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How to create Lists

Alex Hom avatar
Written by Alex Hom
Updated over a week ago

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

  1. Navigate to People section

  2. Select contacts by clicking on their Check Box

    1. Clicking the Check Box within the Header column will select all contacts on the page

  3. Click on the Action Menu

    1. Select Add to Distribution List

  4. Select the Toggle for Add or Create

    1. Add to Existing - Select an existing list to add contacts to

    2. Create New - Fill out the information for the new List

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