As a Project Administrator you can create a Distribution Rule or List applicable to everyone on the Project. These are created when documents require either the Action of, or to be Info'd to a specified user each time they are used. Users have the ability to createdistribution rules / lists however these are only applicable to that user.
The rule Distribution Lists are pre-defined lists of users for the Attention and CC on documents. They are useful for documents that are frequently sent to the same recipients. Rather than choosing names from the Address Book, you simply choose a Distribution List.
When you create a new document you can choose the desired Distribution List(s) to address the document, however, distribution lists are still subject to Distribution Rules for their document type.
Distribution Rules are created when documents require either the attention of, or copying to a specified user each time they are used. The Rule specifies what names are shown in the Action and Info boxes in the Addressing section of a form.
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 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.
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For how to use distribution rules click here. |
History Log for Distribution Rules / Lists / Workflows
Changes to the distribution rules, lists, and workflows (adding, deleting, editing) are now logged and can be viewed via the history button.
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Changes made to individual rules, lists, and workflows can be viewed by clicking on the history button for each of those items.
History Log for Correspondence Workflows
Changes to Correspondence workflows are now logged and can be viewed via the history button
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