Communicating Document (D1)

Learn how to control the sending of documents.

You have the following means of restricting the communication of Document (D1):

• Define conditions applied to the Document info area, see Conditional Output.
• Restrict the communication of general documents using the Document Link (D3) info area.

By default, D3 links are only communicated if the record entered in the link field is also communicated. A D3 link to an activity record is only communicated if the activity record meets the applicable communication conditions. Use the D3DontCheck parameter to disable this behavior, see mmco.exe Parameters.

To communicate documents based on the D3 link, you need to define the following settings applied to the Document Link info area in the communication format:

1. Bottom-Up or +Bottom-Up condition applied to the Document info area.
2. Bottom-Up Indirect condition applied to the Document info area.

Examples:

• To only output documents for which a D3 link exists:

  

• To further restrict the communication of documents with D3 links:

  

  In this case, documents are only output if a D3 link exists OR the Doc. Class is "Offer".

• To output documents for which a D3 link exists OR whose Doc. Class is "General:

  

  Use this format to output general documents (e.g. mass mailing documents) with no D3 link, in addition to documents with D3 links.

• To only output documents for which a D3 link to a specific info area exists:

  

  In this case, documents are only output if a D3 link to an activity record exists.

• To restrict the output of documents with D3 links based on the parent info area of the link record:

  

  Documents with D3 links are output under the following conditions:

  If a D3 link exists to an activity record for a company in the UK or USA, the D3 link and corresponding document are output.

  If the D3 link references an activity for a company in France, the link is not output (and consequently, neither is the document).