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Distribution Option |
Description |
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Email Notification |
Enabling this check box directs the system to send a plain text message to the email address of the recipient identified by the Distribution Process configuration. The message contains a link to a designated web site where the distributed documents can be viewed by the recipient. Note:
Email distribution can use the Hyland Distribution Service by enabling the Use Email Distribution Service for Document Distribution option. If the Distribution Service is used, a temporary file cache must be created and a default sender email address must be configured. For more information about the Hyland Distribution Service, see . |
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Email Distribution |
Note:
The Email Distribution option can use the Hyland Distribution Service by enabling the Use Email Distribution Service for Document Distribution option. If the Distribution Service is used, a temporary file cache must be created and a default sender email address must be configured. For more information about the Hyland Distribution Service, see . Sends an email attachment of the rendered statements to the email address of the recipient identified by the distribution process configuration. When selected, the statements are sent in one of the following formats:
Note:
Depending on your configuration, you may not see all these options. The PDFplug.dll file is required to distribute PDFs as encrypted. Enter a value in the Password field when distributing by encrypted PDFs. See the information about the 7 field in step 7. Note:
Depending on the file format of a document, the document may not be converted to the specified format when distributed. While image documents are converted to any specified format, text documents are not. PDF documents are converted to any encrypted PDF format but they are not converted to image or RTF formats. Note:
Due to scalability issues, Rich Text statements in Microsoft Word may not render correctly. |
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Published CD Distribution |
The rendered statement will be distributed to the customer as a published CD. Include All Deposit Items with Deposit option is designed for check processing sites. Based on Document Type configuration, deposit slip and deposit check images will be included with secondary documents and the completed rendered statements on the published CD. Note:
If a recipient does not have an address included with his or her information, a CD will not be created and a form will be sent to the Document Distribution Workflow for manual correction. Also, information pertaining to the failed CD creation will be added to the SYS Verification Report for the job during which CD creation failed.
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Send to Printer |
The rendered statement will be printed for distribution to the customer. Select the Only Print Primary Documents option to print only the primary documents in a configured statement. Both primary and secondary documents can still be distributed according to the desired distribution process, but only the primary documents will be printed. Note:
If any reconciliation pages or enclosures have been configured, they will be archived with the secondary documents. Note:
When OMR marks are configured correctly for a statement type, every statement that prints will contain the OMR marks regardless of whether the statement type uses separate jobs for printing and archiving. If the statement type uses separate jobs for printing and archiving, archived images that are electronically distributed will not contain the OMR marks. |
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External Distribution |
This option should be selected when the statement is distributed outside of the OnBase system by a third party method. This option allows OnBase to recognize the statement has been distributed through another process. |
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Fax Distribution |
The rendered statement will be distributed to the customer as a fax. |
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Fax and/or Email Cover Sheet |
Choose the appropriate cover sheet defined in the Delivery Template Configuration dialog. |
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Alias Statement Type |
This the alternative Statement Type to be used with the Class of Service. |
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Distribution Site |
Select the site for which you want the class of service to be associated with. |