Distributing Data Collections

Now that you’ve created individual templates in your Data Collection, you’re ready to distribute them to your Data Providers.

Setting a Custom Notification Message

Click the Distribute button to open the Distribute Collection window.

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There you can add a message to be included in your notification emails, or you can click the Distribute button in the lower-right corner of the dialog box to proceed.

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Distributing Templates

Once you distribute a template, the structure is locked and the only cells open for input are the ones designated as Input cells.

Updating the Master or Templates

If you need to make a change to your collection after distributing it, you can do so by clicking Edit Master, then making your desired changes. This will prevent data from being submitted by Providers until you have redistributed the collection. Any previously submitted data will be retained.