ADDRESS BOOKS

UnForm supports multiple address books to assist in delivery of documents to email or fax addresses.  Address books can be created and maintained directly in the archive browser interface, or programmatically via rule set code blocks.

Address books utilize a concept of an Entity ID, which is an identifier for a particular entity, such as a vendor or customer, or any other unique contact that might be required for an application.  In addition to an entity ID, an address record is identified by an optional document type.  This allows a single address book to be utilized, for example, for customer addresses for sales, delivery, or ad hoc contact.  Each combination of entity ID and document type can have a delivery address, either email or fax.

Specifically, the fields maintained in an address book record are:

•Entity ID

•Document Type

•Entity Name

•Contact Name

•Send To (email address or fax number)

•Combine

The combine field can be leveraged by the deliver command, which has the capability to combine multiple documents in a batch that are targeted to the same delivery address.

The browser interface provides address book maintenance features to users who are granted address book maintenance rights.  This maintenance feature includes an ability to import and export an address book in a CSV format for easy maintenance using third-party tools or text editors.  Many applications and report writers can produce CSV files, allowing the upload of address book information.

In addition, when address books are populated with entity ID's that match document entity ID's, email address suggestions are offered when viewing documents in the browser interface.

In addition to user interfaces, address books can be programmed within rule sets.  There are two functions for simple read and write of address book records, getaddress() and putaddress(), plus the "addrbook" object, that provides greater flexibility.  Using these facilities, you can create rule sets for importing and management of address book entries, as well as utilizing address books for delivery addresses for emailing, faxing, or the new deliver command, which offers batch handling and automated email and fax delivery capabilities.