The distribution list can be made up of:
- The file liaison (or, if absent, the client)
- The file manager
- The file supervisor
- The member/contact in a particular role on the file
- A specific member/contact
It is preferable to build the distribution list using roles, rather than explicitly specifying contacts; in this way, changes to the
file contacts will be automatically reflected in the distribution list.
Depending on who appears on the distribution list, its behaviour may change:
Members on the distribution list
If a member is added to the distribution list, they will receive documents as a
reading document task. The behaviour and options for the task can be configured during distribution process. The
document type will determine whether the file manager and/or supervisor members receive reading tasks for the document (by default).
Contacts on the distribution list
For all other contacts added to the distribution list, a covering letter (or e-mail) will be generated using the
document creation activity. When used in this way, the activity operates in a cut-down mode where the user arrives at the end of the wizard with sensible options already selected. You can also nominate whether contacts should appear in the To, CC or BCC roles.