Addressing Groups

Where Can Groups Be Used?

User groups can be used in the following areas:

1. Distribution Lists.

2. In Action.

If a group has multiple members, it can only be used where the document type allows multiple action people.

3. In Info.

Notifications will be sent to each members in the group based on their individual notification settings.

4. In the Address Book.

How To Use Groups with Distribution Rules

Yes, groups can be added to the Applicability, Action and Info of distribution rules. Basically anything you can come up with the +/- security rules (For example _CNS,(MANAGERS),RIB-*,PA-PA).

How to Use a Group in Addressing

You can either select them from the address book:

Or type them in manually either in full with (GROUPNAME) or a part of the name GROUP. After hitting enter if it detects multiple matches, it will highlight in red so you can double click and select the correct one.

Groups are set up and edited by your Contacts or Project Administrators. Click here for set up.