Delivery Methods

Delivery methods are the method by which the document is delivered to the recipient. Delivery methods for a standard recipient include email, fax, file copy, FTP and print. Delivery methods for a dynamic recipient include email, fax and print.

In addition, you can configure default delivery methods that will be utilized if a recipient is not located for a specific document.

Standard Recipient or Default Routing List Delivery Method

EmailEmail

To send email to a standard recipient or as a default delivery method for a routing list, Output Manager must have specific information about the email output.

  1. To configure email for a standard recipient, select or create a standard recipient, click the Add drop down menu on the Delivery tab and select Email.
  2. The Email dialog window opens.

General

On the General screen, enter the email address or addresses that will be included in all email sent for this recipient.

Email Addresses
  1. In the To: text box, enter the email address for the standard recipient. Since this is a standard recipient, there is no need to have the email address as an indexed property on the document.
  2. If there is a need to use Cc: or Bcc:, enter the email addresses for each in their respective text boxes. These are optional. Separate multiple email addresses with a semi-colon (;).

Email addresses that contain special characters or spaces can be used.
Message

Enter a Subject that should appear on the cover sheet header. Alternatively, use the drop down menu to add cover sheet data tokens that will selectively display indexed property values for the document being routed.

Description

Enter a description in the Text box for the output method. This description can be used to uniquely identify output methods that are similar but contain different cover sheet, format or schedule information.

Content

You can select multiple formats on the Content dialog screen based on document format and how you would like the properties presented. The recipient will receive the document in each of the formats selected.

Content Format

Document

HTML

Hypertext Markup Language. The recipient will receive a TIFF and an HTML page with a link to the TIFF. The recipient can open the HTML page and the TIFF will be displayed in the browser.

Native

The recipient will receive the document in its original format. For example, if an invoice is captured as a PCL document, the recipient will receive a PCL file.

PDF

Portable Document Format. The recipient will be able to view the image in a PDF viewer.

TIFF

Tagged Image File Format. The recipient will be able to view a picture of the document in an image viewer.

Properties

CSV

Comma-delimited text file format. The index properties will be routed in CSV format so they can be input into another table-oriented application such as Microsoft Excel or a database application.

CSV2

Comma-delimited text file containing both the document’s properties and distribution stamp data.

XML (UTF-16)

Extensible Markup Language. The indexed properties will be routed in XML (Unicode) format. UTF-16 character set uses 2 bytes (16 bits) for most characters, and four bytes for the rest.

XML (UTF-8)

Extensible Markup Language. The indexed properties will be routed in XML (ANSI) format. UTF-8 character set uses 1 byte (8 bits) to represent basic Latin characters, and two, three, or four bytes for the rest.

Select the Send all items in a single email message check box if the recipient wants to have email output bundled together and attached to one email message.

Delivery

The Delivery screen provides further options on how and where to send documents as well as adding supplemental documents and the size of the email being sent.

Delivery Options
  1. If Send as Embedded Hyperlink is selected, supply the following information:
    1. Specify where Output Manager is to Copy the output by clicking the ellipses button. The Browse for Folder dialog will be displayed.
    2. If the recipient is not on the local area network, enter the Base URL. The file name will be appended to the base URL, serving as the Internet-accessible file address.
    3. Enter a File Prefix that will be appended to the beginning of the file name. This can be used as an identifier to specify the document type, etc.
  2. If Send as Compressed Attachment (.zip) is selected, supply the following information:
    1. Specify the Attachment Format:
      • Compressed to single file – all attachments will be compressed in the same file.
      • Compress each file individually – each attachment will be compressed in its own file. This is the default.
    2. Select Use Encryption if the file is to be encrypted before compression. The recipient must enter the Password before extracting the file. If compression is used, the file must be extracted using a decompression tool, such as WinZip (see http://www.winzip.com for more information).
  3. If you are utilizing Supplemental Documents, check the Combine Supplemental Documents into one document box if you want all the added supplemental documents to be delivered as one file, if there is more than one.
Email Threshold

The Email Threshold section manages the size of emails that are sent to recipients from routing lists.

  1. Size (MB) - This setting determines the upper limit of the email size beforeDocLinkk intervenes. The default setting is 10MB
  2. Split if file exceeds threshold (single file only) - Check the box to enable. This will split the file if it exceeds the email threshold.
  3. Send alert email to this address - Check the box to enable and enter an email address to be sent to someone when the email has reached the threshold specified.

