Quick Reference Guide
The purpose of this quick reference guide is to provide an overview of the Online Distribution List Management application and to focus on some of the common functionality.
Unified view¶
Upon logging into Online Distribution List Management, the default landing page is the unified view. This page contains the distribution lists, emails, and properties tables for quick distribution list management all in one place. To return to the unified view at any time, click the hotel icon 
from the left-hand navigation menu.
Screen layout¶
Working with tables¶
Highlighting/selecting records¶
To make changes to your distribution lists, the appropriate combination of distribution lists, emails, and properties must be selected. Highlighting records provides another layer of filtering. When you highlight a record, the other tables display data filtered by the highlighted record. Highlighting a record also selects the checkbox, enabling the addition or deletion of the selected record.
Click a record in any grid to highlight that record. This filters the other grids by that record and selects the checkbox to enable the addition or deletion of that record.
You can select a record without highlighting it by selecting the checkbox.
Info
Notice when a record is highlighted, the other tables display the record being filtered.
Note
You can select multiple records, but only one record in each table can be highlighted.
Filtering/sorting records¶
Use the text filter at the top of a grid to refine displayed data. Start entering the filter criteria and the grid will update in real time.
Click any of the column headings to sort by that column. Click the column heading again to reverse the sort order.
Table views¶
When making changes to your distribution lists, there are two ways to view the tables:
Default view
By default, the application displays the distribution lists you have access to, as well as all of the emails and properties associated with those lists. Highlighting a record in any of the tables will filter the other tables by that highlighted record.
For example, if you highlight a property, the emails and distribution lists tables will only display email addresses and distribution lists that are linked with that property.
When viewing tables in the default view, the Remove Selected button is active, and the Add Selected button is deactivated.
Note
You can only remove emails/properties from distribution lists while in the default table view.
Flipped view
In our example above where you highlighted a property, click the plus sign icon 
on the email table. This will "flip" the table and display all of the email addresses that ARE NOT linked with that property.
When viewing tables in the flipped view, the Add Selected button is active, and the Remove Selected button is deactivated.
Note
You can only add emails/properties to distribution lists while in the flipped table view.
Click the return arrow icon 
on any table to return to the default view.
Additional table view notes
The properties table is the only exception to the flipped table view. Rather than showing properties not linked to a distribution list or email address, the properties table provides a search mechanism to find other properties in your portfolio to add them to a list.
Property file names¶
The property file name represents the name that will appear on your delivered report. If the file name is blank, it will default to the STR ID. To edit a property file name:
- Highlight a distribution list
- Click the pencil icon
- Enter the desired file name
- Click the check mark
to save changes
Note
When a custom file name is added, you will be unable to delete that file name. You can edit the file name but cannot return to a blank file name.
Audit history¶
Audit history is a record of both pending and processed changes to your distribution lists. To access audit history, click the history icon 
from the left-hand navigation menu.
Screen layout¶
