Creating E-Document Sending Methods

An administrator must create e-document sending methods so that they can be available for selection on the transaction record and the e-document package record. Sending methods must be implemented as custom plug-in implementations instead of scripts.

Before users can send e-documents, an administrator must first assign sending methods to the e-document package record. This will enable users to select an e-document sending method on the E-Document subtab of the customer’s transaction records.

An administrator can select an employee whose name and email address should appear as the sender of e-documents sent by your company or subsidiary. Selecting a designated e-document sender is optional. If there is no designated sender, the system uses the name and email address of the user who sent the e-document as the sender. See Selecting a Designated E-Document Sender.

Another type of sending method, the certification sending method, supports the sending of e-documents to certification authorities, which certifies e-documents for validity and compliance to business requirements. For more information, E-Document Certification in the Outbound Process.

To create sending methods, see the following topics:

• Setting Up an Email Sending Method for E-Documents

• Creating Custom Methods for Sending E-Documents

  • Creating a Script for Sending E-Documents

  • Creating an E-Document Sending Method Record

  • Editing an E-Document Sending Method Record

General Notices