Document creation can be triggered from a workflow task of type Send document. In this case, a record is added to the Document queue.

Process the records in the Document queue to create the documents.
Created documents are stored in the Action and document management file share. If the document type is of output type Email, the email is sent as well.


Standard procedure

1. Click Action and document management operations.
2. Click Process document queue.
3. You process the document message queue at least by document type. So, for each used document type, set up the batch processing.
  In the Document type field, enter or select a value.
4. You can choose to process the document message queue by document type perspective.
  In the Perspective field, enter or select a value.
5. Expand the Run in the background section.
6. Select Yes in the Batch processing field and fill in the other fields as desired.
7. Click Recurrence and define the recurrence as desired.
8. Click OK.
9. Click OK.

Notes

Usually, you process the document message queue in batch. You can also manually process a record in the document message queue. To do so, go to Action and document management > Inquiries > Document message queue. Select a record and click Process.

Related to Notes

Use document types

 

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