Setting up a simple document type

The first step is to create a document type. A document type is used to store the email subject and email body text, the overlay page, and extra attachments for the document. As an example, a document type will be created for the Request for Quotation report. Two keywords are used to be able to identify the documents in the Document Store.

To create a document type for the Request for Quotation report:

  1. Start the Document Types (ttrpi2510m000) session.
  2. Create a new document type with these properties:
    • Document Type : RFQ
    • Description : Request for Quotation
    • Split and Distribute Documents : Yes
    • Receiver Type : User
    Note: This distributes the documents to the current user running the Request for Quotation report. Although this is not the Receiver Type you will use in the final setup, it is used to see the first results of your document type setup.
    • Keyword 1, Description: RFQ
    • Keyword 1, Zoom Session: tdpur1501m000
    • Keyword 1, Zoom Return Field: tdpur105.qono
    • Keyword 2, Description: BP
    • Keyword 2, Zoom Session: tccom4500m000
    • Keyword 2, Zoom Return Field: tccom100.bpid
  3. Save the document type record.
  4. Go to the Parts tab to create a new part.
    The part will be used as email subject. Specify these properties:
    • Description : Subject
    • Destination Type : Email
    • Part Type : Email Subject
    • Simple Content : Request for Quotation #rfq#
    Note: Variables are placed between hashes (#) and will be replaced at runtime.
  5. Save this record.
  6. On the Parts tab, create a new part.

    This part will be used to upload the body text file. Specify these properties:

    • Description : Body
    • Destination Type : Email
    • Part Type : Email Body
  7. Save this record.
  8. On your local system, create a text file with this content: 
    Dear partner,

Please find attached our Request for Quotation #rfq#. 
Our standard Terms & Conditions document is attached as well.

When returning please state #bp#/#rfq#.

With kind regards,

#purchaseoffice#
  9. Upload and add this text file to the document type part you just created by selecting Upload File from the Actions menu.
    Note: 
    • The Variables tab contains the three variables used in the text file. These variables will later be mapped to report input fields.
    • You can create an html file instead of a text file. This html file can include the same variables and some pictures and logos.
  10. On the Parts tab create a new part.
    This part will be used as filename of the attached document. Specify these properties:
    • Description : Filename
    • Destination Type : All
    • Part Type : Filename
    • Simple Content : RFQ_#rfq#.pdf
  11. Save this record.
  12. On the Mail From Addresses tab, add an address.
    This address will be used as the email's from address. Specify these properties:
    • Mail From Address : noreply@<your.domain>

      Replace <your.domain> with your own company domain, such as infor.com.

    • Mail From Name : Your Company (or any other speaking name for your company)
    • Is Default : Yes
  13. Save this record.