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Add, Update, or Delete a Distribution List

Use these steps to manage your Distribution Lists.  This includes adding a new list, updating a list's name, or deleting a list.

 For the steps to update a list's recipients, see Work with People assigned to a Distribution List.

For a description of Distribution Lists, Documents, and Schedules, see Overview - Manage Distribution Lists.

 

Add a Distribution List

Follow these steps to add a new Distribution List.

Note:  A Distribution List must have at least one Recipient.

 

From the main Inventory & Shrink window, under SBT Setup:

  1. Click Manage Distribution Lists.  

  2. Click Find.

You can enter part of a Distribution List Name to help locate the list.  Use asterisks as wild cards.

  1. Review the current lists to ensure the new list hasn't already been added.

  2. Click Add.

  3. Enter the Distribution List Name.

  4. Select the first Person to include and click Add.

  5. Continue with the next Person as needed.

  6. Click Save.

At least one Document Schedule must be added.  The Document Schedule determines which Documents are sent and when they are run.

  1. With the new list Name selected, click Update Document Schedule Assignments.

  2. Use the Assign Schedule drop-down list to select the desired Document Schedule.

  3. Click Preview Associated Documents.

  4. Review the list, clicking Back when complete.

  5. If this is the desired Document Schedule, click Assign Schedule.

  6. Otherwise, select another Document Schedule and Preview as above.  Click Assign Schedule when done.

  7. Click Back when the desired schedules are assigned.

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Update a Distribution List -- Change a list's name

Sometimes a list must be renamed to better identify its purpose and recipients.  

Note:  If you simply need to update the recipients, see View, Add, or Delete the people assigned to a Distribution List.

 

From the main Inventory & Shrink window, under SBT Setup:

  1. Click Manage Distribution Lists.  

  2. Click Find.

You can enter part of a Distribution List Name to help locate the list.  Use asterisks as wild cards.

  1. Select the list Name.

  2. Click Update.

  3. Enter the new Distribution List Name.

  4. Click Save.

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Delete a Distribution List

Use these steps to remove a Distribution List that has become obsolete.  

Notes:

 

 

From the main Inventory & Shrink window, under SBT Setup:

  1. Click Manage Distribution Lists.  

  2. Click Find.

You can enter part of a Distribution List Name to help locate the list.  Use asterisks as wild cards.

  1. Select the list Name.

  2. Click Delete.

You are prompted "Are you sure.....?"

  1. Click Yes to delete.

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New 5/3/2005