...
The rule can limit the names that are shown in the address book, and can pre-select names so that the document is already addressed when you create a new document. Rules are particularly useful for users who always address a particular document type to the same person. Document Types like Fax or Incoming Email require a Distribution Rule so that someone is responsible for their distribution.
Creating a Distribution Rule
1. Go to Configure.
2. Select Document Types. Click on the icon to expand the Document Types options.
...
5. Fill in the required information.
| Name | Enter name of distribution list or rule. | ||
|---|---|---|---|
| Title | Enter title of distribution list or rule. | ||
| Type | Select if list or rule. | ||
| Applicability | Select who this rule applies to. | ||
| Doc Type | Select which document types this rule or list applies to. | ||
| Scope | Select when this rule or list is to be applied. The options are Document creation and replies, Document creation only, or Document replies only.
| ||
| Action | Enter names of people (see below). | ||
| Info | Enter names of people (see below). |
When you select a user to either Action or Info on your document, you must tick a checkbox. Options are:
...