Table of Contents

doc.box Report Setup

The doc.box report setup is used to define what should happen when a document is printed or archived. For example, you can specify whether a print dialog with advanced options should open or whether the document should be archived automatically when it is printed.

Choose the Search icon, enter doc.box Report Setup, and then choose the related link.

The following information shows how to use and setup the existing fields.

Note

The setup can only be done for reports that come with the Standard Setup of the doc.box functionality. This functionality has to be programmed to use this setup for custom reports.

Field Description
Report ID Indicates the reports that will be included in the archive module.
Report Name of the Report.
Department Selection of the Department.
Class Selection of the Class.
Document Type Selection to the type of document.
In/Out Additional information regarding whether the documents are incoming or outgoing.
Default Comment The description is predefined for an expected document with the value of the default comment field.
Archiving Defines whether a document is to be archived and/or printed when using the printing action. The options are: Print, Print + Archive , Print + Archive with Confirmation, Print with Confirmation + Archive.
Archiving by Reprinting Depending on the setup, archives every printout (copy). If this field is not activated, only the first printout is archived.
Create Expected Document Defines whether an expected document should be created.
Ext. Print Dialog (Fax, Mail) Defines whether the print dialog and the request page should be executed.
Recipient Group Code Defines which group should be used for presetting the recipients.
Extended Mail Text Code Defines which text element is to be used by default.
E-Mail/Fax can cause archiving When activated, sending an e-mail or fax also triggers the archiving process.