2021.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2021.2
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to obtain the installers
- Installation prerequisites
- User accounts and security
- Installing PlanetPress Connect on Machines without Internet Access
- Installation Wizard
- Running Connect installer in Silent Mode
- Activating a License
- Migrating to a new workstation
- Information about PlanetPress Workflow
- Upgrading
- Server Configuration Settings
- Known Issues
- Uninstalling
- General information
- OL Connect projects
- The DataMapper
- DataMapper basics
- Data mapping configurations
- Creating a new data mapping configuration
- Opening a data mapping configuration
- Saving a data mapping configuration
- Down-saving a data mapping configuration
- Using the wizard for CSV and Excel files
- Using the wizard for databases
- Using the wizard for JSON files
- Using the wizard for PDF/VT or AFP files
- Using the wizard for XML files
- Advanced PCL to PDF options
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Sending the template to the Workflow tool
- Receiving and extracting data from a COTG Form
- Using COTG data in a template
- Designing a COTG Template
- Capture OnTheGo template wizards
- Using Foundation
- COTG Elements
- Using COTG Elements
- Testing a Capture OnTheGo Template
- Using the COTG plugin
- Dynamically adding COTG widgets
- Saving and restoring custom data and widgets
- Using submitted COTG data in a template
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing content
- Preferences
- General preferences
- Clean-up Service preferences
- DataMapper preferences
- Database Connection preferences
- Editing preferences
- Email preferences
- Emmet preferences
- Engines preferences
- Hardware for Digital Signing preferences
- Language preferences
- Logging preferences
- Parallel Processing preferences
- Print preferences
- Project Wizards preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Web preferences
- Writing your own scripts
- Script types
- Creating a new Standard Script
- Writing a script
- Setting the scope of a script
- Managing scripts
- Testing scripts
- Optimizing scripts
- The script flow: when scripts run
- Selectors in Connect
- Loading a snippet via a script
- Loading content using a server's API
- Using scripts in Dynamic Tables
- Control Scripts
- Post Pagination Scripts
- Translating templates
- Designer User Interface
- Designer Script API
- Functions and fields
- Example
- Functions and fields
- html()
- margins
- front, back
- Generating output
- Print output
- Email output
- Web output
- Generating Print output
- Generating Print output from the Designer
- Generating Print output from Workflow
- Print settings in a template
- Aborting content creation
- Print using standard print output settings
- Print Presets
- Print using Advanced Printer Wizard
- Adding print output Models to the Print Wizard
- Splitting printing into more than one file
- Print output variables
- Generating Fax output
- Generating Tags for Image output
- Generating Email output
- Generating Web output
- Optimizing a template
- Runtime parameters
- PlanetPress Connect Release Notes
- OL PlanetPress Connect Release Notes 2021.2.1
- License Update Required for Upgrade to OL Connect 2021.x
- Backup before Upgrading
- Overview
- OL Connect 2021.2.1 Improvements
- OL Connect 2021.2 Designer Improvements
- OL Connect 2021.2 DataMapper Improvements
- OL Connect 2021.2 Output Improvements
- Workflow 2021.2 Improvements
- OL Connect 2021.2 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.1
- OL PlanetPress ConnectRelease Notes 2020.2.1
- OL PlanetPress Connect Release Notes 2020.1
- OL PlanetPress Connect Release Notes 2019.2
- OL PlanetPress Connect Release Notes 2019.1
- PlanetPress Connect Release Notes 2018.2.1
- PlanetPress Connect Release Notes 2018.1.6
- PlanetPress Connect Release Notes 1.8
- PlanetPress Connect Release Notes 1.7.1
- PlanetPress Connect Release Notes 1.6.1
- PlanetPress Connect Release Notes 1.5
- PlanetPress Connect Release Notes 1.4.2
- Connect 1.4.2 Enhancements and Fixes
- Connect 1.4.1 New Features and Enhancements
- Connect 1.4.1 Designer Enhancements and Fixes
- Connect 1.4.1 DataMapping Enhancements and Fixes
- Connect 1.4.1 Output Enhancements and Fixes
- Connect 8.4.1 Workflow Enhancements and Fixes
- Known Issues
- OL PlanetPress Connect Release Notes 2021.2.1
- Knowledge Base
- Legal Notices and Acknowledgements
l Recipient(s): The user name(s) that should receive the document. One or more
emails and/or user groups, separated by a semicolon.
l Category: The category under which the document appears. You can enter multiple
values, separated by a semicolon. If a category does not exist, it will be created on
the server.
l Send as Blank Form: Check this option to send the template as a reusable form.
The form will not be deleted from the app's Library when it is submitted. To manually
delete it from the Library, swipe it to the left.
l Document Information group:
l Title: The title that appears both on the Nu-Book management interface
(https://config-us.captureonthego.com), as well as on the Capture OnTheGo
application on the mobile device. Defaults to the name of the template and the
currently active section.
l Author: The name of the author or company.
l Description: The title that appears both on the Nu-Book management interface
(https://config-us.captureonthego.com), as well as on the Capture OnTheGo
application on the mobile device when looking at the document's details.
Send (Test) Email
The Send Email dialog is used to generate mail output and send it to each recipient in the
Record Set. To open this dialog, select File > Send Email, on the menu.
Note that the subject, recipients etc. must be specified before sending the email; see "Email
header settings" on page531.
For more information about the process of sending out email and the possible settings, see
"Generating Email output" on page1499.
Options for this dialog:
l From group:
l Name: Enter the name that should appear when sending emails. The name is
optional.
l Email: Enter the email address that will appear as a Sender to the email recipient. A
single email address should be written.
l To group - only when sending a test email:
l Email address(es): Enter one or more email addresses where the test emails are
sent. Multiple emails can be separated by semicolons (;), and can be in the same
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