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Document Distribution

  • October 16, 2024
  • 4 replies
  • 121 views

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Hi Community,

I cannot distribute documents. I have completed all system requirements but the document is not delivered to the user, what should I do?

According to the help documentation, the following installation has been completed.

  • The user ID you log in with must be linked to a person in the Contacts window.
  • The people to be added to the document distribution list must be registered in the Contacts window.
  • You must have selected one or more documents before using the menu option for document distribution.
  • If you are using e-mail notification as the distribution method, the relevant e-mail address(es) must be registered in the Contact/Contact Method tab.

Best answer by matt.watters

@Hurremoglu you will need to develop an action for the event USER_HAS_RECEIVED_NEW_DOCUMENT for the LU DocDistEngine.

4 replies

matt.watters
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 699 replies
  • October 16, 2024

Refer to this thread. Applies to EE also.

 


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  • Author
  • Sidekick (Customer)
  • 41 replies
  • October 17, 2024

Hi @matt.watters ,

Thank you but this answer not enough. Which event action works with document distiribution? 

Which active event action should I activate?


matt.watters
Ultimate Hero (Partner)
Forum|alt.badge.img+26
  • Ultimate Hero (Partner)
  • 699 replies
  • Answer
  • October 17, 2024

@Hurremoglu you will need to develop an action for the event USER_HAS_RECEIVED_NEW_DOCUMENT for the LU DocDistEngine.


Forum|alt.badge.img+6
  • Author
  • Sidekick (Customer)
  • 41 replies
  • October 17, 2024

Thank you @matt.watters . This solved for my problem.