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Use Groups (for Addressees) (D)

 

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 (D)

 

1. Using Groups to send approvals

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

Use_Groups_-1.png

b) Select the relevant group from the list displayed

Use_Groups_-2.png

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".

Use_Groups_-3.png

2. Using groups to send Contract Notices

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

Use_Groups_-4.png

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