Manage document distribution and recipients
View who received each document version, track when they viewed it, and update recipients or issue the latest version.
This guide is designed for project manager.
Steps
Step 1: Open the Distribution tab for your document
Navigate to the document’s unified view and select the Distribution tab to see the per-version recipient list.
Step 2: Review recipients for the selected version
Check which project members were notified for the currently selected version, including their status, view time, and any relative time since they last viewed it.
Step 3: Switch between document versions
Use the version selector to switch to another document version and review its specific distribution list and viewing history.
Step 4: Add recipients to the latest version
On the latest version, use the recipient picker to search for and add additional project members so they are included in the current distribution.
Step 5: Control whether new recipients are notified
Use the notification toggle when adding recipients to decide if they should be emailed immediately about the latest version.
Step 6: Remove recipients from the latest version
For the latest version, remove individual recipients from the distribution list when they no longer need access or updates.
Step 7: Issue a saved version that was not previously notified
When a version was saved without notifying anyone, use the "Issue this version now" action to send notifications to the selected recipients.
Step 8: Monitor loading states and errors
Watch for loading indicators and any error messages when changing versions, adding or removing recipients, or issuing a version so you can retry if needed.
Last updated: 2026-08-31