Document packaging

Overview

The Document Packaging job packages each invoice PDF with its related supplemental CSV files from the XML-to-PDF and Supplemental CSV Processing jobs and sends them via Outlook.

Trigger a job

Ensure that the input file are uploaded to the specified path in the Input Path field in the Trigger configurations.

To trigger a complete document processing job, follow these steps:

Navigate to the Batch Dashboard module.
On the upper right corner, select Document Packaging from the dropdown list.
Click the Trigger button in the Executions section.
In the Trigger Job popup window, enter valid values to the mandatory trigger configurations.
Click the Trigger button.

When a job is triggered, a live execution window is displayed:

Once the execution is completed, the job will be listed in the Executions table. The output file is stored in the specified Output Path in the Trigger configurations.

Trigger configurations

The following parameters are mandatory when triggering this job:

XML to PDF

Parameter	Description
Chunk Size	Defines how many records or items are processed per batch during execution.
Input Path	Directory location where the system reads or retrieves the source files.
Output Path	Folder where processed or generated output files will be saved.
Archive Path	Main directory where completed or processed files are stored for long-term retention.
Error Path PDF	Directory where PDF files that encountered errors during processing are saved.
Error Path XML	Directory where XML files that failed processing are stored.
Archive Path XML	Specific archive directory for storing processed XML output files.

Supplemental

Parameter	Description
Chunk Size	Defines how many records or items are processed per batch during execution.
Output Path	Folder where processed or generated output files will be saved.
Archive Path	Main directory where completed or processed files are stored for long-term retention.
Error Path	Directory where files that failed processing are stored.

Packaging

Parameter	Description
Chunk Size	Defines how many records or items are processed per batch during execution.
Manifest Path	Location where the system writes or stores the manifest file summarizing the packaging process.

Control Flags

The following controls are available:

Control	Description
Notification Email	Email address that will receive status updates or alerts after processing.
Move to Archive After Success	Automatically moves successfully processed files to the archive folder.
Move to Error on Failure	Sends files that fail processing to the designated error directory.
Create Manifest	Generates a manifest file summarizing the details of the processed batch.
Auto Approve	Automatically approves the process or output to be sent to the recipient. Otherwise, the document is stored in the sender's Drafts folder.