Associating a Recipient with Multiple Distribution Processes or Classes of Service - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

Recipients can be associated with multiple distribution processes or classes of services at the same time.

To associate a recipient with another distribution or class of service:

  1. Select the appropriate recipient.
  2. Click Add to Other Distribution Process.
  3. Select either the radio button beside Distribution Process or Class of Service.
  4. Select the appropriate item from the drop-down menu.
  5. Select Retain Current Distribution Options to copy over the recipient's distribution options (such as email, fax, number of copies for printing, etc).
    Note:

    If there are no regular distribution processes in the system, this option is unavailable.

  6. Click OK. The Customer Information: Recipient dialog box is displayed.
  7. Enter the appropriate information and click Save & Close.