KCM distribute activity

Use a KCM Distribute activity to distribute documents through print, email, portal, SignDoc or output management at a later date from when the documents were created in KCM.

When distributing the documents using SignDoc, you do not pass in details of the signers as part of the configuration; instead, the signature lines are defined in the KCM template using fields from the backbone. At runtime, the data held in that field (in the backbone) determines the name and email address of the person who needs to perform the signing ceremony.

The output management mechanism allows you to distribute each document pack based on the centralized rules that can be configured in the KCM Rules engine. These rules can be due to legal requirements, corporate policies or customer preference.

For example, if you are sending an insurance policy in Netherlands, and according to the legal requirement the policy needs to be delivered to the customer, then the Portal could be a possible delivery channel for any document pack that contains a policy, and those would have to be delivered through e-mail or print.

Note
  • Distribution is not supported for a cloud deployment of KCM.

  • As the KCM Rules engine is available in KCM 5.1.1, we recommend that you use KCM 5.1.1 or higher if you wish to distribute using output management in TotalAgility.

See Configure a KCM Distribute activity.