Union Square Software
Project Distribution Lists:

The project distribution list records people who are involved in a project. Typically when you are creating letters, e-mails, faxes, minutes, agendas, etc. the names will be selected from this list. Archetype automatically adds names to this list from the contacts database when you select someone as a recipient whose name is not in the list. Thus, Archetype learns who is involved in a project as you use it.

  • Record who is involved in a project and their role in the project

  •    ° Select from the Contacts Database
       ° Contacts may be involved in any number of projects and may have different roles in them
       ° Automatic entry in the list when contacts are assigned to the Project Team
       ° Automatic entry of contacts to the list when documents are copied to them
  • Select from this list when creating correspondence, minutes, agendas, certificates, instructions, etc or when issuing drawings

  • Record what format each contact requires their drawings in

  •    ° Linked to the Drawing Register for issuing drawings
  • Print the list for a handy reference when out of the office e.g. visiting the site.


  • Click to enlarge


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