If a class of service has not been specified for the distribution process, a comparison of keyword values is performed between the rendered documents and the recipients associated with the Document Distribution process. If a match is made between keyword values on the document(s) and the customer information record, those recipients are sent the documents according to the distribution method set at the distribution process configuration level.
If class of service is disabled in the distribution process configuration, but a class of service is configured in the Customer Information, that class of service will be ignored. The class of service selected at the Customer Information dialog is only used by the system to determine which class of service to process for a customer when the customer is associated to a distribution process that has multiple classes of service.
If a class of service is assigned to the distribution process, a comparison of keyword values is performed between the rendered documents and the document types assigned to the class of service. If a match is made between keyword values, documents are sent on a document type basis to the associated recipient, according to the distribution method configured for the document type.