AssetWise ALIM Web Help

Creating a Distribution List Using the Wizard

When you create a distribution list using a wizard, it directs you through all of the possible options.

To create a distribution list using the Create new card, see Creating a Distribution List Using the Create New Card.

Follow these steps to create a distribution list using a wizard, in AssetWise ALIM Web.

  1. From the Navigation pane, select Basket from the list.
  2. From the Actions menu, select Create distribution list.
    The Distribution List Wizard opens. For example,
  3. Select the List contents that you would like to include in the distribution list:
    1. Select Include people that I select if you want to choose who will be included in the distribution list.
    2. Select Include all the distributable documents from my Basket (pending documents can't be distributed), if you want to include all distributable documents that are currently in your Basket.
    Note: This item is selected by default.
    Tip: You can leave both options blank, if preferred.
  4. When you are finished, click Next. The wizard advances to Step 2 of 3 - Line Items. For example,
  5. If you selected Include people that I select in the List contents wizard (Step 1 of 3), do the following for each person that you want to add:
    1. Enter the name of the person in the box provided, and then click Add.
    2. You can select the Delivery address from the list.
    3. You can select a Media type from the list.
    Note: Each person on the distribution list must have an "Active" status, in order to receive the documents.
    Tip: To remove a person from the list, select it and then click Remove.
  6. When you are finished, click Next. The wizard advances to the next step. For example,
  7. Do one of the following:
    Option Description Action
    Create a distribution list This option creates a distribution list that includes the persons selected in this distribution wizard Enter a Distribution list name in the box provided
    Overwrite the selected distribution list This option deletes all documents and persons linked to that distribution list and then includes each person added in through the distribution wizard Enter a Distribution list name in the box provided
  8. When you are finished, click Next. A confirmation page appears. for example,
  9. Click Close.
Parent topic: Distribution Lists