Enable Multi-Recipient PVA Document Distribution

Learn how to configure your Vault to distribute PVA documents to multiple recipients from a PVA Activity.

About the Feature

With the 25R2 release, SafetyDocs extends the PVA document distribution functionality to enable distributing PVA Activity documents to up to 20 recipients via email or Vault task.

After you have configured this feature, see the following articles for more information:

• Distribute PVA Documents via Vault Task
• Distribute PVA Documents via Email

Prerequisites

Before configuring this feature in your Vault, you must:

• Enable PVA Document Distribution via Vault Task
• Enable PVA Document Distribution via Email

Overview

To configure Multi-Recipient Distribution for PVAs, you must copy the standard layout for the PVA Obligation object and set it as the default.

Alternatively, you can update the PVA Obligation object layout.

Update the PVA Obligation Object Layout

To update the PVA Obligation object layout:

1. Navigate to Admin > Configuration > Objects > PVA Obligation > Layouts and select your current default PVA Obligation layout.
2. Below the Task Instructions section, insert a new related object section for the PVA Obligation - Contact Join object and populate the fields as follows, then select Done:
   • Section Label: Enter Additional Recipients
   • Creation Option: Select Create record in new page
3. Select Save.