Who is this article for?

Users who need to create and manage recipient lists in document management.

No elevated permissions are required.

This guide explains how to create lists for group recipients in document distribution.

1. Introduction to lists

Lists are the second step when setting up your document area. They are defined as static groups of recipients that you categorise by product, location, or relationship. Lists make it easier to send one or many documents to the right people.

2. Creating a list

1. Go to the Lists area and select Add list.

2. Select filters that apply to the group of recipients you want to send documents to. Filters can be applied to:
   • Companies already in your network (those mapped to a product).
   • Companies from the Supply Chain directory.

3. To ensure tasks are received and responded to by the correct recipient:
   • Select from the existing list of recipients.
   • Or add a new contact with an email address.

4. If you do not select a specific recipient, you will see a warning: 
   “If you do not specify an individual recipient, there is no guarantee that the correct person will receive an email alert to complete the required tasks by your specified due date when sending requests.” 
   You can ignore this warning, but it is recommended to define a specific recipient for each company.
5. You can create a group and either publish it or save it as a draft.
6. Once a group is published, you can add further recipients and companies by selecting the 3 dots to edit the existing group.