Cover Sheet Tab

The Cover Sheet tab screen 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.

  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.


Routing List Configuration

General Tab

Supplemental Documents Tab

Distribution Tab

Output Tab

Failure Tab