File

Operation

Toolbox

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Icon	Feature	Uses
	Save	Saves the information you have entered on the data entry form without closing the form.
	Save & Close	Saves the information you have entered on the data entry form and closes the form.
	Form Letters	Opens the Form Letters data entry form.
	Contacts	Opens the Contacts form.
	Activity	Opens the Activity/Suspense data entry form so you can enter a new activity.
	Suspense	Opens the Activity/Suspense data entry form so you can enter a new suspense.
	Notes	Opens the Notes data entry form so you can enter a new note.
	Doc Management	Field/ Link What is this? Check Out Status Opens the Doc360 Check Out Status form. Distribute Documents Opens the Document Distribution form. Find Documents Opens the Doc360 Search form. Get Documents Opens the Get Documents form. Match Pending Attachments Opens the Doc360 Match Pending Attachments form.
	Customer	Opens the Customer Search form in another browser session so you can search for and open another customer.
	Reports	Launches the Reports - All selection form where you can select to print reports.
	Copy Distribution Group	Highlight a distribution group in the grid and choose Copy Distribution Group icon. The form changes to Edit mode for updating the new Group Name, Description, Group Level and Electronic Distribution List.

Field	What is this?
Grid	Group/Field What is this? Group Name Name given to the group when it was created. Description Description given to the group when it was created. Group Level Displays the level of the corresponding group as Agency or User.
Distribution Group	Group/Field What is this? Name Enter the name for the group. Description Enter the description for the group
Group Level	Group/Field What is this? Agency Set the level for the group. The level is very important when setting up security in Security Group Setup. User

Group members

1. Click New from the Distribution Group Setup section header.

2. Enter a Name and Description for your new group.

3. Select the Group Level.

Group Level	What is this?
Agency Level Distribution Group	When chosen the group appears as one row on the Distribution List with a link that opens the Distribution Group Setup with the group members listed. Any changes to the group automatically updates the distribution list.
User Level Distribution Group	Choosing this option adds each member separately to the Distribution List. Any changes to the group do not update the distribution list.

4. In the Group members section, click Select members from Contacts. A modified version of the Contacts form appears. You see only a limited number of items in the name list.

5. Highlight your recipient selections in the grid, click Add to Distribution Group List for each one.

6. Close the Contacts form.

7. Use Add New Email if the recipient has not previously been added to Contacts.

8. Click Add on the Distribution Group Setup section bar. The new group name appears in the Distribution Group Setup grid.

9. Click Save and Close.

Do the following to create a Distribution Group by copying an existing group and changing specific criteria:

1. In the Distribution Group Setup grid, click the Group to be copied.

2. From the menu, click File > Copy Distribution Group, or click the Copy Distribution Group  icon. The Distribution Group Setup form opens in edit mode.

3. Enter a Name, Description, and choose either the Agency or UserGroup level.

Group Level	What is this?
Agency Level Distribution Group	When chosen the group appears as one row on the Distribution List with a link that opens the Distribution Group Setup with the group members listed. Any changes to the group automatically updates the distribution list.
User Level Distribution Group	Choosing this option adds each member separately to the Distribution List. Any changes to the group do not update the distribution list.

4. In the Group members section the copied group members appear in the grid. To add additional members, click Select members from Contacts. A modified version of the Contacts form appears. You see only a limited number of items in the name list.

5. Highlight your recipient selections in the grid, and click Add to Distribution Group List for each one.

6. Close the Contacts form.

7. Use Add New Email if the recipient has not previously been added to the Contacts form.

8. Click Add on the Distribution Group Setup section bar. The new group name appears in the Distribution Group Setup grid.

9. Click Save and Close .