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Overview
After a task is completed, its file can be automatically sent to an email address.
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Automated deliveries are set at a customer level from Manager/Sales > Rolodex tables > Customers.
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Setting up
From a customer’s info page, click on “Automated file distribution” at the bottom:
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At the bottom of the page, click on “Add new email distribution” or “Add new storage distribution” depending on the type of distribution necessary.
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Email distribution
After clicking on “Add new email distribution”, a popup with the following fields will appear:
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In the example below, the file “Final file for client” file will be sent to Sara on the production@barcelos.com email once each “QC” task within an order is completed. Once this delivery is triggered, the “File sent to customer” task will be closed.
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Storage distribution (FTP)
To automate a storage distribution, first the storage server needs to be set up at the customer or consolidated account level. This can be done from Manager > Rolodex tables > Customer OR Consolidated account.
Setting up the storage server
1. From within the Customer info page (magnifying glass) click on “Storage servers”
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8. Folder - the path within the server where the files will be sent to.
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Setting up the storage distribution
In the customer info page, after adding a storage server, click on “Automated file distribution”.
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In the example below, the file “Final file for client” file will be sent to the “FTP Example” FTP email once every “QC” task within an order is completed.
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Monitoring file deliveries
File deliveries using a storage server can be monitored from Manager > File delivery.
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Delayed distribution
Automated distributions can also be scheduled to be delivery at a scheduled date, instead of at the moment they are triggered.
This can be set from the Delayed distribution section within the Automated distribution popup.
Configuration
From: Administrator > Web administrator > Configuration > Smtp
To enable this feature, turn on the option “Enable delayed delivery”:
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Setting up a delayed distribution
Select the date the delayed distribution should be linked to. These can be linked to the Air date, Order internal supply date and Order supply date.
Select how many days before the linked date the delivery should start. If 0, the delivery will start on the linked date.
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This page also allows the user to trigger the delivery immediately, as well as cancel it.
Monitoring delayed deliveries
Sent emails - Pending delayed deliveries
From Manager > Sent mail > Pending delayed deliveries tab
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Deliveries can also be canceled or triggered from here.
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Delayed deliveries - All
From Manager > Delayed delivery
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