Hi ​@JohnT, 

Have you looked at copyholder list templates?  These are pre-set banks of copyholders that can easily be added to a document Distribution tab.

You can then add a template from the Distribution tab.

Hi Alan,

Thank you responding. 

I am able to apply a template to distribute to copyholders, but I am not able to apply one for ‘notified only’

 Do you know if this is possible?

Hi ​@JohnT Unfortunately that’s not possible.  A workaround could be to create a group in the People module with the name you need.  You can then add a person and filter to show that group, then you can add all users at once.

this is a suggestion I have raised a few times. it is a real barrier to using notification distribution. the proposed workaround of using people module reference groups is not workable -  we have 200+ copyholder templates, with processes to control updates. duplicating all of these in the people module is pointless work, when the templates are already there. the notification function needs to be able to pull in the copyholder templates to be functional. is this on the development roadmap?