Add Records to an Existing Record Distribution List

If you have a specific list of Records that you wish to issue repeatedly, you can create a Record Distribution list.  This Distribution List can then be chosen when you are setting up an issue - the most recent revision for each record within the Distribution List will be added to the issue automatically. 

In this article, we will see how to add records to an existing Records Distribution List. 

Navigate to Records

1. Head to the relevant project and click on 'Records' tab on the left hand menu.

Select Records

2. Select the Records you wish to add to the Distribution List. 

Add Records 

3. Click on the 'Record Distribution' button and select 'Add to Existing Distribution'.

Edit Distribution List 

4. Select the Distribution List you want to add the Records from the dropdown list. Click on 'Update' to add the Records.

Updates Successful

5. You will see the 'Successfully updated Record Distribution List' message that confirms the changes. 

Viewing Distribution Lists

6. To view your Record Distribution Lists, click on the 'Distribution Lists' button. 

Selecting a Distribution List

7. When issuing, users can select the relevant Record Distribution List from the dropdown field. This will add the latest revision for each for the records from the Distribution List. You can add multiple Distributions to the issue. 

Finished

Congratulations, you have now successfully edited a Record Distribution List!