Documents sent externally to customers from Expedient Software have been assigned to specific group. Personnel Contacts are then assigned to receive these document groups. The document groups are used to pre-populate the recipients to emails generated for documents. For example, contact John Smith, who works in the Import Department of client DEMCON, is assigned to the Import Notifications Document Group. John Smith’s email address will automatically appear in the distribution list for the documents ‘FCL Delivery’ and ‘Return of Empty Container’, and all other Import Documentation sent to DEMCON.
In Update click in an empty row to add or update a Document Group. Click in an empty row in the Document Distribution Group table to view the list of available groups. Select a specific Document Group or select ‘All Documents’ if you want the contact’s email address added to the distribution list for every document intended for this client. Please note if you select ‘All Documents’ you are not able to select another Document Group in the next row of the table.
Double click on a saved Document Group to view the documents that belong to the group. The same screen can be accessed from Administration > Company Details Menu > Document Distribution Groups
This screen can be used to view all the documents belonging to a Document Group and to look up which group a specific document belongs to.
Use the Find option to search on a Distribution Group
Then search for the document in the Document Name list.
The screen will advise the Distribution Group the document belongs to.