Document Packager

For complex business processes that require several documents to start a workflow, the Document Packager feature helps to simplify the process. You can build a package by defining which specific document types have the information required to process a workflow successfully. Once the package of documents is complete, you can merge them into one single document, or leave them as separate files and attach them to a workflow.

This feature is perfect for processes like payment approvals, employee onboarding, or purchase authorizations, where various documents must be in place before progressing to the next step.

Requirements

To use the Packager feature, you need the following:

• An Object to index The action of classifying and providing specific identification information for speedy document retrieval data from which you can select which fields contain the information used to link the documents. For more details, see Objects.

• The Object must have a Document Type drop-down field. This field defines which documents are needed to complete the package.

  The Packager feature does not support Allow Multiple Values for the Document Type drop-down.

Package Definition

To define a package, you can choose which field contains the data the system should use to identify the documents, this is called a Link Field. All the documents included in a package must contain the same field data. You can specify more than one Link Field if you want to match additional data points.

You can choose which documents should be included in a package based on the values from the Document Type drop-down. You can include as many documents as necessary for a comprehensive package. You can also specify which of the included documents are required and must be in the system before a package is submitted. Any documents not marked as required become optional, so even if they are not in the system, you can still complete the package and move it to the next step.

Package Rules

Once a package is defined, the system looks across all of the objects system-wide for the data in the Link Field(s). To narrow the results further, you can optionally set up rules where you can choose exact values and include documents where the records match the additional criteria. This is helpful for objects that have large amounts of data.

Key Points About Rules

Setting rules is optional. Rules can be configured to search in fields where text or number data equals a specific value.

Rules do not support the following:

• Date field types.
• Empty values.

Document Package Options

Once a package is defined, set the options for the package documents. Some of the things you can do with package documents are:

• Merge all or some of the documents in a package to create one document.
  • Select the order in which the documents are merged.
  • Send the merged document to a storage location or to a workflow.
  • Send the original documents to a storage location or leave them in their current folder.
• You can send the individual documents to a storage location, to a workflow, or leave them in their current folder.

To learn more see:

• How to configure a document package.
• How to view and submit a document package.