Documents can be distributed in an ad hoc manner via a right-click menu option. This type of distribution does not require the Image Statements module. If you want to distribute documents that are not associated with the Image Statements module, there are a few requirements. The requirements are:
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Customer Information must be configured for recipients of the distribution. This configuration must include a Customer ID Keyword value that will be used to identify recipients for delivery. For more information, see Configuring a Recipient.
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The value associated with the Customer ID Keyword for a recipient must be on each applicable distributed document in order for the distribution to reach that recipient.
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Appropriate Distribution Processes must be configured and will be available for selection in the OnBase Client. For more information, see Configuring a Document Distribution Process.