User Manual

Manage the automation templates
You can automate a repetitive task so that you can do the task again with a single click. You can
create an automation template for each repetitive task. For example, you want to apply the same
layout to certain documents. Each template is added to the template catalog. The templates are
displayed alphabetically in a list. They can be applied manually or automatically. The benefits of
the automation templates are:
• Saving time and minimizing errors as the layout is standardized and preparation is done in the
background.
• Consistent layout in a multiple operator environment.
Create a new automation template
You can add most settings available in PRISMAprepare to an automation template. For example,
you can add the operations to clean-up scanned pages to the template. However, almost all VDP
settings are disabled. You can select the allowed settings via the menu, the [Structure] view and
the [Preview] view. The settings that you select when recording an automation template are
actually applied to the document. The only setting that is not applied is the print command.
1. Click [Document] - [Create new template]. Or:
Click [Tools] - [Automation templates] - [Automation template catalog]. Click [New].
2. Click [Create].
Start creating the automation template:
You can add most settings available in PRISMAprepare to an automation template. For
example, you can add the operations to clean-up scanned pages to the template. However,
almost all VDP settings are disabled. Still, you can add VDP settings to an automation
template. Do:
1. Before you create a new automation template, go to the VDP workspace.
2. Open a document and apply all VDP settings that you want to use in the automation
template.
3. Click [Export VDP] and save the VDP settings to disk as an XML file.
4. Now, start creating the new automation template.
5. Go to the VDP workspace and click [Import VDP].
6. Browse to the location of the file containing the VDP settings and click [Open].
All imported VDP settings are added to the automation template.
NOTE
The data source and images must remain in the same location as they were
when you exported the VDP settings. If their location changes, the links to these
variables become invalid in the XML file.
The feedback area displays the selected settings and the executed actions.
• Click button [Undo] to remove selections or actions from the template.
3. Click [Stop] to finalize the automation template.
4. Click [Yes] to save the template.
5. Type a name and a description for the automation template.
• Enable the [Add to pick list] option to add the template to the [Pick list]. The [Pick list] is a
subset of the [Automation template catalog]. You can apply a template to a document
without having to open the [Automation template catalog].
6. Click [OK].
The template is saved and added to the template catalog.
Manage the automation templates
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Chapter 2 - Configure the application
PRISMAprepare v7.1.1