 

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

 

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Enter a Subject that should appear on the cover sheet header. You can use cover sheet data tokens to selectively display indexed property values for the document being routed.
  2. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  3. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  4. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
Preview

The preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template.

 

File CopyFile Copy

To make a copy of the file for a standard recipient or as a default delivery method for a routing list, the following information must be specified.

  1. To configure file copy for a standard recipient, select or create a standard recipient, click the Add drop down menu on the Delivery tab and select File Copy.
  2. The File Copy dialog screen opens.

General

The General dialog screen provides input for the target directory location and description you want to use for file copy.

Copy Location
  1. Specify the location where Output Manager is to copy the file(s). Use the ellipses button to call the Browse For Folder dialog and select the network location.
  2. Enter a Description for the delivery method. This description can be used to uniquely identify output methods that are similar but contain different cover sheet, format or schedule information.

Content

You can select multiple formats on the Content dialog screen based on document format and how you would like the properties presented. The document(s) will be sent to the file copy location in each of the formats selected.

Content Format

Document

HTML

Hypertext Markup Language. The recipient will receive a TIFF and an HTML page with a link to the TIFF. The recipient can open the HTML page and the TIFF will be displayed in the browser.

Native

The recipient will receive the document in its original format. For example, if an invoice is captured as a PCL document, the recipient will receive a PCL file.

PDF

Portable Document Format. The recipient will be able to view the image in a PDF viewer.

TIFF

Tagged Image File Format. The recipient will be able to view a picture of the document in an image viewer.

Properties

CSV

Comma-delimited text file format. The index properties will be routed in CSV format so they can be input into another table-oriented application such as Microsoft Excel or a database application.

CSV2

Comma-delimited text file containing both the document’s properties and distribution stamp data.

XML (UTF-16)

Extensible Markup Language. The indexed properties will be routed in XML (Unicode) format. UTF-16 character set uses 2 bytes (16 bits) for most characters, and four bytes for the rest.

XML (UTF-8)

Extensible Markup Language. The indexed properties will be routed in XML (ANSI) format. UTF-8 character set uses 1 byte (8 bits) to represent basic Latin characters, and two, three, or four bytes for the rest.

Delivery

The Delivery dialog screen provides additional options on naming the file as well as adding supplemental documents.

Delivery Options
  1. Enter a File Prefix. This is the prefix that will be added to the file when it is transferred to the target directory, defined on the General dialog screen.
  2. If Send as Compressed Attachment (.zip) is selected, supply the following information:
    1. Specify the Attachment Format:
      • Compressed to single file – all attachments will be compressed in the same file.
      • Compress each file individually – each attachment will be compressed in its own file. This is the default.
    2. Select Use Encryption if the file is to be encrypted before compression. The recipient must enter the Password before extracting the file. If compression is used, the file must be extracted using a decompression tool, such as WinZip (see http://www.winzip.com for more information).
  3. If you are utilizing Supplemental Documents, check the Combine Supplemental Documents into one document box if you want all the added supplemental documents to be output as one file, if there is more than one.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  2. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  3. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
Preview

The preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template.

 

PrintPrint

To print a copy of a document for a standard recipient or as a default delivery method for a routing list, Output Manager must have specific information about the print output.

  1. To configure print for a standard recipient, select or create a standard recipient, click the Add drop down menu on the Delivery tab and select Print.
  2. The Print dialog screen opens.

General

Printer
  1. Select the Printer Name from the list of all printers available to the computer where the Output Manager service is installed.

    If the list of printers isn't being displayed, check to make sure that the Output Manager service is configured properly:

    Make sure the Output Manager service has been turned on at least once in order to gather a list of available printers. If a new printer was just added, the service should be restarted.

    Make sure that the log on account specified for the Output Manager service has access to the printers.

    If the appropriate printer does not appear in the list, make sure the computer where the Output Manager service is installed has access to that printer.
  2. Enter a Description for the delivery method. This description can be used to uniquely identify delivery methods that are similar but contain different cover sheet, format or schedule information.
  3. Verify the following to get the appropriate output:

    Default Printer Options

    1. Use the up/down arrows to select the Number of copies you want to have printed.
    2. Specify the Duplex option you require for the output.
      • Simplex – Single sided printing. This is the default option.
      • Vertical – (also known as long-edge, or portrait) Double sided printing with pages flipped, or turned on their long edge.
      • Horizontal – (also known as short-edge, or landscape) Double sided printing with pages flipped, or turned on their short edge.

