Distribution Lists - Main

The Summary section groups pertinent information from the other sections on the page. All information shown here is for display only.

• Current State: Indicates the current state of the distribution list.

• Title: The title of the distribution list. You can edit this in the Details section.
• Number: A string of characters that uniquely identifies the distribution list within the workspace or organization. You can edit the number in the Details section.
• Creation Date: Displays the date the document was created.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

The Details section lets you edit the information displayed in the Summary.

• Title: Type the title of the distribution list. If you are creating multiple distribution lists, use a descriptive title to help prevent confusion.
• Number: Type a string of characters that uniquely identifies this distribution list, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to the Proliance Local Admin on-line help.
• Number of Members: Proliance displays this number based on the contacts added the Members page. This field is not editable.
• Notes: Type any notes for this distribution list.