Use the Insights Distributions page

The Insights Distributions page gives you a single view of all document, risk assessment, and form distributions across your site. You can filter by module, see items grouped by status, and start a new distribution from the same page.

Navigate to the Distributions page

Open Insights, then choose Distributions. The page lists every distribution you can access, organized into status groups.

Filter by module

Use the module filter at the top of the page to show only what you need.

• All — Show every distribution type at once.

• Documents — Limit the list to document distributions.

• Risks — Limit the list to risk assessment distributions.

• Forms — Limit the list to form distributions.

The filter updates the URL and the list instantly. You can copy the URL or use your browser back button to return to a filtered view.

Read the status groups

Distributions are grouped into three sections so you can focus on what needs action.

• Needs Attention — Items that are overdue, cancelled, or otherwise require follow-up.

• In Progress — Active distributions that have not yet been fully acknowledged.

• Complete — Distributions where all recipients have acknowledged.

Each row shows the entity name, distribution type, and a summary of recipient progress. Click a row to open the entity’s Distributions tab for full details.

Start a new distribution

Click New Distribution to open the distribution wizard. The exact button or dropdown options depend on the current module filter.

• If you have a module selected, the wizard defaults to that module.

• If you are viewing All, you may choose the module first.

The wizard itself is the same flow used elsewhere: choose recipients, set the acknowledgment type, and pick one-time or recurring. For a full walkthrough, see Creating Distributions.

Empty state

When no distributions match the current filter, the page shows an empty state that explains what appears in this list. If you expected to see distributions, switch the filter to All or check that you have the correct module selected.

What's next

• Creating Distributions — Learn how to set recipients, acknowledgment types, and recurring triggers.

• Tracking and Managing Distributions — Follow up on pending items, read progress bars, and cancel distributions.