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  2. Action and Document Management
  3. Flows

Set up communication profile: From
Activity Flow

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

Designer Designer Start Start Does the required  sender already exist? Does the required  sender already exist? Set up sender Set up sender Use senders to define who sends an email or creates an XML document. For each sender, you can define the business and contact information.On a document type, you link a sender to each communication profile of type From.You can use sender information as variable in the text of a template. To do so, add a table field of the Sender table to a template placeholder and use the placeholder in the template text. Procedure 1. Click Action and document management design. 2. Click Senders. 3. Click New. 4. In the Sender field, type a value. 5. In the Description field, type a value. 6. On the General tab, define the business and contact information for the sender. 7. On the Address tab, define the address information of the sender. 8. Close the page. Set up communication profile: From Set up communication profile: From Use the communication profile of type From to define the sender of the document. 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 'From'. 7. In the Sender field, enter or select a value. 8. Close the page. End End No Yes

Activities

Name Responsible Description

Set up senders

Designer
Use senders to define who sends an email or creates an XML document. For each sender, you can define the business and contact information.
On a document type, you link a sender to each communication profile of type From.
You can use sender information as variable in the text of a template. To do so, add a table field of the Sender table to a template placeholder and use the placeholder in the template text.

Set up communication profile: From

Designer

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

Activities

Name Responsible Description

Set up senders

Designer
Use senders to define who sends an email or creates an XML document. For each sender, you can define the business and contact information.
On a document type, you link a sender to each communication profile of type From.
You can use sender information as variable in the text of a template. To do so, add a table field of the Sender table to a template placeholder and use the placeholder in the template text.

Set up communication profile: From

Designer

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

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