You can issue project documents to selected recipients. For example, you can issue documents to stakeholders to review. To issue a document, it must have at least one rendition, and you must have the required rights. Obsolete documents cannot be issued.
To issue project documents:
-
Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the
Personal Zone.
-
Click the Documents tab.
-
Search for and select the documents that you want to issue.
For information, see Searching for Documents.
-
If you are not using Smart View, click the Tools tab under My Search Results.
If you are using Smart View, this step is not applicable.
-
Click
Issue Documents.
-
On the Issue Documents window, deselect any renditions that you do not want to issue for a selected document.
-
For each selected document, use the list in the Reason column to select the reason for issuing it.
If the reason for issuing each document is the same, you can use the list above the Reason column to select the same reason for all documents.
-
To add additional documents to the document issue, do any of the following:
-
Click
Next.
-
On the Select Recipients step, do one or more of the following to add recipients: