2021.2

l The "Metadata Filter" on page567 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572 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499 then uses the Rep ID field to
retrieve each sales representative's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page571 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397 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679 in this case. Obviously,
this should be a "Send Email" on page676 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
which records everything it writes on paper, as long as this paper contains special Anoto
Patterns.
Warning
There are important considerations to keep in mind when dealing with PlanetPress
Capture. Please review them in "PlanetPress Capture Implementation Restrictions" on
page744.
In order to properly build a PlanetPress Capture workflow, it is very important to understand the
terminology, implications and limitations of the technology. This is the first part of this section:
l "PlanetPress Capture Glossary" on page730
l "General considerations" on page733
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