Setting Up a Vendor Document Profile

  1. Open the Vendor Document Profile form.
  2. Specify this information:
    Vendor
    Select the vendor for whom you want to create a document profile.
    Method
    Select the method you want to use to deliver the report:
    • Printer
    • Fax
    • Email
    All emailed report output is sent in PDF format, and the description entered on the Background Task Definition form is used as the subject of the email.
    Destination
    Specify the fax number, email address(es), or printer where the report will be delivered. To distribute a report to multiple fax numbers or printers, create multiple profiles, each with a different fax number or printer. To distribute a report to multiple email addresses, separate each email address with a semicolon.
    Note: If your phone/fax number contains commas, you must enclose the entire number in double quotes.
    Task Name
    Select the name of the task for which you want to create report distribution defaults.
    Description
    Specify a description for the task for which you want to create report distribution defaults.
    Copies
    Specify the number of copies of the report to print. This field is enabled only if the Method is set to Printer.
    Active
    Select this check box to enable this selected profile.
  3. Save the record.