Set up template options

The Options screen includes two tabs: Post Creation and Email Options.

1. Open the Post Creation tab.
2. Set up Workflow options.

   To send a document into Workflow, when created, select the Workflow enabled check box, select a user, group or rule, and then select the destination in the Send to: field. You can enter comments that are added to every document using this template in the Remarks box.

   You need to set up notification in settings for emails. Email works only if notifications are configured in PSIsafe Desktop Management > System > Settings.
3. Set up Export options.
   • Select Email to email the content.
   • Select Print to print documents post-filing.

     Click the ellipsis button and select the appropriate printer from the list.

   • Select Hard Disk to save a copy of the content to an accessible storage location after the filing process is complete.

     In some workflows, further archiving/storage in other platforms or locations may be necessary, so select this box and further specify a location, or leave it blank to allow the user to browse to a location.

4. Open the Email Options tab.

   • If you enter a default subject and body text in the document template, post creation emails will have the Subject and Body automatically populated. You can apply entered text and any folder index or the document's file name to the subject and/or body of the email.

   • To include a folder index, use <Idx#>, where # is the index number.
   • To include the file name, use <fn> anywhere in the field.
   • Select Send email without attachment if attaching a document is not preferred.