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1. Click the pencil icon of the distribution record to open the Add/Edit Distribution form.
2. Check on or off the review types or groups.
   1. Removing a review type or group from the distribution record will prompt a Confirm Delete message box, choose Confirm to save your changes.

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Recapping the Rules that trigger Workflows during Intake

During Intake, assignment distribution workflows will trigger if the following conditions are met:

1. Automated Distributions must be toggled ‘on.’
2. The Project record's project type value must match to a Distribution workflow record's project type.
3. Incoming filename(s) must contain an underscore character to delineate the file as a plan review document.
4. Incoming filename(s) must be prefixed with a Review Type abbreviation.