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Create a mailing group

Need to send mail or documents to the same group of people on a regular basis? Speed the process up by creating mailing groups.

Mailing groups are also known as distribution groups. You can only see mailing groups created by your organization - they cannot be shared.

You need to create separate mailing groups for To and CC recipients.

Create a mailing group

  1. From the main navigation double click Directory, and select Create Mailing Group.
  1. Click Edit Users.
  1. Enter the person's Given or Family name in the appropriate search field.
  2. Click Search.
  3. Select all the people with that name that you want to add by clicking the checkbox next to their name.
  4. Click the To button to add the user to your mailing group. When you do this, their names are added to the Target List above the search fields.
  5. Repeat this process for each user you want to add.

Tip!

You need to create separate mailing groups for To and CC recipients.

  1. Click the OK button in the top right corner. 
  2. In the New Group window, enter your mailing group’s name.
  3. Click the Save button.

This group should now be available to you when creating a new mail.

Tip!

If you need to prevent other people from making changes to this mailing group, select the Locked checkbox.

Edit a mailing group

  1. Search for the group name in the directory.
  2. Click the group name.
  3. Click Edit Users.
  4. Find and add users to the group as required. You can also click the trash icon to remove them.
  5. Click OK
  6. (Optional) Change the group name.
  7. Click Save.

What's next?

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