Document distribution

Each document recorded in civil pro can be associated with one or more users via its distribution list. The distribution list is how civil pro can automatically determine who needs to be advised (via a Transmittal) when a document is revised.

The distribution list for each document can be viewed in the related items panel of the Document Register. Add a person to the list by double clicking on "Distribution" in the Related Items panel, a popup will appear with a list of users. Drag the user(s) to add on to the distribution list.

To see the list of documents circulated to a user, open the people register and select "Show Doc. Distribution" from the right-click context menu. A panel will appear showing the documents on the distribution list for the currently selected user. Add a document to the list by double clicking on "Document" in the Related Items panel, a popup will appear with a list of documents. Drag the document(s) to add on to the distribution list.

If you need a report of the documents distributed to each user, this report is available from the Reports menu of the People register.