Try RMail PRE-Crime Services – The Settings Templates feature allows users to create reusable configuration templates that can be selected to apply when distributing o generating a specific type of RPD.
This functionality streamlines the setup process by reducing the need for manual configuration each time a document is submitted. By standardizing settings across similar document types, it helps ensure greater consistency, improves efficiency, and minimizes the risk of human error.
Settings Templates are especially useful for workflows that involve recurring document types requiring predefined configurations.
This article covers the following topics:
- Creating a settings template
- Managing settings templates
Creating a settings template
There are two ways to create a template.
Method 1:
1. Configure the settings as if you were about to generate or send an RPD. Once all desired features are selected, click the Create Template icon.
2. A new window will open displaying all the selected features. Enter a name for your template and click Create.
Note: Only supported features will be saved. Unsupported features will not be included and must be configured manually if needed.
Your template will now be saved and will appear in the Templates dropdown menu, where it can be selected and applied whenever needed.
Method 2:
1. Click on the Manage Templates icon.
2. A pop-up will open displaying the created templates. Click on the Create Template button.
3. Select the desired security level and choose which features will be included in the template. To add features, select them from the Available Features column and use the arrow buttons to move them to the Selected Features column. Once the configuration is complete, enter a name for the template and click Create to save it.
The template will then be available in the Templates dropdown for future use.
Note: Only the features displayed in the Available Features and/or Selected Features lists are supported in Settings Templates. Any features not shown in this window must be configured manually per transaction.
Managing settings templates
1. Click the Manage Templates icon to view all the templates you have created.
2. A pop-up will open displaying the created templates.
- To see which features are included in a template, click on View in the Features Selected column.
- If you want to remove a template, click the Delete icon in the Actions column.
- To update an existing template, click the Edit option in the Actions column. A pop-up window will open showing all the configured settings for that template. Make any necessary changes and click on Update.