Routing List - Output Tab

The Output tab enables the configuration of adding default attachments, customizing a return email address, and setting a recipient name based on an indexed property.

1. Apply Template - this option allows the addition of a template specific to the recipient that the documents are being sent to.

   For example, when an invoice is sent to the warehouse, the packing slip template is applied to the document. The new document is stored in DocLink as a packing slip. Both the invoice and the packing slip can be retrieved from the DocLink database.

   Templates that are designated as output overlay templates will be available in this drop down list. For instructions on configuring an output overlay template, please see the Templates section.

2. Select the Include separator page (printer output only) check box to include a separator page with all printed output. The separator will group printed output by recipient to alleviate potential confusion when multiple documents get distributed to the same printer.
3. Check the Use File Name Template to build a template using a combination of static text and tokens to be used when generating the output file.

   To add a token:

   1. Double-click a token to insert it at the current location.
   2. Drag a token to the desired location in the template.
4. If you want to include a separate file attachment with the document, select the Include file attachment check box. If a file attachment is to be included, you must also enter the file location. Use the ellipses button to locate the file. A UNC path must be provided.
5. Select the Include file attachment with every document box if multiple copies of the file attachment should be included when sending multiple documents to the same recipient in a batch.

   There are a few things to note when configuring file attachments. Refer to the chart below to make sure the file is the appropriate type for the output method being used.

   Output Method	Acceptable File Types
   Print	TIFF or PCL – Scan the document to create a TIFF file. Print the document to a file rather than a printer to create a PCL file. If the file attachment is not a TIFF or PCL file, Output Manager will ignore the file attachment and simply print the document being routed to the printer.
   Email	Any Type
   Fax	Printable File – Any file that can be printed to a printer will work. A database file is an example of a non-printable file. If the file is not printable, an error may result when the fax software attempts to fax the file attachment.
   FTP	Any Type
   File Copy	Any Type

   Make sure the file attachment is located on a machine that will always be available when Output Manager attempts to locate the file.

   If only one file attachment is included in the batch, the file attachment will be placed at the end of the batch. If a file attachment is included for every document in the batch, the chart below describes what the recipient will receive.

   Output Method	Multiple File Attachments in Single Batch
   Print	A file attachment will be collated immediately behind each document being printed.
   Email	The naming convention of each file attachment will link it to a specific document.
   Fax	A file attachment will be collated immediately behind each document being faxed.
   FTP	The naming convention of each file attachment will link it to a specific document.
   File Copy	The naming convention of each file attachment will link it to a specific document.

Email

Configure the default ‘reply-to’ email address.

1. The default setting is to use the system return email address defined in Service Monitor > DocLink Output Manager > Management > Service Configuration > Email (button).
2. To specify a different email address that applied to just members of this routing list, check the Use custom return email address option and enter a valid address.

   If an SMTP or IMAP Login is configured (see System Settings), then Output Manager will use that email address to route documents and the field will be un-editable.

3. Check the When present, use the value of the specified Property for the return e-mail address box if you wish to use a property value from the document. Then use the Document Property drop down menu to select the property.

Dynamic Recipients

Check the Use the value of this document property for the recipient name box if you wish to use a property value from the document. Then use the Document Property drop down menu to select the property.