Use Groups (for Addressees)

Once groups have been created under a project, they are ready to be used to send your approvals or contract notices.

Related Link:

Create Groups  

1. Using Groups to send approvals

a) In the "Request Approval" dialog box, click on the " People" icon.

b) Select the relevant group from the list displayed

c) The names of the users in the group will appear in the "Addressees" field.

Notes:

If the box for " Show only users that can approve" is ticked, only the users who can approve will appear.

You can also select a group to copy your approval at "CC".

2. Using groups to send Contract Notices

In the "Notice To" field, click on the "People" icon to select the relevant group.