Send Forwarding Document Reports by Email
Document reports can be distributed through a configured step or document-handling workflow. The report determines the output, while the communication setup determines who receives it.
Configuration hints
- Configure the report template, definition and layout for the forwarding document.
- Maintain the customer/vendor or document party and its email recipient information.
- Configure the step or document handling that generates and distributes the report at the required point in the workflow.
- Test with a known recipient and inspect the generated output and outgoing communication before enabling unattended processing.
A generated report or a completed document status does not by itself confirm email delivery. Review the communication result if the recipient has not received the output.