Creating a File Share Delivery Template

Summary

Delivery templates are most useful when a user will be delivering a lot of content to the same location in the same format. Using a template will allow the user to specify all the needed delivery information once then they can use the template on Burst items instead of having specify the same information over and over again. 

How-To

Instructions

1. Log in to InfoBurst
2. Navigate to your “My Home” folder
   
    
3. Click on the New button and select Template
   
    
4. Enter in a name for the template
5. Select “Network Folder” from the Destination drop-down menu
   
    
6. Enter the file path for the folder to which you wish to deliver.
   
    
7. You do not need to enter in a file name. The system will default to using the item name and parameters selected as the file name if you leave this blank. If you would like to specify a name, it is suggested that macros are used as this template is intended to be flexible.
8. You do not need to supply any information in the Credentials section.
   
9. In the format tab, select the format you wish to be delivered.
   1. Note that multiple formats cannot be chosen so you will need to create a template for each format you wish to deliver to this location (I.e., one template for PDF and another for Excel, another for Tableau hyper, etc.).
   2. You do not need to set a content password.
10. Be sure to click the Save button to save the template.
    
     
11. If you need to create another template for an additional format, you can copy the existing template, rename the copy, and adjust.
12. If you need to edit an existing delivery template, you will need to re-enter in your password in the credentials section and then Save the changes.

Outcome

You can now use this template for deliveries in Bursts.
 

Further Readings 

InfoSol Help Desk (Vendor site)
 

Need additional help?

If you need additional InfoBurst Support, please submit an InfoBurst Support ticket.