Defining envelope keys

By default, a mailing machine handles each document in an output job as the amount of sheets to include in an envelope. For example, if an output job contains invoices only, all sheets in an invoice are included in the same envelope.

If the output job contains several types of documents, and you want to include all documents to a recipient in the same envelope, you must define how to bundle documents and prepare them for enveloping.

Envelope keys

Bundling is applied using envelope keys, for example “customer number” if you want to include all documents to each customer in the same envelope. When you define an envelope key, you define which key to use, the type of key (numeric or string), and the sort order (ascending or descending). You use metadata as envelope keys and define the envelope keys as metadata names.

Prerequisites

•	To define envelope keys in your Project, you must connect the resource set that contains the document type resources to your runtime configuration. To be used as a key, a metadata must be enabled in the post-processing context.

For documents retrieved from a document repository, metadata must be defined using document types in the Project that stored the documents.

•	The preparations described in Documents retrieved from repository or defined by document trigger must be carried out.

To define an envelope key

1	Open the Runtime Output Connector Settings dialog box (generic layer).

2	Click the Job End icon and select the Enveloping tab.

3	Click Browse. The Browse for Resources dialog box opens.

4	Browse to and open the document type resource that contains the metadata to use as key.

5	Click . The Add Envelope Key dialog box opens.

6	Configure the envelope key:

–	Metadata name – the metadata name to use as envelope key.

–	Sort order – Ascending or Descending.

7

Click OK.