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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.

Package Handling

When emails with attachments are processed through the Document Distributor, you can control how the leading document (the email itself) and additional package documents (attachments) are handled.

Allow Processing of Leading Document

This option controls whether the leading document of a package (for example, the email file itself) goes through processing methods such as distribution rules evaluation.

When enabled: - The leading document is evaluated by distributor rules - Both the email file and attachments go through the distribution process

When disabled: - Only the attachments within the package are evaluated by distributor rules - The leading document (email) is excluded from processing methods but is still transferred to the target inbound list along with the package - Useful when you want distributor rules to apply only to attachments (e.g., for Smart Processing scenarios)

Important

The leading document is always transferred to the target inbound list together with the package, regardless of this setting. This option only controls whether the leading document goes through processing methods like rule evaluation.

Procedure:

  1. Open the Document Distributor configuration
  2. Navigate to the Package Handling section
  3. Enable or disable Allow Processing of Leading Document based on your requirements

Handling of Additional Package Documents

This option defines how the system handles additional documents in a package during distribution.

The following options are available:

Option Description
Archive Entire Package All documents with the same Package Id are distributed together to the target inbound list. This ensures that the email and all its attachments are always routed as one unit.
Archive Selected Document and Leading Document Only the selected document and the leading document (email) are distributed. Other attachments in the package are not transferred.
Archive Selected Document with Additional Attachments The selected document is distributed along with the leading document and any unclassified attachments. Attachments that are already classified can be handled separately.

Procedure:

  1. Open the Document Distributor configuration
  2. Navigate to the Package Handling section
  3. Select the appropriate option in Handling of Additional Package Documents

Best Practice for Email Processing

If you are distributing emails for Smart Processing, consider disabling "Allow Processing of Leading Document" to exclude the email file from distributor rule evaluation and Smart Processing. The email will still be transferred to the inbound list but only the attachments will go through processing methods.

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