Configure Recipients and Routing Options

Once a document type has been created, it can be configured for automatic distribution by Output Manager.

  1. Each document type can have one or more routing lists (routing information for a specific document type).
  2. Each routing list can have one or more recipients. Recipients can be configured as Standard or Dynamic recipients.
    1. A Standard recipient is pre-configured with information that doesn't change, such as an email address or fax number.
    2. A Dynamic recipient is a recipient whose routing destination is based on information contained on the document rather than configuration information entered into Output Manager.

      For example, an invoice is printed with a fax number on the document and ERM captures the fax number and indexes the document with that information. Output Manager can then automatically fax the document to the fax number by creating a dynamic recipient that is configured to fax using the property that contains the fax number.

You can start by configuring individual recipients and their output methods or by configuring the routing lists.


Configure Output Manager

Configure Output Manager Service

Recipient Configuration

Routing List Configuration