How to create carbon copies

The recipient identifier can be used to create non-unique documents. For example, based upon conditional testing in the template on Recipient you can deliver:

• the agent address page for the agent copy only, and
• the payer address page for the payer copy only.

Sometimes a business requires user control over who receives a carbon copy. This can be achieved through the use of template logic and dummy delivery channels by:

• Defining the data fields with required properties in Designer – see using the Interactive Data Editor section in the Designer User’s Guide.
• Inserting a CC block that will prompt the user for each copy they might want (if appropriate). This is done in the template in Designer based upon user selection – see the Designer User’s Guide.
• Creating a data variable for each channel including the prompts set up in the previous step. See Output variables.
• Defining delivery channels with inclusion conditions using the data variables used above. Select the recipient based upon which copy you want to duplicate, or select no recipient.

Following is an example of how you might create user selectable carbon copies.