PM Assign Distribution Defaults Form
Use this form to define what documents a contact should receive by default when you send them using the Create and Send feature.
You can access this form from most PM forms using the Distribution icon () in the toolbar at the top of the form.
For example, if a contact at an architecture firm should receive a copy of all drawing logs of document type 'ARCH', use this feature to set up that contact as a default for 'ARCH' documents. When drawing logs of that type are created and sent using the Create and Send feature, that contact will automatically be included.
Distribution defaults are applied in two ways:
- When a record is created - For example when a new PCO is created using the PM Pending Change Orders form, the Distribution tab would populate with the default distributions. These contacts will be used by the Create and Send feature when a change order document is created. This does not apply if the record does not have a Distribution tab, for example the PM Submittal Package form.
- When the Create and Send feature is used - When a document is generated using the Create and Send feature the default distributions will be applied. This means that if you change a default distribution after creating a PCO, the new distribution defaults will be applied to the PCO when the change order document is generated using the Create and Send feature.
Click the link below for more information about using this form.