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Emailing Multiple Documents which may or may not have multiple revisions on selected documents attached to 1 Email

Patricia_Bent
Star Contributor
Star Contributor

We are currently emailing a separate document each time it is swept via XML into OnBase using the workflow timers, distribution service and notifications in OnBase 18. What we would like to do is "bundle/packet" those documents and mail them together in one email. I was considering foldering the documents and emailing the folder. I haven't tried this method before but I have foldered elsewhere within OnBase and it works.

 

They have just asked to email only certain revisions of the documents that the xml would specify in the packet.   

How do I grab those specific revisions and email them since normally the email would use the current revision?

 

Example email to customer ABC

Document 1 is not a revisionable document therefore no revisions.

Document 2 has 5 revisions and they want to email  the last 3 revisions.

 

The one email notification to customer ABC would have document 1, document 2 revision 1, document 2 revision2, document 2 revision 3 attached.

 

I've been looking at these links but haven't  found anything about how to handle revisions

https://community.hyland.com/forum/threads/65123-looking-to-limit-notifications-in-workflow-by-keywo...
https://community.hyland.com/forum/threads/41326-workflow-load-balancing-email-notification-only-sen...

https://community.hyland.com/forum/threads/39923-workflow-notifications---1-instead-of-10

 

Any ideas/answers/things to try would be greatly appreciated.

 

 

 

 

2 REPLIES 2

Eric_Beavers
Employee
Employee

Take a look at the Document Packets solution. This is probably the easiest path.

 

https://community.hyland.com/products/onbase/document-packaging/product-overview

Hi Eric,

 

Thank you for your suggestion. At the moment we are not in the position to add a new product/licensing to our OnBase solution.

 

I was looking for my workflow solutions/suggestions.