Project Specs - Distribution

Purpose

The Distribution tab is where you define which project contacts receive emailed reports or can view reports in AgilePort. You also have the option to define Delivery Notes which are displayed when a user is in the Delivery module for that project.

Default From Email Address

Default From Email Address allows you to set which default email address will populate the From field when generating reports associated with the current project.  Note, the From field can still be changed at report generation, but will initially be populated with the value here instead of the users stored email address.

Delivery Notes

Delivery Notes allow you to record notes (instructions / reminders) for users who distribute reports in the Delivery module. These notes will display in Delivery when you have that project selected.

Report Recipients

Click the Add Recipient button to add a recipient contact to the distribution. Begin by typing in the email address of the individual you wish to add as a recipient. If this person is a collaborator on the project or is an existing AgilePort user, you will see their email address in a list to select from. Simply select their email address to populate the rest of the recipient information (First Name, Last Name, Company, Role). If the recipient does not exist, you can fill in the remaining recipient fields to create a new recipient. If the contact should receive emailed reports and / or view reports in AgilePort, set the Email Access / AgilePort Access fields accordingly.

Associate Reports

Use the Reports tree at the bottom of the pop up (shown above) to indicate which reports the contact should receive when emailed out of MetaField or have access to when viewed in AgilePort.