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Name - type a name for your distribution rule.  It should be a short descriptive code. For example TX2MGT.

Title - type a meaningful title. It should describe the list. For example Transmittal to Management 

Type -  Rule or List.

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Owner - who is the owner.

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Scope - When do you want this rule to apply. The options are Document creation and repliesDocument creation only, or Document replies only. 

Note

1. The pre-addressing options apply to Document creation only, regardless of whether you select "Document Creation and Replies". This means when someone replies to the document, they may change the addressing Notify/Send options (except if the addressee is (+) "Forced").  
2. Limiting the available names by ticking the (-) Remove checkbox applies to both Document creation and Document replies. This means when someone replies to the document, they will still not see excluded names in the Address Book.


4. Now select who the users are that will be addressed on this distribution rule/list. 

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4. Edit the Distribution List as required and click on save. 

Report on Distribution Rules, Lists & Groups

A report can be run against Rules, Lists and Groups to report on all the settings within each of those elements

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For Rules and Lists, a row per user will be added based on who has been added to Action or Info , along with the settings configured for each of those users.

Here is a sample of that report

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