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Set up communication profile: To
Activity Flow

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.

Designer Designer Start Start Do you need an  addressee scenario?  Do you need an  addressee scenario?  Does the required addressee  scenario already exist? Does the required addressee  scenario already exist? Set up addressee scenario

Set up addressee scenarios

You can use addressee scenarios to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.

 Set up communication profile: To Set up communication profile: To Use the communication profile of type To to define the main recipient of the document.You can define the recipient in several ways: Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.Addressee scenario: Fill in the Data source field and Scenario field. The address information is searched for based on the defined data source and addressee scenario.Email: Fill in the Email field. The document is sent to the defined email address.Use only one of these ways and do not combine these in one communication profile. 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 'To'. 7. Sub-task: Table field. 8. In the Data source name field, enter or select a value. 9. In the Field name field, enter or select a value. 10. Sub-task: Addressee scenario. 11. In the Data source name field, enter or select a value. 12. In the Scenario field, enter or select a value. 13. Sub-task: Email. 14. In the Email field, enter an email address. 15. Close the page. Set up communication profile: Cc Set up communication profile: Cc Use the communication profile of type Cc to define a recipient of a copy of the document. Usually, this is used for internal purposes to send a copy of the document to an internal recipient.You can define the Cc recipient in two ways: Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.Email: Fill in the Email field. The document is sent to the defined email address.Use only one of these ways and do not combine these in one communication profile. 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 'Cc'. 7. Sub-task: Table field. 8. In the Data source name field, enter or select a value. 9. In the Field name field, enter or select a value. 10. Sub-task: Email. 11. In the Email field, enter an email address. 12. Close the page. Set up communication profile: Bcc Set up communication profile: Bcc Use the communication profile of type Bcc to define a 'blind' recipient of a copy of the document. Usually, this is used for internal purposes to send a 'blind' copy of the document to an internal recipient.You can define the Bcc recipient in two ways: Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.Email: Fill in the Email field. The document is sent to the defined email address.Use only one of these ways and do not combine these in one communication profile. 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 'Bcc'. 7. Sub-task: Table field. 8. In the Data source name field, enter or select a value. 9. In the Field name field, enter or select a value. 10. Sub-task: Email. 11. In the Email field, enter an email address. 12. Close the page. End End Yes No No Yes

Activities

Name Responsible Description

Set up addressee scenarios

Designer

 		You can use addressee scenarios to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.

Set up communication profile: To

Designer

 		Use the communication profile of type To to define the main recipient of the document.
You can define the recipient in several ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Addressee scenario: Fill in the Data source field and Scenario field. The address information is searched for based on the defined data source and addressee scenario.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.

Set up communication profile: Cc

Designer

 		Use the communication profile of type Cc to define a recipient of a copy of the document. Usually, this is used for internal purposes to send a copy of the document to an internal recipient.
You can define the Cc recipient in two ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.

Set up communication profile: Bcc

Designer

 		Use the communication profile of type Bcc to define a 'blind' recipient of a copy of the document. Usually, this is used for internal purposes to send a 'blind' copy of the document to an internal recipient.
You can define the Bcc recipient in two ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.

Activities

Name Responsible Description

Set up addressee scenarios

Designer

 		You can use addressee scenarios to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.

Set up communication profile: To

Designer

 		Use the communication profile of type To to define the main recipient of the document.
You can define the recipient in several ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Addressee scenario: Fill in the Data source field and Scenario field. The address information is searched for based on the defined data source and addressee scenario.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.

Set up communication profile: Cc

Designer

 		Use the communication profile of type Cc to define a recipient of a copy of the document. Usually, this is used for internal purposes to send a copy of the document to an internal recipient.
You can define the Cc recipient in two ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.

Set up communication profile: Bcc

Designer

 		Use the communication profile of type Bcc to define a 'blind' recipient of a copy of the document. Usually, this is used for internal purposes to send a 'blind' copy of the document to an internal recipient.
You can define the Bcc recipient in two ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.

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