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Click the Customer
ID Keywords button to display the Process
Customer ID Keywords dialog box. Select keywords to match rendered documents to the distribution process at this dialog box. To add a keyword, select the keyword type in the left side of the dialog box and click Add>>. The keyword type appears on the right. If multiple keyword types are added, the Move Up and Move Down buttons can be used to sequence the keywords. Use <<Remove to remove the keywords from the distribution process.
Note:
If more than one Customer ID Keyword is configured, any intended recipients of that Distribution Process/Class of Service must have matching keyword values configured in their Customer Information for all the Customer ID keywords in order to receive rendered documents. Also, if multiple recipients have keyword values matching a rendered statement, each recipient receives a copy of the statement.
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You can configure a Customer ID Keyword to display in the Customer Information dialog box in the OnBase or Unity Client. Click Display. Select the Keyword Type from the drop-down list that you would like displayed and click OK. The selected Keyword Type will be a display column in the Customer Information dialog box.
When you do not select a Keyword Type in the Display Keyword dialog box, if a recipient has multiple customer ID keyword values associated with it, only one instance of a recipient is displayed in the Customer Information dialog box. Upon selecting a recipient with multiple customer ID keyword values, the user will be prompted to select the instance of the recipient to access. When a Keyword Type is selected from the Display Keyword dialog box, every value for the ID keyword selected will be displayed in the Customer Information dialog box. In this case, some recipients will be displayed multiple times if they are associated with multiple ID keyword values.
- Click Close.