Send Attachments - Physical Records Management - English - Foundation 22.1 - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 22.1
License

The Distribution Service can be configured to send attachments with certain file names.

Note:

Image documents are sent in their native format if possible. However, if the document uses overlays or the page count is greater than one, it will revert to using the original method for sending attachments.

To configure file names for attachments:

  1. From the Configuration module, select Users | Global Client Settings.
  2. Click the Email tab.
  3. Select one of the following from the Auto-Name string for external email attachments drop-down list:

    • Random String: OnBase will generate a random file name for the attachment.

    • Document Type Autoname String: OnBase will use the Auto-Name string configured for the Document Type of the document being sent.

    • Document Type Print Autoname String: OnBase will use the Print Title string configured for the Document Type of the document being sent. If no Print Title string has been configured for that Document Type, OnBase will use the Document Type and the Document Date.

    Note:

    The Document Type Print Autoname String feature is not supported in the OnBase Client.

  4. Click Save.
    Note:

    The Distribution Service needs to be restarted after changes are made to the Auto-Name string for external email attachments setting.