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Setting up the Document Distributor

This guide shows how to configure a Document Distributor for automatic document routing.

Create a Document Distributor

  1. Open the Document Distribution Entries page.
  2. Open the configuration via the action.
  3. Choose New.

  4. Fill in the fields:

  5. Code: e.g., "DIST-INVOICES"

  6. Description: e.g., "Invoice distribution by vendor"
  7. Sequence No.: e.g., 10 (lower numbers = higher priority)
  8. Target Company: select the company
  9. Target Inbound List: select the inbound list

Tip: Use sequence numbers in steps of 10 (10, 20, 30) for future expansion.

Add distribution rules

  1. Open the created Document Distributor.
  2. Go to Distribution Rules.
  3. Create new rules (see Working with Distribution Rules).

Important: When a rule matches, distribution succeeds and the document is routed.

Example: Route invoices by vendor

Goal: Forward ACME invoices to company "COMPANY-A".

Distributor:

  • Code: DIST-ACME
  • Target Company: COMPANY-A
  • Target Inbound List: EB-INVOICES

Rules:

  1. Document Classification - Contains "Invoice" or
  2. Email Address - Ends With "@acme.com" or
  3. Captured Document Data "VendorName" - Equals "ACME Corporation"

Best practices

  • Specific rules first: Assign lower sequence numbers
  • 10-step spacing: Leave room for additions
  • Descriptive names: Make maintenance easier

Tip: The first matching distributor is used. High-traffic distributors should have lower sequence numbers.

Activate the distributor

  1. Enable "Document Distributor" in the Import Configuration.
  2. Ensure the Job Queue "Document Inbound - Document Distributor Bot" is running.
  3. Test with a few sample documents.

See also