Add Contacts to a Distribution List
You can manually add contacts to a distribution list for any applicable record in Project Management (for example, subcontracts, subcontract change orders, RFIs, and drawing logs).
- When you include a contact in Create and Send communication.
- When you set up a contact as a default for the document type in PM Assign Distribution Defaults (accessed by clicking the Distribution button on the toolbar and selecting Distribution Default).
- When you create a new record in an applicable form (for example, PM Subcontracts) and specify a vendor that is set up as a project firm with contacts defined.
However, you can also manually add contacts to the distribution list directly in the Distributions tab of the related form.