Perform and Manage Document Distribution for 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
  1. From the OnBase Client, select a primary document to distribute using one of the following methods:

    • Through the Document Retrieval dialog box

    • From a batch of documents within the COLD Processor (Awaiting Commit queue)

  2. Open the Render Statement dialog box.

    • If the primary document is selected in the Document Retrieval dialog box, right-click on the selected document and select Render Statement from the right-click menu.

    • If the primary document is selected from a batch in the COLD processor, right-click the selected batch and select Batch Render Statement from the right-click menu.

    The Render Statement dialog is displayed.

    The reason this dialog appears is to select the statement type. After a document is sent successfully or canceled a new document is added to the Archival queue.

  3. Select the print queue to use for the distribution from the Print Queue drop-down list.
  4. Select the statement type for the distribution from the Statement Type drop-down list.
    Note:

    For more information on configuring a statement type, see the Image Statements documentation.

  5. Select the appropriate Distribution Process to use for the distribution from the Distribution Process drop-down list. The Distribution Process uses the Keyword Types on the primary document to locate the correct recipient and then uses the distribution method associated with this record to distribute the document to the recipient.
    Note:

    You must only have one instance of a Customer ID Keyword Type associated with the primary document. If more than one Keyword Type instance exists, the Distribution Process stops and does not distribute the document to the appropriate recipients.

    Note:

  6. In the OnBase Client choose the Admin | Document Distribution | Distribution Queue from the menu bar. The Document Distribution Queue dialog box will appear. From here you can see all distributions pending or in progress. You can click on the column headers to sort the results. The only column that cannot be used for sorting is the Delivery column.

If the keyword values of the primary document and the ID Keyword values for the customer information of the recipient does not match, a Document failed verification status is displayed for the distribution process.

The user has the following right-click options in the Document Distribution Queue dialog box:

  • Reset Status

  • Write to CD-R(see Note below)

  • Edit Recipient(see Note below)

  • Edit Site(see Editing Sites)

  • Locate Job(see Locating Jobs)

  • View Selected

  • Clear Selected

  • Delete Selected

  • Refresh

Upon completion of each job, the entry will be removed from the Document Distribution Queue dialog box.

Note:

Published CD job types can be written to a manual stand-alone recorder. When job types that are Published CDs are submitted to the Document Distribution Queue, the right-click optionWrite to CD-R allows the job to be submitted to a stand-alone recorder. The command line switch –AUTOWRITECD cannot be enabled. If the command line switch is enabled, Rimage auto production will occur.

Note:

Some jobs may be marked as Awaiting Recipient Password in the Document Distribution Queue. For an Encrypted CD publishing job to complete, each recipient configured for the publishing job must have a password entered into the Password field in the Customer Information dialog box. To enter this password, right-click the appropriate job and select Edit Recipient. The Customer Information dialog box will display so a password can be entered. The job will then be set to Waiting status. This applies to both manual and automatic Encrypted CD publishing jobs.

Upon completion of the CD production, the following dialogs will be displayed to label the CD:

  • Label this CD

  • Additional Label Information

Upon completion of the Published CD, the Job will be removed from the Document Distribution Queue.