Allows you to specify the users or roles included in the selected distribution matrix, as well as the action required from each user or role upon receipt of a transmittal. For users or roles who receive paper copies of transmittals, you can also specify the page size for transmittals.
User List - Displays the list of users or roles available for assignment to the step.
Add - Allows you to assign the selected users or roles to the step.
Remove - Allows you to remove the current users or roles assigned to the step.
Matrix pane - Displays columns for assigned recipients. New columns are automatically populated with the default Reason for Receipt and Format values (if set).
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You can also drag and drop a recipient into the matrix pane.
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If an internal matrix is selected, the pane will display two columns (Doc category and Contract).
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Right-click a column to display the shortcut menu options:
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Move Column - Adjusts the order in which the user or role columns display.
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Add Column - Allows you to add a user or role column. You must type a valid user or group name to add the new column.
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Duplicate Column - Allows you to add a new user or role column with the same reasons for receipt as the column being duplicated.
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Clear Column - Removes all reasons for receipt from the column.
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Delete Column - Removes the user or role from the display.
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Change Recipient - Allows you to change the recipient.
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Right-click a row to display the shortcut menu options:
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Duplicate Row - Adds a new row with the same properties and reasons for receipt as the row being duplicated.
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Delete Row - Removes the row from the display.
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Color palettes - Allows you to customize the cell colors.
Default format - Specifies the paper format automatically assigned to newly added paper users.
Default reason for receipt - Specifies the reason for receipt automatically assigned to newly added users or roles.
Size columns for best fit - Resizes the columns in the matrix view.
User - Allows you to search for users to assign to the distribution matrix.
Role - Allows you to search for roles to assign to the distribution matrix.