HomeGuides :: AssemblageDeliveryIntroduction to Delivering Assemblies

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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