Delivery options

A delivery option is a named group of one or more delivery channels. You can configure a delivery option that will be made available to front-office users as one, user-selectable delivery choice. When this choice is selected, the delivery channel(s) linked to it will also be distributed.

You can use any name for a delivery option, like Batch Print, Local Print, Insured Print, Agent Print, Archive, etc.

Delivery channels must first be defined – see Delivery channels . You can allocate multiple delivery channels to a delivery option, thus providing automatic carbon copy processing.

You can export a delivery channel for diagnostic purposes or use it to migrate to another environment such as test or production and import it back again if required. When you export a delivery option, only the variables used within that option are exported.

Note that if you import a delivery option and there are any templates missing that reference it, you will be notified with details of which template is missing and its relative XPath – see the following example.

The missing template(s) will be indicated by a blank row within the Template Specific – Variable XPath list in the Output Variables panel. Moving the mouse over those items will show tooltips with details of the missing item(s). When you import the missing template the blank row(s) will be filled and automatically mapped.

To manage delivery options: from the Delivery Management tab, click Delivery Options.

 

 

Use the Delivery Option section of the page:

  • Assign/change the name of the delivery option.
  • Add/remove delivery channels from the delivery option using the arrow buttons.

Refer to List view operations for details on icons used in the list view section of the page.

Note the following:
  • The Compatibility Mode of the delivery option depends on the compatibility modes of all the delivery channels that make up the delivery option. For example, for a delivery option to be associated with an Express Batch compatibility mode, all delivery channels within the delivery option must have an Express Batch compatibility mode. Where there is a mix of Batch and Immediate compatibility modes, then the overall compatibility for the delivery is set to Default as shown above.
  • The association of a template to its delivery option influences the compatibility mode associated with the template. Refer to Compatibility modes for further information.
  • Templates within a folder inherit delivery options assigned to that folder only if the template supports the delivery option.