    Paper

    1. Select the Size of the paper you want to use from the drop down list.
    2. Select the Source to use from the drop down list.

    Orientation

    Choose either Portrait, Landscape, or Automatic orientation for your output.

    *Select Automatic to ensure Output Manager will detect page orientation while printing.

Delivery
  1. Specify the number of Retry Attempts Output Manager should try if an error is encountered on the first attempt to print the file.
  2. Check the Spool all items as a single print job box if the recipient wants to have documents batched together and printed at the same time.

Exceptions

The Exceptions dialog window is enabled only if supplemental documents has been licensed. It will not be visible if you do not have supplemental documents.

The Exceptions dialog window allows for the configuration of printing supplemental documents to different printers than the default printer (see General dialog above). If no printer is defined for a specific supplemental document, the document will be printed to the default printer.

An example of this would be for a CAD drawing configured as a supplemental document. It may have special printing requirements that the default printer cannot handle. In this case, the drawing would be routed to a printer that can meet the requirements of the document.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  2. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  3. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
Preview

The preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template.

 

FaxFax

To send fax to a standard recipient or as a default delivery method for a routing list, Output Manager must have specific information about the fax output.

  1. To configure fax for a standard recipient, select or create a standard recipient, click the Add drop down menu on the Delivery tab and select Fax.
  2. The Fax dialog window opens.

General

On the General screen, enter the fax information that will be included in all faxes sent for this recipient.

Fax Detail
  1. Enter the Fax Number. Remember to include country code and area code if necessary.
  2. Enter a Description for the delivery method. This description can be used to uniquely identify delivery methods that are similar but contain different cover sheet, format or schedule information.
  3. Select the Send all items in a single fax transmission check box if the recipient wants to have fax bundled together and sent as one fax.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  2. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  3. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
Preview

The preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template.

 

FTPFTP

To transfer a copy of the file via File Transfer Protocol (FTP) for a standard recipient or as a default delivery method for a routing list, the following information must be specified.

  1. To configure FTP for a standard recipient, select or create a standard recipient, click the Add drop down menu on the Delivery tab and select FTP.
  2. The FTP dialog screen opens.

General

The General dialog screen provides input about the target server and directory location as well as login credentials to use for the ftp site.

FTP Server
  1. Enter the name of the Server to which the file will be transferred.
  2. Enter the target Directory.
  3. Enter the Login ID and Password for the target server. Click the Test Connection button to verify the login credentials.
Description

Enter a Description for the delivery method. This description can be used to uniquely identify output methods that are similar but contain different cover sheet, format or schedule information.

Content

You can select multiple formats on the Content dialog screen based on document format and how you would like the properties presented. The recipient will receive the document in each of the formats selected.

Content Format

Document

HTML

Hypertext Markup Language. The recipient will receive a TIFF and an HTML page with a link to the TIFF. The recipient can open the HTML page and the TIFF will be displayed in the browser.

Native

The recipient will receive the document in its original format. For example, if an invoice is captured as a PCL document, the recipient will receive a PCL file.

PDF

Portable Document Format. The recipient will be able to view the image in a PDF viewer.

TIFF

Tagged Image File Format. The recipient will be able to view a picture of the document in an image viewer.

Properties

CSV

Comma-delimited text file format. The index properties will be routed in CSV format so they can be input into another table-oriented application such as Microsoft Excel or a database application.

CSV2

Comma-delimited text file containing both the document’s properties and distribution stamp data.

XML (UTF-16)

Extensible Markup Language. The indexed properties will be routed in XML (Unicode) format. UTF-16 character set uses 2 bytes (16 bits) for most characters, and four bytes for the rest.

XML (UTF-8)

Extensible Markup Language. The indexed properties will be routed in XML (ANSI) format. UTF-8 character set uses 1 byte (8 bits) to represent basic Latin characters, and two, three, or four bytes for the rest.

Delivery

The Delivery dialog screen provides additional options on naming the file as well as adding supplemental documents.

