If the document is a public document, everyone can access the document. If it is not checked, only the people who are on the distribution can access the document. see more on "Document Management🔗"
If the document is public and you try to open the "Electronic Distribution" you will get this error:
Add new Item
To add a new item to the distribution list, click on the
button from the action bar, then choose the Typeaccording to the Type, the below table will appear. and by clicking on the
button on the first column, you can pick a value for it.there are four types :
Occupation
by choosing "Occupation" you can pick the occupations which are defined by the Human Resouces department.
all the people who are hired with the selected occupation or will be hired in the future can access the document.
by clicking on the
button, you can see the list of occupations and you can select one by double-clicking on it, or clicking on the item then clicking on the button.Organization Unit
by choosing "Organization Unit" you can pick a department which is defined by the Human Resouces department.
all the people who are hired in the selected department or will be hired in the future can access the document.
In the first column, you should select the company from the list of companies that this document is available,
by clicking on the
button, you can see the list of organization Units and you can select one by double-clicking on it, or clicking on the item then clicking on the button.Group
by choosing "Group" you can pick a group from the list of the "Groups🔗"
all the people who are a member of this group or will be added in the future can access the document.
by clicking on the
button, you can see the list of groups and you can select one by double-clicking on it, or clicking on the item then clicking on the button.User
by choosing "User" you can pick a specific person,
by clicking on the
button, you can see the list of people and you can select one by double-clicking on it, or clicking on the item then clicking on the button.if you need to add more Items you need to click on the last row( empty row) and a new row automatically will be added at the end of the list.
then click on a
button.Delete an Item
To Delete an item, select it from the list first, click on the
button from the action list, if you are sure about it, click on a button.
1 Comment
Chris Gilhooly
Hesam Shojaee Edits: (edited lines denoted in red)
If the document is a public document, everyone can access the document. If "Public" is not checked, only the people who are on the distribution can access the document. See more in "Document Management🔗"
If the document is public and you try to open the "Electronic Distribution" you will get this error:
Add new Item
To add a new item to the distribution list, click on the
button from the action bar, then choose the document type.
Depending on the document type, the below table will appear. By clicking on the
button on the first column, the value can be modified.
There are four options within the menu:
Occupation
/Capitalize the first letter of each line within each bullet point
by choosing "Occupation" you can pick the occupations which are defined by the Human Resouces department.
all the people who are hired with the selected occupation or will be hired in the future can access the document.
by clicking on the
button, you can see the list of occupations and you can select one by double-clicking on it, or clicking on the item then clicking on the
button.
Organization Unit
by choosing "Organization Unit" you can pick a department which is defined by the Human Resouces department.
all the people who are hired in the selected department or will be hired in the future can access the document.
In the first column, you should select the company from the list of companies this document is available to.
by clicking on the
button, you can see the list of organization Units and you can select one by double-clicking on it, or clicking on the item then clicking on the
button.
Group
by choosing "Group" you can pick a group from the list of the "Groups🔗"
all the people who are a member of this group or will be added in the future can access the document.
By clicking on the
button, you can see the list of groups. They can be selected by double-clicking on them, or by clicking on the item then clicking on the
button.
User
by choosing "User" you can pick a specific person,
by clicking on the
button, you can see the list of people and you can select one by double-clicking on it, or clicking on the item then clicking on the
button.
To add more items, click on the last empty row, and a new row will automatically be added at the end of the list.
When finished, click on the
button.
Delete an Item
To delete an item, select it from the list, click on the
button from the action list, and to confirm click on the
button.