What type of documents can we send via WebDelivery?
Any type or size of documents can be submitted to a WebDelivery recipient account depending on recipient viewing capability. WebDelivery can also convert many document types (text, PCL, PostScript, Word, Excel, etc.) to PDF for convenient, consistent viewing using the free Adobe Reader. WebDelivery can also transform raw data types such as EDI or XML into into more human-readable form for recipient delivery and acknowledgements.
What is a co-branded site? The specific WebDelivery Web site where document recipients go to get documents can be customized to present your company's image and needs. This includes logos, color schemes, and help files. his customization is included with your subscription.
What is a WebDelivery recipient account?
A recipient account is where documents are submitted within WebDelivery. A recipient account has a unique identifier chosen by the host subscriber. This unique identifier can be a supplier or customer number, a fax number, an email address (for one-to-one deliveries), or any designator. A recipient account can have one or many recipient account members each of whom have a unique login id (email address) and password. One or several recipient account members can be recipient account administrators if recipient maintained accounts are desired.
How are recipient accounts created?
Recipient accounts can be created en masse during implementation, manually, or created dynamically as documents are submitted.
How many recipient accounts can we have?
There is no practical limit to the number of recipient accounts a host subscriber can have. Some companies may have ten or twenty recipient accounts and others will have thousands.
How many members can be in a recipient account?
There is no practical limit to the number of members in a recipient account. Some recipient accounts will have only one member and others will have more. It depends on how many individuals you need to be responsible for receiving documents.
Who maintains recipient accounts and members?
Recipient accounts can be dynamically created during document submission. They can also be purged automatically based on inactivity or other criteria. Recipient account members can be managed (added, removed, passwords reset, etc.) by subscriber members with appropriate security permissions or the recipient account administrator(s) (a recipient account member designated as administrator for that recipient account).
What can recipients do with documents?
After logging into WebDelivery, document recipients are presented with a familiar, email-like interface with new (unviewed or confirmed documents) documents listed. Recipients can view or download documents, comment back to the sender, confirm a document with web form (if supplied), reject a document, search documents, and more. All comments and document activity are stored along with the document in WebDelivery.
How do our documents get to the recipients?
Recipients can securely log into WebDelivery to retrieve documents or documents can automatically be sent to them via other secure and direct channels. There are five basic methods for recipients to retrieve documents. The options available to the recipient account are controlled by the host (sending subscriber) or are determined by document submission parameters. Regardless of how the document is retrieved or delivered, recipients can always log into WebDelivery when required to manage documents.
WebDelivery Portal - Document recipient(s) receive an email notification with link to WebDelivery site alerting them of a new document's availability. They securely log into their specific recipient account using the WebDelivery Web interface to view and manage documents.
Secure Email Link - An email with hyperlink prompts a recipient to view the document. The recipient supplies WebDelivery account id and password and the document is downloaded/displayed.
Direct Email Link - Same as Secure Email Link but no id and password are required to view document.
Email Attachment - An email with document attachment is sent to the recipient.
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