Streamline your document sharing by setting up distribution groups in Atlas-making it quick and easy to send documents to multiple employees at once.
Document distribution groups save you time and ensure the right people always receive important documents.
Creating a Document Distribution Group
Go to Dashboard > Employees > Document Distribution Group.
Click Add Document Distribution Group.
Select a name for the distribution group, then click Add.
Once created, click the Action (...) icon and select Associate employees with group.
Select one or more of the following fields as required:
Site
Employment type
Employees
Click the Update button to confirm.
IMPORTANT: If using Site and/or Employment type, employees must have a site assigned and an employment type selected on their Employee record for their names to appear in the selection list.
Using Distribution Groups
When you distribute a document, simply select the relevant distribution group(s) to send it to all members in one go.