Delivery Options
  1. Enter a File Prefix. This is the prefix that will be added to the file when it is transferred to the target directory, defined on the General dialog screen.
  2. If Send as Compressed Attachment (.zip) is selected, supply the following information:
    1. Specify the Attachment Format:
      • Compressed to single file – all attachments will be compressed in the same file.
      • Compress each file individually – each attachment will be compressed in its own file. This is the default.
    2. Select Use Encryption if the file is to be encrypted before compression. The recipient must enter the Password before extracting the file. If compression is used, the file must be extracted using a decompression tool, such as WinZip (see http://www.winzip.com for more information).
  3. If you are utilizing Supplemental Documents, check the Combine Supplemental Documents into one document box if you want all the added supplemental documents to be output as one file, if there is more than one.
Additional Information
  1. Specify the number of Retry Attempts Output Manager should try if an error is encountered on the first attempt to transfer the file.
  2. Select the Use passive mode check box if the transfer is to take place in passive mode.

    Passive mode is used when the firewall doesn’t allow the return "data channel" to be established from the server back to the client (as it is in "active" mode). Depending on the firewall settings, select this box.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  2. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  3. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
Preview

The preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template.

 

Dynamic Recipient

EmailEmail

To send email to a dynamic recipient, Output Manager must have specific information about the email output.

  1. To configure email for a dynamic recipient, select or create a dynamic recipient, click the Add drop down menu on the Delivery tab and select Email.
  2. The Dynamic Email dialog screen opens.

General

On the General screen, enter the email address or addresses that will be included in all email sent for this recipient.

Email Addresses
  1. Using the To: drop down menu, select the property containing the primary email address. The document’s property value(s) for this property will be used as the email address. Therefore, the document must be indexed with a valid email address in order for the document to be properly routed.
  2. If there is a need to use Cc: or Bcc:, select the property containing the value for each. These are optional.

E-mail addresses that contain special characters or spaces can be used.
Message

Enter a Subject that should appear on the cover sheet header. Alternatively, use the drop down menu to add cover sheet data tokens that will selectively display indexed property values for the document being routed.

Description

Enter a description in the Text box for the delivery method. This description can be used to uniquely identify delivery methods that are similar but contain different cover sheet, format or schedule information.

Content

You can select multiple formats on the Content dialog screen based on document format and how you would like the properties presented. The recipient will receive the document in each of the formats selected.

Content Format

Document

HTML

Hypertext Markup Language. The recipient will receive a TIFF and an HTML page with a link to the TIFF. The recipient can open the HTML page and the TIFF will be displayed in the browser.

Native

The recipient will receive the document in its original format. For example, if an invoice is captured as a PCL document, the recipient will receive a PCL file.

PDF

Portable Document Format. The recipient will be able to view the image in a PDF viewer.

TIFF

Tagged Image File Format. The recipient will be able to view a picture of the document in an image viewer.

Properties

CSV

Comma-delimited text file format. The index properties will be routed in CSV format so they can be input into another table-oriented application such as Microsoft Excel or a database application.

CSV2

Comma-delimited text file containing both the document’s properties and distribution stamp data.

XML (UTF-16)

Extensible Markup Language. The indexed properties will be routed in XML (Unicode) format. UTF-16 character set uses 2 bytes (16 bits) for most characters, and four bytes for the rest.

XML (UTF-8)

Extensible Markup Language. The indexed properties will be routed in XML (ANSI) format. UTF-8 character set uses 1 byte (8 bits) to represent basic Latin characters, and two, three, or four bytes for the rest.

Select the Send all items in a single email message check box if the recipient wants to have email output bundled together and attached to one email message.

Delivery

The Delivery screen provides further options on how and where to send documents as well as adding supplemental documents and the size of the email being sent.

Delivery Options
  1. If Send as Embedded Hyperlink is selected, supply the following information:
    1. Specify where Output Manager is to Copy the output by clicking the ellipses button. The Browse for Folder dialog will be displayed.
    2. If the recipient is not on the local area network, enter the Base URL. The file name will be appended to the base URL, serving as the Internet-accessible file address.
    3. Enter a File Prefix that will be appended to the beginning of the file name. This can be used as an identifier to specify the document type, etc.
  2. If Send as Compressed Attachment (.zip) is selected, supply the following information:
    1. Specify the Attachment Format:
      • Compressed to single file – all attachments will be compressed in the same file.
      • Compress each file individually – each attachment will be compressed in its own file. This is the default.
    2. Select Use Encryption if the file is to be encrypted before compression. The recipient must enter the Password before extracting the file. If compression is used, the file must be extracted using a decompression tool, such as WinZip (see http://www.winzip.com for more information).
  3. If you are utilizing Supplemental Documents, check the Combine Supplemental Documents into one document box if you want all the added supplemental documents to be delivered as one file, if there is more than one.
Email Threshold

The Email Threshold section manages the size of emails that are sent to recipients from routing lists.

