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How do I create a document delivery plan?

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How to Create a Document Delivery Plan


In this guide, you will learn how to create a Document Delivery Plan by selecting a Destination, a document format, and time settings, and associate the Plan to an Author or Facility.

Document Delivery Plans define how newly created jobs should be delivered upon completion.  When a dictation is submitted, Delivery Plans are evaluated and Delivery Instructions are created based on each Plan that applies.  Those Instructions remain pending until the job reaches a status of Complete at which time the Instructions are executed.  MTs have the opportunity to add, remove and modify Delivery Instructions during the production process.
You will need the following before you begin:

  • An Administrator login ID and password for the IMC.  
  • One or more valid Delivery Destinations.  See KB242.  


  • Select Plans on the Delivery tab and click the New Plan button.

To Create a Document Delivery Plan: 

  • What does this apply to?:   Associate the Plan with your whole Account (rare) an entire Facility or a specific author.
  • Where should finished documents be sent?:  Choose a Destination already created.
  • When should documents be sent?:  Choose how/when you would like the documents to be sent. 

  • How should documents be formatted?:  Choose from Rich Text, Word, or PDF formats.
  • Click the Save button.

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Secure Email Delivery Overview
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Handling of Failed Delivery Instructions
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Delivery Instructions Explained
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Delivery Instruction Page Options Explained

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Last Updated
Tuesday, February 27, 2018

document delivery plan KB240
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