File Copy for Standard Recipients or as a Default Delivery Method

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.

Refer to the Standard Email Recipient Content instructions for Content Format.

XML Encoding: When distributing XML output, the encoding can be specified to the customer's requirements. The drop down list features many different encoding options. Select the one that best fits your needs. (see http://www.w3schools.com/xml/xml_encoding.asp for more information).


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

Refer to the Standard Email Recipient Cover Sheet instructions to configure a cover sheet for File Copy.


Delivery Methods

Standard Recipient/Default Delivery Method - Email

Standard Recipient/Default Delivery Method - Fax

Standard Recipient/Default Delivery Method - FTP

Standard Recipient/Default Delivery Method - Print