Assigning Documents

Document Inbound can assign documents automatically to a record. There are several types of assignments that can be used in Document Inbound. The following assignment types are available in Document Inbound.

Assignment Type	Description
Assignment via Barcode	Assigning the document by matching the recognized barcode with the barcode entry table.
Assignment via Filename	Assigning the document by using the configured placeholders and uses recognized values in the file name of the imported documents to define the document.
Assignment via Record ID	Assigning the document by using the known record id that the document received upon incoming to the inbound list.
Assignment via Email Address	Assigning the document by using the matching the sender email with the records that the document received upon incoming to the inbound list.