Document Distribution

Use the Document Distribution form to distribute electronic files to other employees in your agency. This form is useful as part of an electronic document "routing" workflow, where one employee is responsible for distributing electronic files to other personnel.

Example:

At your agency, the mail room clerk is also the scanning technician. The mail room clerk is in charge of creating electronic files of hard copy documents that arrive in the mail. As part of the workflow, the clerk scans in all claims-related documents, and then enters the electronic files in the Document Distribution form.

Using the form, the clerk assigns these files to the manager of the Claims department. When the assignment is complete, the manager sees the files in her Home Center. The manager then routes the files to the appropriate CSRs in the department to complete the business transaction.

On the Document Distribution form, you can enter additional information about the document file before you send it, including comments, system center assignment, and searchable index keywords. You can also select the document's security classification.

What's Next?

To learn more about working with documents in AMS360, see Workflow: Work with Doc360 Documents. For general information about the Doc360 document management system, see Doc360 - An Overview.

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