Distribution Lists
Distribution Lists are collections of contacts for easier communication. Company Groups can be used similarly but can only contain contacts within the same company, whereas Lists can include contacts from any company.
Distribution lists can be selected as recipients for Emails using People Selection (see People Selection Recipients) or directly from a Document (see How to send emails from Documents).
Adding to/Creating Distribution Lists
Navigate to People section
Select contacts by clicking on their Check Box
Clicking the Check Box within the Header column will select all contacts on the page
Click on the Action Menu
Select Add to Distribution List
Select the Toggle for Add or Create
Add to Existing - Select an existing list to add contacts to
Create New - Fill out the information for the new List




