Home Delivery Options

ILLiad has several options to customize communication and workflow to enable the delivery of physical materials to a home or office address.

The workflow we recommend is to enable the Loan Delivery Method setting on user records for those who receive this service. Requests from users with this delivery method will move through an alternate workflow that includes an email to notification specific for direct delivery. It also allows you to customize your print templates and establish alternate workflows with system routing.

Here are some resources to assist with implementing this type of workflow:

• One Hour Video Overview led by Atlas Trainer
• Additional documents attached to the bottom of this article
  • Presentation slides
  • Sample print templates
  • Sample web pages 

Other articles referenced in the presentation.

• Print Templates
  • Option #1: Adding If/Then Statements to existing print template
  • Option #2: Implementing Print Filters with additional print template
• Custom Queues
  • https://support.atlas-sys.com/hc/en-us/articles/360011808954-Creating-Custom-Queues
• Custom Email Routing & Template Editing
  • https://support.atlas-sys.com/hc/en-us/articles/360011908053-Adding-Email-Routing-Rules
  • https://support.atlas-sys.com/hc/en-us/articles/360011908033-Creating-Email-Routing-Templates
  • https://support.atlas-sys.com/hc/en-us/articles/360011907933-Creating-and-Editing-Email-Templates
  • https://support.atlas-sys.com/hc/en-us/articles/360011907973-Default-ILLiad-Email-Templates
• System Routing
  • https://support.atlas-sys.com/hc/en-us/articles/360011908893-Configuring-Routing-Rules