...
Document Types like Incoming Email require a Distribution Rule so that someone is responsible for their distribution.
| Note |
|---|
The TX form (transmittal form in publication space) is a system created form when documents are uploaded to the publication space. Although this form can be chosen for a distribution list or rule it is not executed. A DTX (distribution transmittal) will always be created. |
Creating a Distribution Rule / List
...
6. Fill in the required information.
| Name | Enter the name of distribution rule. | ||
|---|---|---|---|
| Description | Enter the description of distribution rule. | ||
| Owner | Who can edit the distribution rule. | ||
| Applicability | Select who this rule applies to. That is, who can see and use this distribution rule. | ||
| Show Exclusions | Toggle on Show Exclusions to see or add users / groups / companies etc that are excluded. | ||
| Apply to All Doc Types | Toggle on if you want this distribution rule to apply to all documents. | ||
| Form Type | Choose the form types this rule will apply to.
| ||
| Scope | Select when this rule or list is to be applied. The options are:
| ||
| Action | Enter names of people (see below). | ||
| Info | Enter names of people (see below). | ||
| Exclude | Tick the checkbox "Exclude" to ensure that on Creation and Replies the user is not available in the address book. |
...
- Enumerate - the item is expanded from a single "Group" entry into a list of the individual users in that group. This parameter is ignored if the code is 'PRIVATE' or an individual user.
- Preferred - the item is listed in a "preferred" section at the top of the address-book.
- Selected - addressees are pre-selected.
- Forced - addressees are pre-selected and may not be removed.
- Silent - addressees will not get an item on their ToDo notifications list. This might be used in CCs to ensure someone has access to documents, but they do not want a ToDo Notification every time those documents are created or edited.
6. Click Save.
...
Changes to Correspondence workflows are now logged and can be viewed via the history button.
