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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

Email Distribution Lists

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Adding an Email Distribution List

You need the Email Distribution Lists permission to create a distribution list. An email distribution list facilitates communication when a single or a recurring message or report is sent from Conga Contracts to a group of people. Distribution lists are used in the Messaging feature, as well as other program features that use the Address Book, including scheduled reports, events, event alerts for contract expiration dates, scorecards, workflow steps, and Project Teams.

  1. Click the Gear Icon in the Navigation Toolbar, and click the Email Distribution Lists link in the menu.
  2. In the Mail Distribution List Browse screen, click New Distribution List in the toolbar.
  3. In the Mail Distribution List screen, populate the following fields:
    • Distribution List Name - enter a descriptive name for the email distribution list.
    • (Optional) Distribution List Description - provide a clear and concise summary, describing how the distribution list can be used.
  4. Click in the Distribution List People field to display the Address Book:
    • Add an individual to the distribution list by clicking their name.
    • Locate a person quickly by typing the first few letters of their first or last name into the Search field, and clicking. Click to clear the filter. Click Submit to add the individuals to the distribution list and close the Address Book. Ensure All People is selected in the list to the left of the Search field to include everyone in the Address Book (users, company contacts, and external people).
  5. Click Save.
Administrator Guide
Contracts

January 2, 2025