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Setting Up Uploads to Document Inbound

When sending via Document Dispatch, it can be controlled whether the attachments should be archived in Document Central.

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.
  • The shipping profile uses the output type Email.
  • The Document Inbound inbox uses the assignment method Record ID.

The attachments will only be handed over to the inbox once the task queue Document Dispatch – Clear Sent Queue Attachments has been executed.

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