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7.1. Introduction to Delivering Assemblies
Introduction to Delivering Assemblies
If you are using the full version of Assemblage, you will perform all the delivery tasks from the main Assemblage tool. There are various tools that you will access depending on the type of delivery methods you choose.
Printer -You will use this method when you would like to send paper copies to recipients
File System Auto Filer - This tool is used to create a folder structure which contains the assemblies you wish to upload to portals that require bulk uploads to be handled via a folder structure
Zipper - This tool is used to create a .zip file which contains the assemblies you wish to upload to portals that require bulk uploads to be handled via a single .zip file
ClientView publisher- This tool is used to publish the assemblies to Junxure's ClientView portal
Email with regular attachment - This tool is used for emailing your assemblies to recipients
ShareFile folders - This tool is used to upload the assemblies to the ShareFile portal
Email with ShareFile attachment - This tool is used to email assemblies using the ShareFile email delivery system
Wealth Access publisher - This tool is used to upload the assemblies to the Wealth Access portal
Note: For all delivery options, you can select all or a portion of the assemblies using the common Windows keyboard commands (Ctrl+A will select all the assemblies on the list. Shift+click and Ctrl+click work in this pane as well).
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