How to edit recipients to a document already distributed?

Modified on: Fri, 9 Jul, 2021 at 4:57 PM

Step-by-step guide:

Modifying Recipients

Step 1: On the distributed documents tab, right-click on the name of the document and select ‘Modify Recipients’.  

Step 2:  Add new recipients by searching for them or remove a recipient by selecting the blue ‘x’.  

Step 3: Once you’ve updated the list of vaults that have access to this document or these documents, select save.  

Step 4: You will then be prompted to choose if you would like to notify the vaultholder.

  • You can choose whether you send notifications to the vaultholder. 
  • If you want to notify the vaultholder via the in-vault notification bell, select the first checkbox and if you would like to send them an email notification select the second checkbox.
  • You can also tailor the message and preview it and from there.
  • Select Save.  

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.