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Document Types like Incoming Email require a Distribution Rule so that someone is responsible for their distribution.
| Note |
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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
1. Go to Configure.
2. Select Form Types.
3. Select Edit Distribution Rules.
4. Ensure you are in the Distribution Rules Tab/on the correct tab for what you want to create i.e. Distribution Rules Tab or Distribution Lists Tab.
5. Select Add New.
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:
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| 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. |
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Changes to Correspondence workflows are now logged and can be viewed via the history button.
