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Document Distributor

The Document Distributor automatically routes incoming documents to the right inbound list in the right company based on configurable rules. It removes manual sorting and speeds up document processing.

How it works

Documents are first created as Distribution Entries and then processed automatically by the Job Queue. The system evaluates configured distributors in sequence and forwards the document to the first matching target.

Main components

1. Document Distributor configuration

Defines the target for document routing.

Key fields:

  • Document Distributor Code: Unique identifier
  • Description: Purpose of the distributor
  • Sequence No.: Priority (lower numbers are evaluated first)
  • Target Company: Destination company
  • Target Inbound List: Inbound list in that company

Tip: Use sequence numbers in steps of 10 (10, 20, 30) to leave room for future additions.

2. Distribution Rules

Define the conditions for routing. OR principle: as soon as one rule of a distributor matches, the document is distributed.

Available rule methods:

  • Document Classification: Document type from Smart Processing (e.g., "Invoice")
  • Captured Document Data: Specific extracted fields such as vendor name or amount
  • Email Address: Sender email address
  • Email Subject: Email subject line
  • Filename: File name of the document
  • Barcode: Barcode value in the document

Evaluation methods:

  • Equals: Exact match
  • Contains: Substring match
  • Starts With / Ends With: Prefix/Suffix check
  • Regex Pattern: Advanced pattern matching

3. Distribution Entry Status

Each document moves through these statuses:

  • Pending → Queued → Processing → Distributed
  • On error: Failed (manual correction possible)

Benefits

  • Automatic routing saves time and reduces errors
  • Multi-company distribution from a single source
  • Intelligent rule evaluation with Smart Processing
  • Manual correction possible when needed
  • Clear status tracking for all documents

See also