1. Others
  2. Action and Document Management
  3. Document management
  4. Set up document types

Set up communication profiles for document type perspective

For each document type perspective, set up communication profiles. Use the communication profiles to define, for example, the format, the contents, the sender, and the recipient of the document.
Always set up, at least, these communication profiles:

  • Output type: defines the format (XML or email) and the contents of the document.
  • From: defines the sender of the document.
  • To: defines the recipient of the document.
  • Label: defines the company logo and address for the document.
  • Printer: defines the printer to which the document is sent.


Designer Designer Start Start Set up communication profile: Output type

Set up communication profile: Output type

Use the communication profile of type Output type to define if the document is an email or an XML document. If the output is Email, you also link a template to define the contents of the email.

 Set up communication profile: From

Set up communication profile: From

Use the communication profile of type From to define the sender of the document.

 Set up communication profile: To

Set up communication profile: To

You can use several communication profiles to define the recipient of the document.

For each document type perspective, set up a communication profile of type To.

You can also set up communication profiles of type:

  • Cc: Use this communication profile to define a recipient of a copy of the document.
  • Bcc: Use this communication profile to define a 'blind' recipient of a copy of the document.

 Set up communication profile: Label

Set up communication profile: Label

Use the communication profile of type Label to define the label for the document. You can use a label to add a company logo and company address information to a document.

 Set up communication profile: Printer Set up communication profile: Printer Use the communication profile of type Printer name to define the printer to which the document is sent. Procedure 1. Click Action and document management design. 2. Click the Document types tab. 3. In the list, click the link of the desired document type. 4. In the Perspectives section, in the list, find and select the desired perspective. 5. In the Communication profiles section, click New. 6. In the Profile type field, select 'Printer name'. 7. In the Printer name field, type a value. 8. Close the page. Notes Although this only applies if you use an external print application, you always must define a printer name communication profile. End End

Activities

Name Responsible Description

Set up communication profile: Output type

Designer

 		Use the communication profile of type Output type to define if the document is an email or an XML document. If the output is Email, you also link a template to define the contents of the email.

Set up communication profile: From

Designer

Use the communication profile of type From to define the sender of the document.

Set up communication profile: To

Designer

You can use several communication profiles to define the recipient of the document.

For each document type perspective, set up a communication profile of type To.

You can also set up communication profiles of type:

  • Cc: Use this communication profile to define a recipient of a copy of the document.
  • Bcc: Use this communication profile to define a 'blind' recipient of a copy of the document.

Set up communication profile: Label

Designer

 		Use the communication profile of type Label to define the label for the document. You can use a label to add a company logo and company address information to a document.

Set up communication profile: Printer

Designer

Use the communication profile of type Printer name to define the printer to which the document is sent.

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