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Setting Up Uploads to Document Inbound

When sending via Document Dispatch, you can control whether attachments should be archived in Document Central. B2Brouter invoices created from JSON data can also be retrieved after a successful send and transferred to Document Inbound for archiving.

The documents are handed over to the configured Document Inbound inbox after sending and after executing the task queue Document Dispatch – Clear Sent Queue Attachments. From there, they are further processed and ultimately archived in Document Central.

Prerequisites

Before using the function, ensure that the following prerequisites are met:

  • The connector app Document Central for Dispatch is installed and activated.
  • The task queue Document Dispatch – Clear Sent Queue Attachments has the status Ready.
  • For attachment archiving, the shipping profile uses the output type Mail, or B2Brouter without Use JSON Schema.
  • The Document Inbound inbox uses the assignment method Record ID.

Mail attachments are handed over to the inbox only after the task queue Document Dispatch – Clear Sent Queue Attachments has been executed.

Archive B2Brouter Invoices

For a B2Brouter profile that uses a JSON schema, the invoice generated by B2Brouter can be archived automatically after the invoice has been sent successfully. The invoice is retrieved and transferred to the configured Document Inbound list, where the normal Document Central process continues.

Configure B2Brouter invoice archiving

  1. Open Dispatch Profiles from the Setup menu.
  2. Select a profile with Output Type = B2Brouter.
  3. Open Output Type Setup.
  4. Activate Use JSON Schema.
  5. In the Document Central Archiving group, select the B2B DI Inbound List.
  6. Select the B2B DI Content Type. The available content types are checked against the source table used by the profile.
  7. Activate Archive B2Brouter Invoice.

The Document Central Archiving group is shown for B2Brouter profiles. The Archive B2Brouter Invoice option is shown only when Use JSON Schema is enabled.

Archiving is performed only when the Document Central and Document Dispatch setup is active, the profile uses B2Brouter with JSON schema, and Archive B2Brouter Invoice is enabled. The selected inbound list, content type, document library, and metadata must also be valid.

Processing and status

After a successful B2Brouter send, Document Dispatch retrieves the generated invoice and transfers it to Document Inbound. The queue entry shows the result with these fields:

Field Meaning
B2Brouter Invoice Transferred The generated B2Brouter invoice was transferred to Document Inbound for archiving.
B2Brouter Archiving Error The last error that occurred while retrieving or transferring the invoice.

When the transfer succeeds, B2Brouter Invoice Transferred is set to Yes and the archiving error is cleared. No transfer is attempted if the queue entry is no longer available, has already been archived, or its related dispatch record cannot be loaded.

Archiving errors

The transfer cannot be completed when, for example:

  • no default Document Inbound list is configured for the profile;
  • no Document Central content type is configured;
  • no document library can be found for the profile;
  • Document Central metadata cannot be created;
  • B2Brouter returns an empty generated invoice; or
  • the selected inbound list or content type is not valid for the profile's source table.

Check the profile's Document Central Archiving settings and the related Document Central configuration when an archiving error is shown.

Setting Up the Upload of an Attachment to Document Inbound

The following steps must be performed to set up the upload of email attachments to a Document Inbound inbox.

Specify which inbox the documents should be uploaded to

  1. Navigate to the role center Document Dispatch – Administrator.
  2. Click on Setup in the menu bar and perform the action Shipping Profiles.
  3. Select the shipping profile for which the attachments should be uploaded.
  4. In the menu bar, perform the action Set Up Output Type.
  5. In the Upload to Document Inbound section, select an inbox.

Note

All attachments from the shipping profile will be uploaded to the same inbox.

Specify which content type the documents should be uploaded with

  1. Navigate to the role center Document Dispatch – Administrator.
  2. Click on Setup in the menu bar and perform the action Shipping Profiles.
  3. Select the shipping profile for which the attachments should be uploaded.
  4. Check the box Upload to Incoming Document in the Attachments of the Shipping Profile.
  5. Select a Content Type that the documents should be uploaded with later.

Note

If an attachment group is configured, the assignment of the content type must be done in the configuration of the attachment group.

Setting Up the Upload of Attachments from an Attachment Group

  1. Navigate to the role center Document Dispatch – Administrator.
  2. Click on Setup in the menu bar and perform the action Shipping Profiles.
  3. Select the shipping profile for which the attachments should be uploaded.
  4. Navigate to the attachments of your shipping profile.
  5. Use the scrollbar in the Document Dispatch attachments to scroll right until the Attachment Group column is visible.
  6. Open the configuration of the attachment group. If an attachment group already exists, click on the group and then click on View Details. If no attachment group exists yet, click on + New to create a new attachment group.
  7. Check the box Archive to Document Central and select a Content Type under which the documents of the attachment group should be archived.

Setting Up the Upload of Attachments to an Inbox for Additional Attachments from the Email Dialog Page

In the email dialog, there is the option to upload an additional attachment when sending an email. These attachments can also be uploaded to Document Inbound. The following steps must be performed to set up a content type for additional attachments.

  1. Navigate to the role center Document Dispatch – Administrator.
  2. Click on Setup in the menu bar and perform the action Shipping Profiles.
  3. Select the shipping profile for which the attachments should be uploaded.
  4. In the menu bar, perform the action Set Up Output Type.
  5. In the Upload to Document Inbound section, select an additional content type for attachments.

Info

The steps from the section Setting Up the Upload of an Attachment to Document Inbound should be completed before proceeding with these instructions.

See also