Distribution groups identify the email addresses to send secure PDF reports to. Managers and Unit Managers have the ability to manage distribution groups when the Secure PDF Distribution feature is enabled for the subscription. Managing distribution groups is a part of the launch report workflow. If you wish to add/edit distribution groups without launching a report, simply cancel the report after saving the distribution group.
1. Select Report from the left menu.
2. Start a new report. Go to the New menu and select any report type.
For example, New > Scan Report > Template Based. The new report window appears. You will notice the PDF report format is selected automatically.
3. Select the Add Secure Distribution link to see options for sending secure PDF reports. (Note: If this link does not appear then the Secure PDF Distribution feature is not enabled for the subscription. See Securely Distribute PDF Reports.)
4. In the Distribution List section, click the Add Group link. The Add Distribution Group pop-up appears with a list of the distribution groups defined for your account. Use the buttons on the right to add/edit groups (described below).
1. From the Add Distribution Group pop-up, take one of these actions:
• To add a new distribution group, click the New button to the right of the list area.
• To make changes to an existing distribution group, select the group in the list and then click the Edit button to the right of the list area.
2. Provide details for the distribution group. Each group must have a unique title and one or more associated email addresses.
3. Click Save.
4. Optionally, repeat steps 1 through 3 to add/edit more distribution groups.
5. Click Cancel to exit the distribution groups workflow.
6. Take one of these actions:
• To launch a report, complete the report details and click Run.
• To exit the launch report workflow, click the Cancel button.