Using basic Document Distribution settings, all the document types associated with the checking account (statement, notices, advertisements) are distributed per the specified matching keyword; usually, Account Number. Different distribution methods can be varied at the recipient level, based on the matched keyword.
|
Account Number |
Account Type |
Documents Delivered |
Delivery Method |
|---|---|---|---|
|
1234567890 |
Checking |
Statements |
|
|
Notices |
|
||
|
Advertisements |
|
||
|
45645456 |
Checking |
Statements |
Fax |
|
Notices |
Fax |
||
|
Advertisements |
Fax |