Create a Distribution Stamp

1. Open the distribution stamp.
   1. From Document Search Results, Workflow Search Results or Workflow Supervisor:
      • Highlight a document listed in the search results grid.
      • Go to the Tools menu and select Smart Forms, then Distribution Stamp.
      • The document will launch in the viewer and the distribution stamp window will be open.
   2. From Workflow Inquiry:
      • From the Smart Client, click the Workflow tab.
      • Select the workflow, status and category you wish to display, click the Search button in the toolbar.
      • From the workflow results window the first document listed in the grid will automatically launch in the DocLink Viewer.
      • If you do not see the Document Information window in the viewer, click the Document Info button.
2. Click the distribution stamp tab. Access to this tab is controlled via roles.
3. On the distribution stamp tab, select the stamp you will be using from the Select Stamp drop-down box.
4. From the Home menu ribbon, select Create New Stamp. The stamp fields will be enabled allowing you to enter data.
5. Enter appropriate data, using the Tab key to move from field to field.
   1. Any previously indexed property values will pre-populate stamp fields if the stamp fields are mapped to the same DocLink properties.
   2. For any stamp field that contains a look up, press the look-up hot key configured for your stamp (for example F3 as the lookup hot key).
   3. You can enter a partial word or phrase in the look up field, and then press the look up hot key to display only items that match the value you entered. The asterisk wildcard character is supported.

      Examples of filtering account codes:

      • Entering 11215 or 11215* and hotkey will return any account codes beginning with 11215.
      • Entering *SFWE and the hotkey will return any codes ending with SFWE.
      • Entering *520* and the hotkey will return any codes containing 520.

      On any look-up window you can also filter the results.

   4. F4 on a drill-down field will expand the list so you can click, type or use the arrow keys to select the value you want from the list.
   5. In the detail area, click the Add button to add each new row. Rows are added to the end of the list. The Delete button will remove any currently selected row.
6. After all data has been entered you can either Save or Stamp depending on your business process. If you wish to discard your changes click Cancel.
7. To distribute this document to a workflow approver to review/change/approve your distributions, select the individual you are sending the document to, from the To drop-down box in the viewer, and click the Send button. The next document in the workflow search results list will automatically load in the viewer.