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2. Within default browser on your computer, by clicking the Preview HTML button in the
Designer module’s toolbar. This opens your operating system’s default browser and
displays it in that context.
The template can also be previewed directly on the mobile device. This will show the template
within the Capture OnTheGo mobile application, and all widgets will be functional.
1. Make sure that the Capture OnTheGo mobile application is installed and that it is logged
on to a user created on the Capture OnTheGo Server.
2. With your Capture OnTheGo template open in the PlanetPress® or PReS® Connect
Designer module, click on the Send COTG Test… button in the toolbar.
3. Enter the appropriate information in this dialog:
• Store ID: The Capture OnTheGo Server store ID, where the document metadata
transits. Please note that to the contrary of the Send to Capture OnTheGo task,
the contents of the file is sent to the Nu-Book server.
• Password: The password to the above Nu-Book Store.
• Recipient(s): The Capture OnTheGo user accounts that should receive the
document. One or more emails and/or user groups, separated by commas.
• Category: The category under which the document appears. If the category does
not exist, it will be created on the server.
• Title: The title that appears both on the Capture OnTheGo Server
, as well as on
the Capture OnTheGo mobile application. Defaults to the name of the template
and the currently active section.
• Author: The name of the author or company.
• Description: The title that appears both on the Capture OnTheGo Server
, as well
as on the Capture OnTheGo application on the mobile device when looking at
the document's details.
4. Click Finish to send the document. It should automatically appear in the mobile
application, and remain accessible for 2 days from the moment it is sent.
Sending the template to the Workflow tool
Once you confirm that the template looks good on the mobile device, it’s time to send that
template to the Workflow module. Templates sent to the Workflow module can be used in any
process within it.
To send the template and data mapping configuration to the workflow tool:
1. Open the files you want to send (one data mapping configuration, one template)
2. In the File menu, click on Send to Workflow…
3. Choose the files you want to send:
• Template: Select the template to send. By default the currently active template
is listed. Click Browse to select another template.
• Data mapping configuration: Select the data mapping configuration to send. By
default the current configuration is listed. Click Browse to select another
configuration.