Recipient List

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

Recipient List

The Recipient List shows you which Scheduled Reports you need to approve for distribution. The appropriate security access lets you modify the Distribution List or recipients for the report. See Distribution Group Setup for more information.

The Recipient List form is accessed via the User Center > My Reports tab > Scheduled Reports to Distribute section. Click this icon in the Recipient List column. The Recipient List form appears.

The Recipient List Menu

File

Menu Option	Icon	Function
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.
Sign Off & Close		Closes the form and all other AMS360 centers and forms. If you have entered data and not yet saved your changes, you are asked if you want to save your changes before closing.
Close		Closes the data entry form without saving the information you have entered.

Operation

Menu Option	Icon	Submenu Options	Uses
Activity		New	Opens the Activity/Suspense data entry form so you can enter a new activity.
Activity		View	Opens the View Activity form.
Contacts			Opens the Contacts data entry form.
DocManagement		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.
Form Letters			Initiates the Form Letters data entry form.
Notes		New	Opens the Notes data entry form so you can enter a new note.
Notes		View	Opens the View Notes form.
Suspense		New	Opens the Activity/Suspense data entry form so you can enter a new suspense.
Suspense		View	Opens the View Suspense form and lists suspense that are incomplete and due within 30 days.

Toolbox

Help

Menu Option	Function
Context	Displays help for the active data entry form or center.
Search	Opens the AMS360Searchfeature.
Help Center	Displays the AMS360Help Center that contains system news and links to other resources.
Keyboard Shortcuts	Opens the Help topic that details the keyboard shortcuts available in AMS360.
Email Event Logs	Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems.
Web-Based Training	Launches the login page for AMS Learning and Performance System.
About	Shows you the current version information for AMS360.

The Recipient List Toolbar

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 Center so you can search for and open another customer.

Reports

Launches the Reports - All selection form where you can select to print reports.

Field

What is this?

Select Recipients from Contacts

The form that appears when you choose Select Recipients from Contacts is a modified version of Contacts. You see only a limited number of items in the name list.

Select Distribution Group

Opens the Distribution Group form where you can add pre-defined Groups to the distribution list. You can also access Distribution Group Setup from this form.

This link is disabled if the logged in user has No Access to Distribution Setup.

There are two ways you can add a group to the list.

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

Add New Email

Opens the Add New Email form where you can manually enter a name and email address.

Grid

If you as the approver do not have security access to particular distribution group on the list, the group is displayed as one row and the group name is in text format in the Name column, not a link.

If you do have security access to the distribution group on the list, all members of the group are displayed as individual rows.

Group/Field	What is this?
Name	Name of recipient or group.
Title	Recipient's or group's title.
Type	Employee or Other Contact
Email Address	Any Email entry requires the correct email syntax. Correct syntax looks like: name@address.com. When using this option you can also select an Email Method, see below.
To Report Tab	Use for Employees only.
To Email	Confirm an Email address appears on the Email Address column when choosing this option.
Email Method	Bcc Cc To
PDF Format	Report is sent using .PDF format for viewing. Report is sent using .CSV (Excel) format for viewing. You can choose one or both formats.
CSV Format

What's Next?

Do you want more information on viewing and approving reports sent to you? See the My Reports tab in the User Center.

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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:02 PM