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A Distribution Rule is created when documents require either the Action of, or to be Info'd to a specified user each time they are used. Distribution Rules are created by Project Administrators only.

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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.

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6. Once you have made your selection, click Save and your new list or rule is ready for use.

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.

Note

Note

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. 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").

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. 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.

To List

Enter names of people (see below).

CC List