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Setting Up an Attachment Group

With an Attachment Group, you can merge multiple attachments of a dispatch profile into a single file during dispatch. This way, the recipient receives only one file instead of several individual attachments.

Prerequisites

  • You are in the role of Document Dispatch - Administrator.
  • A dispatch profile exists.
  • The attachments to be merged are set up in the dispatch profile.

Create an Attachment Group

  1. We start in the role of Document Dispatch - Administrator.
  2. Open the Document Dispatch - Dispatch Profiles page via the search or select Dispatch Profiles from the Setup entry in the menu bar.
  3. Select the dispatch profile whose attachments are to be merged.
  4. Navigate to the Document Dispatch - Dispatch Profile Attachments section.
  5. Select Groups from the action bar.
  6. On the Document Dispatch - Dispatch Profile Attachment Groups page, select New.
  7. Enter a unique and descriptive Code for the attachment group.
  8. Select an existing File Label or create a new one. The file label will be used as the name of the merged file.
  9. If necessary, select Placeholders to make the file label dynamic.
  10. Choose the File Type in which the merged file should be created.
  11. Under Handling of Non-PDF Files, specify how non-PDF files should be handled. This applies to file attachments that have been manually imported and assigned to an attachment group. You can specify whether these files should be included in the dispatch or excluded from it.
  12. Close the page to save the attachment group.

The attachment group is now created and can be assigned to the attachments of the dispatch profile.

Attention

The Include option includes non-PDF files in the dispatch. Since these files cannot be merged with PDF documents, they will be sent as separate files.

Assign Attachments to an Attachment Group

  1. Navigate to the Document Dispatch - Dispatch Profile Attachments section in the desired dispatch profile.
  2. Select the attachment you want to assign to an attachment group.
  3. In the Attachment Group field, select the previously created attachment group.
  4. Repeat these steps for all attachments that are to be merged.

Order of Document Central Attachments

For attachment types from Document Central, you can specify in the Options via Attachment Group Order where the attachment will be inserted in the merged file.

Attachment Group Order

It is possible to set the order of the merged files.

  1. Navigate to the Document Dispatch - Dispatch Profile Attachments section in the desired dispatch profile.
  2. Switch to the Attachment Group Order column.
  3. Set the desired order for each attachment within the merged PDF. Attachments with smaller numbers will be inserted before attachments with larger numbers.

Check Merging

Perform a test output to check the configuration.

  1. Open the dispatch profile and navigate to Document Dispatch - Dispatch Profile Attachments.
  2. Select the attachments you want to check.
  3. Select Test Output from the action bar.
  4. Open the downloaded file and check if the attachments have been merged in the desired order.

See Also