Distribution

The Distribution section in Document Details allows users to manage recipients, send document correspondence, and track delivery progress. This helps users keep a clear record of who received documents, when communication was sent, and how recipients interacted with it.

Distribution entries can include both internal users and external contacts.

Distribution section in Document Details

Distribution List Toolbar Functions

Function	Description
Import List	Imports recipients from a prepared distribution list.
Add Entry	Adds one or more recipients manually to the distribution list.
Refresh	Reloads the latest distribution data and statuses.

Tracking Distribution Status

After sending, the Distribution section provides a history of send activity and recipient status updates.

Depending on setup and release level, status indicators may include delivery and engagement outcomes such as:

• Sent / queued
• Read / opened
• Downloaded
• Temporary failure / failed delivery

Use Refresh to pull the latest status updates when monitoring correspondence.

How to Prepare a Distribution List

Step	Description
1	Open the relevant document’s Document Details dialog and scroll to the Distribution section.
2	Add recipients using Import List (for preconfigured lists) or Add Entry (for manual selection).
3	Confirm recipient details such as names and email addresses.
4	Optional: Click Refresh to ensure the latest list data is shown before sending.

How to Send to Distribution Queue

Step	Description
1	In the horizontal toolbar at the top of the Document Details dialog, select Send to Distribution Queue.
2	Select the relevant email distribution template.
3	Optional: choose whether to include annotations (if relevant for the send).
4	Review the recipient count and selected settings.
5	Confirm the send. Docwize will display progress while processing the distribution.

Here is an example of sending a distribution:

Example: Sending a Distribution