About Distribution Default/Groups

Using the Distribution feature, you can define what documents a firm should receive, as well as groups of contacts to which you regularly send correspondence.

The Distribution feature is accessed by clicking the Distribution icon in the toolbar of most forms that allow generating project documents (such as PM Request for Information, PM subcontracts, PM Approved Change Orders, and so forth), and allows you to set up a distribution default and distribution groups.

  • Distribution Default - Use distribution defaults to define what documents a contact should by default receive when using the Create and Send feature. 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 in PM Drawing Logs, the contact will automatically be added to the Distribution tab. When communications and documents are created using the Create and Send feature, the contact will by default be included. PM Assign Distribution Defaults Form.
    Note: Assigning a new distribution default will not change the distribution of the current document. The new distribution default will only be applied when you create a new document (RFI, change order, etc.).
  • Distribution Group - A distribution group is a collection of contacts that you regularly group together and send correspondence to - for example a group of contacts that receive submittals. These groups can then be added to communications created using the Create and Send feature. PM Distribution Groups Form.