Creating output for Archive

Following is an example of how you might create output for archive.

Step 1: create the archive channel

  1. Using EngageOne Administration, select Delivery Management/Delivery Channels.
  2. Add a new delivery channel, for example, with the following properties and clik OK.
Field Value
Name Batch Archive
Type Archive
Format Vault
Print File Format AFP
File Path C:\EngageOne\Output\Report Files\
File Name AGENT_${SYSTEM_DATE}.csv
Format Delimited
Delimiter ,
Fields $[COLOR]
$[CHECK]
$[ATTACHMENTS]
$[TOTAL PAGES]
$[TOTAL PAGES RECTO]

 

 

 

 

Step 2: update the delivery option

  1. Click Delivery Management/Delivery Options.
  2. Add the Batch Archive delivery channel to your Batch Print delivery channel.
  3. Click OK to save.

Step 3: create some test documents

  1. Using EngageOne Interactive, create documents with the following properties.
    Color Check Attachments
    Red Y Y
    Red Y Y
    Red N N
  2. Submit each document, selecting Batch Print for your delivery option.
  3. Approve each document.

Step 4: run batch

Run batch for the delivery channels associated with the delivery option.