When distributing a document with contact information merged inside, DocuNote creates its individual copies for each recipient.
By default, the distributed documents are saved as a PDF attachments to the distribution document registration in the source document location.
You are often able to archive these documents in a specific case(s) or folder using case mapping.
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To archive distributed documents on a particular case when initiating a new distribution, follow the steps below:
Under Archive on recipients' case, check Archive documents checkbox.
From the Case mapping drop-down list, select whished case to archive in.
In the Folder name, enter the name of the folder where the cases will be created. Alternatively, you can select from the folders that are available for selected case mapping in the drop down list.
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