Courtesy Copies

In a drawing set, people you add to the courtesy copies list have access to the drawing set but aren't required to take any action on it.

To view the courtesy copies in a drawing set:
  • In the Information panel, expand the Courtesy Copies section.

Add courtesy copies

In a drawing set, you can add people to the courtesy copies list.

When you add a courtesy copy to a draft drawing set, the drawing set automatically changes to the next status in the list. If the notification setting is on, courtesy copy recipients receive an email when they're added.

  1. In the Courtesy Copies section of the panel, select Add.
  2. Choose one:
    • To open the list of ProjectSight users, select Users.
    • To open the list of company and project contacts, select Contacts.
      Tip: To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.
    • To open the distribution lists of contacts, select Distribution list.
    The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.
  3. Select the checkbox for one or more names or distribution lists.
    Note: If you select the checkboxes for one or more names or distribution lists, and then enter a search term, those checkboxes remain selected even if they're not visible in the filtered list.
  4. To invite a member, select Invite member.
    This option is available if you have permission to invite members.
    1. In the Email field, enter or select the email address.
      If you select an existing email address, the contact's name, company and default security role are entered automatically.
    2. To make the new team member a ProjectSight user, select a security role from the Security role list. To make the new team member a project contact, select None (contacts only).
    3. In the First name and Last name fields, enter the name.
    4. In the Company field, select the company, or enter a new company name, and then select Add.
    5. Select Save, or to invite another team member, select Save & add another.
  5. Select Done.

Edit the courtesy copy list

In a drawing set, you can reorder the courtesy copy list or remove recipients from it.

  • To reorder the courtesy copies:
    1. In the Information panel, expand the Courtesy Copies section.
    2. Select the side of a contact card and drag it to a different position.
  • To delete a courtesy copy, on the contact card, select More icon (More) > Remove.
    This person will no longer receive notifications.