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Document Routing Distribution Group screen

Modified: 7 Jun 2026 Viewpoint Estimating Document Management Help

Use the Document Routing Distribution Group screen to create distribution groups for review and approval of documents.

To open the Document Routing Distribution Group screen, click Administration > Setup > Document Routing Distribution Group in the All Tasks pane.

Document routing distribution groups can be added to certain documents and records.
  • Vendor Invoices:
    • Enter Vendor Invoice
    • Adjust Vendor Invoice
    • View Vendor Invoice
  • Project Documents:
    • Checklists
    • Contract Invoices:
      • Enter Contract Invoice
      • Adjust Contract Invoices
    • Daily Field Reports
    • Issues
    • Project Plans
    • Requests for Information
    • Submittals
    • Submittal Packages
    • Transmittals
  • Customer Lien Notices
  • Customer Lien Releases
  • Vendor Lien Notices
  • Vendor Lien Releases

All distribution groups are available throughout the application. They are not tied to any single company.

Note: The Document Routing Distribution Group screen is a step in the initial setup process. The System Settings screen is the next step.
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