Email Distribution Group

The Email Distribution Group screen allows you to create reusable groups of email recipients to receive email notifications. Email distribution groups can be assigned to select areas of the system that generate automated emails; for more information see Send Emails (Automated).

General

In the General area, enter basic information about the email distribution group.

 Field Description
Code Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
Name Enter a name to describe the document. The name does not have to be unique.
  Status

Select the status of the document.

Recipients

In the Recipients area, add all of the recipients that should receive an email for the distribution group. A recipient can either be an employee or a specified email address. At least one recipient must be defined for the group.

Field Description
Type

Select the type of recipient:

  • Employee: This option allows you to select an employee from your database. When selected, an Employee must be selected, which will automatically populate the Employee Email.
  • Specified Address: This option allows you to manually enter a recipient. When selected, an Email Address must be entered.
  Employee

Enter or select an employee. Only active employees that have an email defined can be selected. This field is required when Type is Employee.

  Employee Email

When Type is Employee, this field displays the email associated with the selected Employee.

  Email Address When Type is Specified Address, enter a valid email address.
  To

Select to add the recipient to the To line in the email. By default, To is selected.

  Cc

Select to add the recipient to the Cc line in the email.

  Bcc

Select to include the recipient in the BCC field of emails.

  Reply To

Select to include the recipient in the Reply To field of emails. This option can only be selected for one recipient (email).