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Setting up an Attachment Group

Use an attachment group to merge multiple attachments from a dispatch profile into a single file when sending. This means that the recipient receives one file instead of several individual attachments.

Prerequisites

  • You have been assigned the Document Dispatch - Administrator role.
  • A dispatch profile is available.
  • The attachments that you want to merge have been set up in the dispatch profile.

Create an attachment group

  1. Open the Document Dispatch - Administrator role.
  2. Use the search to open the Document Dispatch - Dispatch Profiles page, or select Dispatch Profiles from the Setup menu on the action bar.
  3. Select the dispatch profile whose attachments you want to merge.
  4. Navigate to the Document Dispatch - Dispatch Profile Attachments section.
  5. Select Groups on the action bar.
  6. On the Document Dispatch - Dispatch Profile Attachment Groups page, select New.
  7. Enter a unique and meaningful Code for the attachment group.
  8. Select an existing File Caption or create a new one. The file caption is used as the name of the merged file.
  9. If required, select Placeholders to make the file caption dynamic.
  10. Select the File Type in which the merged file is created.
  11. Under Handling of Non-PDF Files, specify whether non-PDF files are ignored and excluded from the dispatch, even when they are assigned to the attachment group.
  12. Close the page to save the attachment group.

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

Assign attachments to an attachment group

  1. In the required dispatch profile, open the Document Dispatch - Dispatch Profile Attachments section.
  2. Select the attachment that you want to assign to an attachment group.
  3. In the Attachment Group field, select the attachment group that you created previously.
  4. Repeat these steps for every attachment that you want to merge.

Order of Document Central attachments

For attachment types from Document Central, you can use Attachment Group Sequence in Options to define where the attachment is inserted in the merged file.

Attachment Group Sequence

You can define the order of the merged files.

  1. In the required dispatch profile, navigate to the Document Dispatch - Dispatch Profile Attachments section.
  2. Move to the Attachment Group Sequence column.
  3. For each attachment, define the required order within the merged PDF. Attachments with lower numbers are inserted before attachments with higher numbers.

Verify the merge

Run a test output to verify the configuration.

  1. Open the dispatch profile and navigate to Document Dispatch - Dispatch Profile Attachments.
  2. Select the attachments that you want to verify.
  3. Select Test Output on the action bar.
  4. Open the downloaded file and verify that the attachments were merged in the required order.

See also