Supplemental Documents Tab

Supplemental documents include the ability to automatically distribute documents and supporting documents in doc-link using any delivery method. For example, a customer invoice could be distributed with a copy of the customer purchase order and a signed delivery receipt.

Printed documents are automatically collated when they arrive at the printer eliminating the need to copy or sort backup documents. In addition, printed supplemental documents can be sent to different printers than the master document. This is configured on the Exceptions dialog window for the Print default delivery method

If you are not licensed for Supplemental Documents, the Supplemental Documents tab will be displayed but all options will be inaccessible.

Printing and faxing supplemental documents is available for TIFF and PDF files only.
  1. Open the routing list and click on the Supplemental Documents tab. Select the Enable Supplemental Documents for this Routing List check box. You can add supplemental documents using documents that pre-exist in the doc-link repository or using external documents.

    External documents are those that exist outside of the doc-link system and reside on a network share location for the Output Manager service to attach.

  2. Select how supporting documents will be determined. Unless you have written custom code, select the Use the following Supplemental Documents radio button.

    If Use SQL Stored Procedure is selected, enter the name of the stored procedure as it is found in the doclink2 database. If complex and/or custom requirements must be met to route documents with supplemental documents, you can create stored procedures.

    The stored procedure(s) must reside in the doc-link database and needs to return a single column of Document IDs. The name (or alias name) of the column that it returns must be "DocumentID". For the stored procedure to return the correct information, you must include @MasterDocumentID as the input parameter. For further assistance please contact Technical Support.

    Output Manager will automatically set the routing relevance to ‘Expected’ if supplemental documents are determined using a Stored Procedure. Click on the Supplemental Document Configuration link (below) for more information on Routing Relevance.

    If Use the following Supplemental Documents is selected,

    1. Click the Add button to open the Supplemental Document Configuration window. Click the link for configuration steps.
    2. To edit an associated supplemental document type listed in the grid, either double-click on the row to open the Supplemental Document Configuration window or highlight the row and click Properties. Then make the necessary changes.
    3. To delete an associated supplemental document type, right-click on it in the grid and click Remove.

    If a master document doesn't get indexed with one of the property values used to link to the supplemental documents, it could potentially still get routed but with the wrong documents.

    For example, say your master document is an invoice and your supplemental document for the invoice is a purchase order that is linked to the master by matching vendor ID and purchase order number.

    If the invoice is mistakenly indexed into doc-link with a correct vendor ID and a blank purchase order number, Output Manager could potentially route the invoice with all documents matching the vendor ID and any purchase order number.

    To prevent this, configure your document types to 'require' values for relationship properties. Returning to the example above, this would prevent an invoice being indexed into doc-link without a value for vendor ID and purchase order number.
  3. If you need to send a document that is not in the doc-link repository, configure it in the Include the following external documents section.
    1. Click the Add button to open the External Document dialog window. Click the link for configuration steps.
    2. Click Apply, then OK to save the configuration, or OK to save and return to the Supplemental Documents tab.
    3. Click Cancel to exit without saving the changes.

Routing List Configuration

General Tab

Distribution Tab

Output Tab

Cover Sheet Tab

Failure Tab