Insert Quick Text When Distributing Documents

On the distribution Screen Select Manual or List Distribution.

On the screen where you add collaborators, title and the distribution message, click on Quick Text.

Select Existing Quick Text

1. Select the Quick text you wish to add.

2. Click Insert.

Create a New Quick Text 

1. Click on New.

2. Type your text.

3. Give you Quick Text a Name.

4. Select which document type you want this quick text to apply to.  eg All doc types tick the box Apply to All DocType.  For this we will leave as Transmittal (TX).

5. Applicability - who can use this Quick Text.   If you leave as ALL anyone in your company will be able to use this Quick Text.  

6. Editable - who can edit this Quick Text. 

7. Click Save.