Users can either process exceptions first, such as creating an adequate number of document copies before approving the distribution order, or approve the distribution order first and then process the exceptions as part of the transmittal preparation process.

Once the distribution order details are complete, you can submit it for approval, or approve it directly. Even if the distribution order has been submitted for approval, documents may still be added, changed, or deleted. Once the distribution order is approved, the complete record is frozen, although it is still possible to mark a document as No Longer Required.