you want in bulk from the top header, such as the task to be assigned, due date, and email notification switch on or off (as required) - then click the
down arrow icon to apply the selected option to all records below in bulk.Click the 'Clear' option at the top left to clear all the selected tasks (including their due dates and email notification options).
Once you have selected recipients and task details, click the 'Close' option at the top left to close the dropdown.
2. In the 'Subject' field, enter a title or a note for the selected distribution as required.
3. Once you have filled in the distribution details for the selected object, click 'Distribute'. Otherwise, click 'Close' to cancel the distribution if necessary.
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