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Output Profile Settings Dialog Box

The Output Profile Settings dialog box contains settings that let you customize the way processed documents are exported. You can choose the format of output documents, specify the export destination and file naming rules, and customize the formatting of output files.

The saving format selected in the Format drop-down list determines the contents of the dialog box, so make sure you select the format you want to use before changing other settings.

Output data can be saved in the following formats:

Select the way you want to export output files from the drop-down list at the Destination group. The rest of the settings depend on which option you choose.

Save output file in folder
Output files will be saved in a folder on a local hard disk or a shared folder on a network drive. Specify the path to the folder in the Folder box. The length of the path cannot exceed 256 symbols. If needed, select an action for the If file exists case:

Create new name
Adds a prefix to the name of the output file and saves it in the same location. The existing file will not be altered.

Overwrite file
Overwrites the existing file with the output file.

Save output file to FTP/SFTP Server
Output files will be saved to FTP/SFTP Server. If needed, select an action for the If file exists case:

Create new name
Adds a prefix to the name of the output file and saves it in the same location. The existing file will not be altered.

Overwrite file
Overwrites the existing file with the output file.

Save output file in SharePoint library
Output files will be saved in a Microsoft Office SharePoint library. Complete the following steps to connect to SharePoint:

Type the URL of the SharePoint portal in the Specify URL address of SharePoint server site box.

Click the Credentials... button. In the SharePoint Authentication dialog box that opens, type the login and password you use to access the portal. If you want to use Windows Authentication, select the corresponding option. Check the box SharePoint Online to connect to SharePoint 365.

Click the button to connect to SharePoint. If the connection attempt fails, a message with an error code will be displayed.

Select the library from the Library drop-down list.
Note. Avoid library names with the slash "/" character. Library names containing slashes will not be displayed in the list.

Click the Settings... button to associate a document's metadata fields with the corresponding columns of the selected document type in SharePoint.

In the Folder box, specify the folder in which you want to save output files. You can either type the name of the folder manually or click Browse... and navigate to the desired folder. Leave this field empty if you want output files to be placed in the root folder.

You can change the way Microsoft SharePoint handles files with matching names by selecting one of the items in the If file exists drop-down list. The Create new name option is selected by default, so when the name of a file saved to a SharePoint library is the same as that of an existing file in the library, a prefix will be added to the name of the output file so that it can be saved in the same location. The If file exists drop-down list contains the following settings:

Create new name
Adds a prefix to the name of the output file and saves it in the same location. The existing file will not be altered.

Overwrite file
Overwrites the existing file with the output file.

Use SharePoint versioning options
Versions will be allocated to both files as specified in the SharePoint settings. Make sure one of the versioning options (minor version or major version) is enabled in SharePoint.

When exporting to the SharePoint library, the Back up source files to output library option is also available.

Note. Full, Edit, and Design permissions are necessary to perform backups. If a user does not have sufficient permissions, the system will only perform processing of files and will display a warning that backup is not possible.

If this option is selected, the system performs the following operations:

Press the Create Backup Content Types... button to create an RS Source File document type which is to be added to the document's output library (the newly created document type is located in the root directory of the SharePoint site).
Note. If the output library and the input library do not match, backup copy content types are created only on the root site and in the output library. If the output library and the input library do not match, then backup copy content types are created only on the root site and in the output library.

The _Backup folder is created in the root directory of the output library. Original documents that are to be assigned the RS Source File document type are saved to this folder.

Output documents are exported normally. The Source Files column that contains links to original documents in the _Backup folder is included in the description of the output document on the SharePoint site.

Save output file to source library
The results of processing are placed near the source files.

If the source file is processed again the result file will be overwritten or its version will be increased, depending on SharePoint Library settings.

Note. This option is available only for workflows of type Document Library. If you choose to save output to the source library, you will be prompted to check the output format settings whenever you change the type of the workflow or the data source.

In case of reprocessing original files, If file exists drop-down list allows you to manage the order of publication for the output file:

Create new name
Adds a prefix to the name of the output file and saves it in the same location. The existing file will not be altered.

Overwrite file
Overwrites the existing file with the output file.

Use SharePoint versioning options
Versions will be allocated to both files as specified in the SharePoint settings. Make sure one of the versioning options (minor version or major version) is enabled in SharePoint.

Send output file via SMTP server

Send output file via Exchange Server (deprecated method)

The following options apply to all export types:

File name(drop-down list). Specifies a rule for naming output files. The predefined options allow using the source file name or appending it with the job creation date and time in the following formats:

<Dd>-<Mm>-<Yyyy> <Time>
<Mm>-<Dd>-<Yyyy> <Time>
<Yyyy>-<Mm>-<Dd> <Time>

You can also edit an existing rule or create a new one in the File Naming and Output Path dialog box, which appears when you select Custom... in the File name drop-down list.

Create an output file without changing Date Modified

Changes the date of last modification of the output file to the date when the input file was last modified. This option is not available when exporting to SharePoint.

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Option	Description
Reply to all	Output files will be attached to a new message and sent to the sender of the received e-mail message and all of the addresses in To and Cc fields.
Send to address in 'Cc' field	Output files will be attached to a new message and sent to all addresses in the Cc field.
Send to these addresses (comma-separated list)	Output files will be attached to a new message and sent to the specified addresses. The addresses must be separated by commas.
E-mail Subject and Text... (button)	Opens the E-mail Subject and Text dialog where you can edit the subject and body text of the default message.
E-mail Account... (button)	Opens the E-mail Account. You can specify SMTP server connection settings in this dialog.
Use e-mail addresses built using custom rules	You can use rules to create a mailing address in this field. The following may be used as variables: date and time, document attributes, and barcodes used to separate documents. You can also create a mailing address manually using commas as separators.

Option	Description
Reply to all	Output files will be attached to a new message and sent to the sender of the received e-mail message and all of the addresses in To and Cc fields.
Send to address in 'Cc' field	Output files will be attached to a new message and sent to all addresses in the Cc field.
Send to these addresses (comma-separated list)	Output files will be attached to a new message and sent to the specified addresses. The addresses must be separated by commas.
E-mail Subject and Text... (button)	Opens the E-mail Subject and Text dialog where you can edit the subject and body text of the default message.
Use e-mail addresses built using custom rules	You can use rules to create a mailing address in this field. The following may be used as variables: date and time, document attributes, and barcodes used to separate documents. You can also create a mailing address manually using commas as separators.

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Output Profile Settings Dialog Box

Output data can be saved in the following formats:

Save output file in folder

Save output file to FTP/SFTP Server

Save output file in SharePoint library

Save output file to source library

Send output file via SMTP server

Send output file via Exchange Server (deprecated method)

See also

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