Sample agent: Sending documents

Use an agent to send a weekly report to a specific set of users.

Before you begin

The form that you want to mail out must contain a SendTo field which stores user names.

About this task

You want to send a weekly update report to the other people working on your project. To do so, complete the following steps:


  1. Open the application containing the document that you want to send, and then click Create > Agent.
  2. In the Agent Properties box, enter Weekly Report in the Name field under the Basics tab.
  3. In the Trigger section, select On schedule, and then select Weekly from the list.
  4. Click Schedule to open the Schedule dialog box.
  5. Enter a day in the On field and a time in the At field, then click OK.
  6. For Target, select All new & modified documents, and then close the Agent Properties box.
  7. In the Programmer's pane, click the Objects tab in the Info List section, then select Document Selection from the list of objects.
  8. Click Add Condition at the bottom of the Programmer's pane to open the Add Condition dialog box.
  9. Select the condition Multiple words.
  10. Enter the term Weekly Report in field number 1, and then click Add to add the condition to the agent and close the dialog box.
  11. Click the Objects tab in the Info List, then select Action from the list of objects.
  12. Click Add Action to open the Add Action dialog box.
  13. Select Send Document in the Action field.
  14. Click Add to add the action to the agent and close the dialog box.
  15. Click File > Save to save the agent in the application.


  • If the document also contains names in the CopyTo or BlindCopyTo fields, it is routed to those recipients at the same time.
  • If the document contains the DeliveryPriority, DeliveryReport, or ReturnReceipt fields, they are used to determine the delivery priority, generate delivery reports, and send return receipts. If the document does not contain these fields, they default to normal priority, no delivery report, and no return receipt, respectively.