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Setting up an Document Inbound Upload

Document Dispatch offers a feature that will transfer Attachments to Document Inbound during the sending process. These entries can than be returned to Document Central.

Info

To enable the use of the Document Dispatch Upload to Document Inbound, the Connector App Document Central for Dispatch must be installed and licensed.

Setting up an Attachment Upload to Document Inbound

The following steps need to be completed to set up an email attachment upload to an Inbound List in Document Inbound.

Important

This feature is only usable for the Output Type Mail and will only create a Document Inbound entry if the user who sends the email is licensed in Document Central for Dispatch.

Define to which inbound list the Documents will be uploaded.

  1. Navigate to the Document Dispatch - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Dispatch Profiles.
  3. Select the Dispatch Profile for which the Attachments will be uploaded.
  4. Click on Start in the ribbon bar and exeute the action Output Type Setup.
  5. In the Document Inbound Upload section, select a Default Document Inbound List.

Note

  • The Inbound List must have the assignment type RecordID.
  • All the attachments from the Dispatch profile will be uploaded to the same Inbound List.

Define to which Content Type the Documents will be uploaded

  1. Navigate through the Document Dispatch - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Dispatch Profiles.
  3. Select the Dispatch Profile for which the Attachments will be uploaded.
  4. Enable the Upload to Document Inbound field in the Dispatch Profile Attachments.
  5. Select a Content Type to which the documents will be then later uploaded.

Note

When an Attachment Group is configured, the Content Type assignment needs to be done in the Attachment Group Configuration.

Setting up an Attachment Upload to Document Inbound for Additional Attachments from the Email Dialog

In the Email Dialog, there is an option to upload an additional attachment when sending an email. These attachments can also be uploaded to Document Inbound. The following steps need to be completed to set up a Content Type for additional attachments.

  1. Navigate to the Document Dispatch - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Dispatch Profiles.
  3. Select the Dispatch Profile for which the Attachments will be uploaded.
  4. Click on Start in the ribbon bar and exeute the action Output Type Setup.
  5. In the Document Inbound Upload section, select a Additional Attachment Content Type.

Info

The steps from the Setting up a Document Inbound Upload section should be completed before proceeding with these instructions.