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Document Routing Distribution Group Screen Field Reference

Modified: 7 Jun 2026 Viewpoint Estimating Administration Document Management Help
Note:

Click to add a row to the grid; to delete the active row from the grid.

Click to show the User sub-grid for a distribution group.

See Grids for more tips on using grids.

Field Description
Distribution Group grid - Each row in the grid is a distribution group.
Distribution Group Enter a code of up to eight alphanumeric characters to identify the distribution group - it cannot begin or end with a space.
Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
Name Enter the name of the distribution group.
Status Click to select the status for the distribution group.
  • Active - Distribution group is available for use and appears in lookup lists.
  • Inactive - Distribution group is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Memo Enter any comments or notes about the distribution group.
User sub-grid - Each row in the sub-grid is a user in the distribution group. Click next to a row to display the card view. A card view shows the notable information for a row on a single screen, eliminating the need to scroll back and forth.
User Enter the code of the Users screen to include in the distribution group or click to select the user from a Lookup List.
Type Click to select the distribution type for the user.
Due Days Enter the number of days from the document start date that the user's review is due. If you enter 0, the due date is set to the distribution date. If you don't enter a value, no due date is calculated.
Priority Click to select the priority for the user.
Status Enter the Document Management Types screen for the document or click to select the status type from a Lookup List.
E-mail As Click to select the type of e-mail recipient for the user.
Memo to User Enter any comments or notes about the review for the user.
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