MetaServer > Help > Export Processed Set to Email

030-110 MetaServer Export – Export Processed Set to Email

The Export Processed Set to Email action allows you to send a custom email after the original set of documents has been completely processed.

By default, the action is disabled. To activate the action, open the setup of the Export Processed Set to Email action, enable it and configure it to trigger an email after the set is completely processed.

IMPORTANT: you can only use this action if your workflow uses a Separate Document / Process Page action or Organize action.

You also need to have a valid license for the Export to Email module to make use of this action.

The Export Processed Set to Email action is automatically added to the end of your workflow after adding a Separate Document / Process Page action or Organize action.

Open the setup window by double-clicking the action or by pressing the setup button on the right side of the action or in the ribbon, as shown below.

In our example, we will use the “CB – INVOICES” workflow as a reference. This workflow is automatically installed with CaptureBites MetaServer.

Enable the action and configure it the same way as you would in a regular Export to Email action to trigger an email after the set is completely processed.

To attach all the documents of a set, make you sure you select “Attach Files” and “All Processed PDFs of Set” in the Attachments tab.

NOTE: A set is considered completely processed if all documents of the set have passed through their last Export action or have been deleted during Validation, deleted from the Errors tab or deleted by an action such as Kofax VRS.

TIP: If you want to include index data in the body of your Processed Set Email, you need to extract that data before your Separate and Organize actions.

In other words, extract that data from the original set before its separated or organized.

IMPORTANT: It’s not possible to add an action after the Export Processed Set to Email action.

TIP: you can copy the current settings and paste them in another setup window of the same type. Do this by pressing the Settings button in the bottom left of the Setup window and by selecting Copy. Then open another setup window of the same type and select Paste.