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- Go to Configure.
- Select Document Types. Click on the icon to expand the Document Types options.
- Select Edit Distribution Rules.
- Select Add New.
- Fill in the information.
- 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 (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. |
| To List | Enter names of people (see below). |
| CC List | Enter names of people (see below). |
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