Usage

Document Distribution

Platform: OnBase
Product: Document Distribution
Release: Foundation 23.1
License

Documentation Notice
Overview
Overview
Applications
Distribution Methods
Example
Basic Document Distribution
Class of Service
Licensing
Simplified Licensing
Additional Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Licensing
Upgrade Considerations
Pre-Installation
Install Email Distribution Server at a Client Workstation
To Install Email Distribution Service:
Configuring an SMTP Account
Install Client at a Fax Server Workstation
WinFax Pro
RightFax
Integrating Automated CD/DVD Creation and OnBase
Rimage Unit
Rimage Workstation
Configuring the Rimage Software on the Rimage Workstation
Configuring the OnBase Client on the Rimage Workstation
Configuring a Rimage Label with Merge Fields
Configuring Rimage Labels for Use with Institutional Databases
Prepare Distributions for Export to CD
Default Printer Configuration
Installation
License Distribution Recipients
Import the Pre-Configured Workflow File Provided with the Build
Configure User Group Rights for Imported Workflow Document Types
Configure Default Disk Groups for Imported Document Types
Grant Rights to the Document Distribution Life Cycle and Work Queues
Command Line and .ini Switches
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
Backup/Recovery
Troubleshooting
Contacting Support
Configuration
Configuration
Overview
User Groups and Rights
Configuration Rights
Privilege for Ad Hoc Document Distribution
Configuring a Delivery Template
Delivery Template Settings
Configuring Distribution Sites
Renaming a Distribution Site
Configuring a Document Distribution Process
Settings
Customer ID Keywords
Class of Service
Default Distribution Options
Statement Composition Options
Specific Document Type Distribution Options
Workflow Configuration for Rendering and Distributing Statements
Distribution Server Configuration
Configuring a Recipient
Configuring a Recipient in the Client
Adding a CC Recipient
Editing CC Recipient Information
Removing a CC Recipient
Configuring a Recipient in the Unity Client
Adding a CC Recipient in the Unity Client
Editing a CC Recipient in the Unity Client
Removing a CC Recipient from the Unity Client
Configuring a Recipient for Multiple Distributions
Associating a Recipient with Multiple Distribution Processes or Classes of Service
Changing the Associated Class of Service
Viewing the Distribution History
Configuring a Recipient for Archival Only
Identifying Recipients with Blank E-mail Addresses
Removing Unused Recipients
Deleting a Recipient
Customer Importer Processor
Configuring the Customer Importer Processor
To add keywords:
To delete keywords:
To initiate a Customer Information Import process:
Configuring Document Distribution for Non-Image Statement Documents
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Document Distribution Workflow
Initial Evaluation
Distribution Entry Queue
Configuration
Undefined Distribution Service Queue
Correct Missing Keywords
Destroy Distribution Record
Configuration
Must Resolve Manually Queue
Destroy Distribution Record
Resolved This Item
Configuration
Email Distribution
E Mail Customer Service Queue
Resolved This Item
Route to Email Manager
Email Customer Again
Configuration
E Mail Manager Queue
Resolved This Item
Email Customer Again
Configuration
Fax Distribution
Fax Customer Service Queue
Resolved This Item
Route to Email Manager
Fax Customer Again
Configuration
Fax Manager Queue
Resolved This Item
Fax Customer Again
Configuration
CD Distribution
CD Customer Service Queue
Resolved This Item
Route to Email Manager
Configuration
CD Manager Queue
Resolved This Item
Configuration
Web Distribution
Resubmitted For Distribution Queue
Configuration
Notification Not Yet Viewed Queue
Resolved this Item
Route to Notification Manager Queue
Configuration
Notification Customer Service Queue
Resolved this Item
Notify Customer Again
Route to Notification Manager Queue
Configuration
Notification Manager Queue
Resolved This Item
Notify Customer Again
Configuration
Resolved Issues
Configuration
Usage
Usage - Client Module
Log On to the Client
Register the Workstation
Document Distribution Workflow Configuration
Configuring Rights to the Workflow
Assigning Distribution Sites to a Workstation
Perform and Manage Document Distribution for Image Statements
Editing Sites
Statement Rendering and Distribution Process Flow
Factors Affecting Document Distribution
Reporting
Locating Jobs
Workflow
Undelivered Distributed Emails
Distributing Documents Not Associated with Image Statements
Usage - Web Client
Reviewing Distribution Recipients
Editing Distribution Recipient Information and Options
Editing a Recipient
CCing Recipients
Viewing Distribution History
Adding a Recipient to Other Distribtion Processes
Adding New Distribution Options
Deleting a Recipient
Adding a Recipient
Viewing Unused Recipients
Administration
Configuration Reporting Tool
Maintenance
System Interaction
AFP
COLD
DIP
Document Imaging
E-Forms
Exporting and Importing
Image Statements
PCL
Statement Composition
Workflow

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