This option allows documents to be automatically forwarded to external systems e.g. on receiving an Import Declaration the document can be automatically forwarded to a corporate system for archiving. This screen is found in Administration > Corporate Interface > Outbound > Autoforward Documentation
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Field Name |
Description |
Validation |
Default |
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Document |
Select from the pull down list the document to be automatically forwarded |
Mandatory |
Blank |
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Active? |
Indicates whether the forwarding process is currently working |
Mandatory |
No |
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Default Sender |
This field indicates the email address that the email will appear to have been sent from |
N/A |
System Generated |
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Forwarding Reference |
This field will appear if your site uses an External ID alongside Expedient references. Select from the pull down list the reference used to identify the client |
Mandatory |
Job Number |
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How is the document sent? |
Select from the pull down list how the document is forwarded to external systems. Different fields will appear depending on the selection to complete the forwarding set up.
Select the File Name Format that will be used to identify the document and save it to the correct location in the Corporate System |
Mandatory |
Blank |
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Document Type Name |
This is the reference for the document type that will be used in the file name format |
Optional |
Blank |
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File Name Format |
This is the format of the file name that the corporate system will use to identify the document The File Name format <Company>_<Country>_EXPEDIENT_<EntryNo>_<HouseBill>_<DocName>_YYYYMMDDHHMMSS.pdf will insert the first three letters of the company name e.g. ‘EXP’. If there is no Entry Number the Job Number will be inserted. |
Mandatory |
Blank |
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Created By |
This field indicates the user who originally set up the forwarding of the document and when. |
N/A |
System Generated |
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Changed By |
This field indicates who last updated the set up information and when |
N/A |
System Generated |
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