Delivery Template Settings - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase

In the OnBase Client, select Admin | Document Distribution | Delivery Template at the menu bar. The Delivery Template Configuration dialog box is displayed.

Enter a Delivery Template name into the field below the Delivery Template list and select Create, or highlight an existing Delivery Template.

Click Settings to access Fax / Email Template dialog box.

Any characters entered in the Subject field will be reflected in the subject line in the e-mail or fax that is distributed. Any characters entered in the Message/Cover text field will appear in the body of the email or fax that is distributed.

To automate and customize the creation of the template, field tags and keyword types can be incorporated on the Delivery Template.

Field tags represent generic data present in all distributed documents that can also be referenced in the cover letter. The following field tags are available for use:

Field Tag	Description
<<Name>>	Pulls the entry for Recipient Name(Customer Information dialog box) and substitutes it in place of this field tag in the cover letter.
<<Address 1>> <<Address 2>> <<Address 2 Line 2>> <<Address 3>>	Pulls the address information supplied for CD Distribution (Customer Information dialog box) and substitutes it for these field tags in the cover letter.
<<Date>>	Substitutes the document creation date of the batch of distributed documents for this field tag in the cover letter.
<<Greeting Name>>	Pulls the entry from the Customer Greeting Name field (Customer Information dialog box) and substitutes it in place of this field tag in the cover letter.
<<Doc Name>>	Pulls the autoname string of the primary document being distributed into the message.
<<Doc Type Name>>	Pulls the Document Type of the document being distributed into the message.
<<Document Date>>	Pulls the Document Date of the document being distributed into the message.

All keyword types configured in the database are available for selection, but only those keywords found on the primary document type will be incorporated into the Delivery Template message. The default keywords display at the top of the list, and all keyword types in the database are then listed in alphabetical order. Multiple keywords types can be selected, as well as multiple instances of the same keyword type (e.g., multiple account numbers).

Note:

If multiple instances of the same keyword type are configured, but not used in the distribution, they will not appear on the Delivery Template. Likewise, any configured keyword type that is not used in the distribution will not appear on the Delivery Template.

If you want to mask keyword values, select the Number of unmasked characters at end of keyword option. In order to mask keyword values you must use the tag <KM#_##> where # is the number of characters left unmasked and _## is the Keyword Type number. When a Keyword Type is selected with this option selected, the tag will be automatically formatted when >>Add is clicked. The field to enter the number of characters that should be left unmasked is read-only until the check box is selected. Enter the number of characters that should be left unmasked. The default value is 4. The unmasked character(s) will be the specified number of characters from the end of the value (right to left). The characters will be replaced with the X character. For example, if you mask the all but the last 4 characters of a keyword value that is 123456789, the displayed value would be XXXXX6789.

Note:

When using keywords configured with a mask at the Keyword Type level, the following characters will not be masked: static characters, + (plus sign), - (minus sign), * (asterisk), . (period).

Specify the character you want to use for masking in the Character for masked keywords in template field. The X character is specified by default.

Note:

It is recommended that you test the character selected for masking to ensure that delivery results are acceptable before implementation. This is especially true when using a special character for masking.

In the Subject field type the name of the email or fax cover sheet subject. This field can contain up to 254 characters.

Select a statement type from the Statement Type Keyword Filter drop-down menu to filter the keywords displayed. This will display only the keywords that are assigned to the primary document of the statement type that is selected.

You can add up to 3 overlay attachments to the message. To add an overlay attachment, select the overlay from the Overlay Documents drop-down list and click Attach. Enter the Attachment Name in the Attachment Information. Select Use Native File Format to send the attachment in its native format. If the native format is not selected, the attachment will be in the PDF format.

In the Autostatement placement drop-down list, you can specify where the AUTOSTATEMENT string will be placed. There are four options:

Place AUTOSTATEMENT string in subject line: Places the AUTOSTATEMENT string in the subject line of the message.
Place AUTOSTATEMENT string in message body: Places the AUTOSTATEMENT string in the body of the message.
Hide AUTOSTATEMENT string in message body: This option requires the HTML Content option to be selected. This option includes the AUTOSTATEMENT string in the message body, but it is not displayed in the message, using HTML to hide the string.
Disable AUTOSTATEMENT string: Disables the AUTOSTATEMENT string and does not include the string within the subject or body of the message.

CAUTION:
If the AUTOSTATEMENT string is disabled, the bounce back settings that are configured in the Distribution Server Configuration dialog box will not identify failed messages from Document Distribution using the selected delivery template.

In the Message / Cover Text field type the email or fax text. The customer name, address lines and date may be encoded by highlighting the corresponding field on the right and selecting the <<Add button. You can include URLs and email links in your text. Since this will be the body of the email that is distributed, the text will present itself properly in the recipient's email client software. This field can contain up to 30,000 characters.

If you want the message to be sent using HTML, select the HTML Content check box. Otherwise, the message will be sent in plain text.

Select Save.

Select Close.