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

When distributing via SignDoc you don’t pass in details of the signers as part of the configuration, instead the signature lines are defined in the CCM template using fields from the backbone, and 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 CCM 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.

See Configure a CCM Distribute activity.