Document Routing Notifications Job Setup

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Document Routing Notifications Job Setup

 

The Document Routing Notification job poll job sends an email notification to every DocRoute™ recipient with a summary of the new documents that were routed to them since the last notification.

 

1.From the ribbon toolbar, click Administration.

2.Click Job Poll, JobPollButton
 
The Job Poll Configuration screen similar to the following displays:
 
JobPollConfigurationScreen
 

3.Click Add.
 
The Job Properties screen similar to the following displays:
 
JobPropertieswindownew-mh
 
 

Job Name

Give the job a meaningful name.

Job Type

Select Document Routing Notifications from the Job Type dropdown list.

Description

Enter a description for the job.

Active

Click the Active check box to mark the job as Active.

Schedule

Determine how often the job should run. (every minute, hour, week, month, year)

Schedule Job to run

Depending on the schedule type, choose when the job should run.

Beginning/Ending

Set a beginning date and an ending date to run the job.

Email on Success

Check this box and enter an email address where an email will be sent if the job is successful.

Email on Failure

Check this box and enter an email address where an email will be sent if the job fails.

Message Override

The job poll job runs a SQL stored procedure to gather the data, format the messages, and send them to the SMTP server. The name of the default stored procedure is dbo.DocRouteNotification.
If knowledgeable about modifying SQL stored procedures, make a copy of this default stored procedure and modify it as necessary.
If there is a modified stored procedure, type the name  in this field so it will run instead of the default procedure.

Send as HTML

Select True to send email notifications in HTML format.
Select False to send email notification in Plain Text format.

From Email

Enter the email address from which the email notifications are sent.

Important:  The user name set up in the SMTP settings must have rights to send emails as the user name entered here.

 

 

JobPollDocRouteNotificationSetup

 

 

4.Click OK button to save the job.

5.On the Sage Paperless Server Dashboard, click the Poll Service tab and make sure the Job Poll Service is installed and running.
 
Note:  If the Job Poll Service is not running, the job will not run.