  1. Size (MB) - This setting determines the upper limit of the email size beforeDocLinkk intervenes. The default setting is 10MB
  2. Split if file exceeds threshold (single file only) - Check the box to enable. This will split the file if it exceeds the email threshold.
  3. Send alert email to this address - Check the box to enable and enter an email address to be sent to someone when the email has reached the threshold specified.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Enter a Subject that should appear on the cover sheet header. You can use cover sheet data tokens to selectively display indexed property values for the document being routed.
  2. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  3. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  4. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
Preview

The preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template.

 

FaxFax

To send fax to a dynamic recipient, Output Manager must have specific information about the fax output.

  1. To configure fax for a dynamic recipient, select or create a dynamic recipient, click the Add drop down menu on the Delivery tab and select Fax.
  2. The Dynamic Fax dialog screen opens.

General

On the General screen, enter the fax information that will be included in all faxes sent for this recipient.

Fax Detail
  1. Using the Fax Number drop down, select the property containing the fax number. The document’s property value(s) for this property will be used as the fax number. Therefore, the document must be indexed with a valid fax number in order for the document to be properly routed. Remember to include the country code and area code when necessary.
  2. Enter a Description for the output method. This description can be used to uniquely identify output methods that are similar but contain different cover sheet, format or schedule information.
  3. Select the Send all items in a single fax transmission check box if the recipient wants to have fax output bundled together and sent as one fax.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

Enter a Subject that should appear on the cover sheet header. Alternatively, use the drop down menu to add cover sheet data tokens that will selectively display indexed property values for the document being routed.

For all other configuration options, refer to the Dynamic Email Recipient Cover Sheet instructions to configure a cover sheet for Fax.

 

PrintPrint

To print a copy of a document for a dynamic recipient, Output Manager must have specific information about the print output.

  1. To configure print for a dynamic recipient, select or create a dynamic recipient, click the Add drop down menu on the Delivery tab and select Print.
  2. The Dynamic Print dialog screen opens.

General

Printer
  1. Use the drop down list to select the Property that Output Manager will look at to determine if the document is to be printed.
  2. Select the Printer Name from the list of all printers available to the computer where the Output Manager service is installed.

    If the list of printers isn't being displayed, check to make sure that the Output Manager service is configured properly:

    Make sure the Output Manager service has been turned on at least once in order to gather a list of available printers. If a new printer was just added, the service should be restarted.

    Make sure that the log on account specified for the Output Manager service has access to the printers.

    If the appropriate printer does not appear in the list, make sure the computer where the Output Manager service is installed has access to that printer.
  3. Enter a Description for the delivery method. This description can be used to uniquely identify delivery methods that are similar but contain different cover sheet, format or schedule information.
  4. Verify the following to get the appropriate output:

    Default Printer Options

    1. Use the up/down arrows to select the Number of copies you want to have printed.
    2. Specify the Duplex option you require for the output.
      • Simplex – Single sided printing. This is the default option.
      • Vertical – (also known as long-edge, or portrait) Double sided printing with pages flipped, or turned on their long edge.
      • Horizontal – (also known as short-edge, or landscape) Double sided printing with pages flipped, or turned on their short edge.

    Paper

    1. Select the Size of the paper you want to use from the drop down list.
    2. Select the Source to use from the drop down list.

    Orientation

    Choose either Portrait, Landscape, or Automatic orientation for your output.

    *Select Automatic to ensure Output Manager will detect page orientation while printing.

Delivery
  1. Specify the number of Retry Attempts Output Manager should try if an error is encountered on the first attempt to print the file.
  2. Check the Spool all items as a single print job box if the recipient wants to have documents batched together and printed at the same time.
  3. Check the Print copy for each instance of the property value if that property exists more than once and you need multiple copies of the document.

Schedule

Refer to Scheduling Delivery Methods for detailed instructions about scheduling.

Cover Sheet

The Cover Sheet dialog allows you to select/configure message content to be sent with the documents being routed. Select the Include cover sheet check box to enable the options on this screen.

Cover Sheet Content
  1. Enter a Subject that should appear on the cover sheet header. You can use cover sheet data tokens to selectively display indexed property values for the document being routed.
  2. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  3. Send As – select either Text or Html as the output format of the message body. This will be based on the configured template.
  4. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.