Distributing Documents Not Associated with Image Statements - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution

Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

If you are licensed for Electronic Invoice Distribution, you can distribute documents that are not associated with Image Statements. This is accomplished from a search results list, from an open document or at the batch level. To distribute documents not related to Image Statements:

  1. Select the document(s) you want to distribute from a search results list or open a document you want to distribute, right-click, and select Distribute Document... or select the batch you want to distribute, right-click, and select Batch Distribute Documents.

    The Distribute Documents dialog box is displayed.

  2. Select the Print Queue you would like to use for the distribution.
  3. Select a Print Format to determine print settings.
  4. Select the Distribution Process you would like to use for the distribution.
  5. If you are licensed for Automated CD/DVD Authoring and you want to enable CD or DVD distribution, select the Enabled CD Distribution check box. Select a configured Export Manager from the drop-downs select list. For more information about exporting, see the Automated CD/DVD Authoring documentation.
  6. If you want all of the documents that are being distributed to be a part of the same Windows print job, select the Single Print Job check box.
  7. Select either Color or Black & White to determine color printing settings.
  8. If you would like to combine multiple email or CD jobs being sent to the same recipient into one job, select Aggregate Documents Prior to Distribution. If you are aggregating email jobs, select By Recipient to aggregate statements by recipient or select By Email to aggregate statements by email. The By Recipient and By Email options do not affect CD job aggregation.
  9. If distributing more than one batch, an Apply Settings to All Selected Batches option is available. Selecting this option applies the settings in the Distribute Documents dialog to all selected batches.
  10. Click Distribute.