2019.2

Task breakdown
l The initial input is the "Merge PDF Files" on page372, which retrieves and merges all the
PDF files inside of the specified folder. Once a single PDF is created, the task also
optimizes the PDF (to avoid duplicating images and font definitions for each page) as well
as generates a basic Metadata structure containing a single document with one Data
Page per captured PDF.
l The "Metadata Level Creation" on page591 creates the Document level of the Metadata
by placing each PDF data file in its own Document level. It does this by detecting when
the Address in the document changes.
l Then, the "Metadata Fields Management" on page585 adds a few fields at the Document
level in order to properly tag each document with the appropriate information, in this case
the Customer ID, Country and Rep ID. These fields are used for the following Metadata
tasks.
l The "Metadata Filter" on page589 follows by removing any invoice that is not in the US.
Note that the Metadata filter is an *inclusive* filter, meaning that the filter includes the
parts of the Metadata where the result of the filter is true, and filters out anything else.
l The "Metadata Sorter" on page595 then re-orders the Metadata documents by Rep ID, so
that all of the invoices for any particular sales representative are all together.
l "Lookup in Microsoft® Excel® Documents" on page522 then uses the Rep ID field to
retrieve each sales representative's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page593 acts like a splitter, where the separation
happens whenever the Rep ID changes. Since documents are sorted with that field, each
sequence can contain one or more document, but they will all be for the same Rep ID.
l "Create PDF" on page420 is then used to generate a single PDF for each sales
representative. Because Create PDF works in conjunction with Metadata and because it
can be used in pass-through mode, in this instance it will only take the relevant PDF
pages from the original data file in order to create a single PDF file. Other than the
extraction of these pages, the original concatenated data file is untouched.
l Finally, the output is done using a "Send to Folder" on page687 in this case. Obviously,
this should be a "Send Email" on page684 output, but since we don't want to spam
anyone, instead we place the PDF in a folder with the Rep ID's email as a folder name.
PlanetPress Capture Workflow
PlanetPress Capture, introduced in PlanetPress 7.2 and enhanced ever since, is a set of tools
that is used to simplify digital archiving processes by capturing information from a special pen
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