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To use the “Use PlanetPress PDF/A archives” option, make sure to:
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Check the field as Multiple, select CHAR type and enter the width fields in Laserfiche
administration console as long as your PlanetPress fields.
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Insert a folder path to your PDI source files in the PlanetPress Image archive folder.
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If a field is checked as Required in Laserfiche administration console, fill the field value.
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If you want to assign an Informational Tag, do not check the Security tag option in the Laserfiche
administration console.
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If the output repository folder does not have access rights to read and create documents, the task
will not be able to export documents to the selected Laserfiche folder.
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If you intend to use PDI for number type, your decimal separator in both your Regional and Lan-
guage Options and in PlanetPress Index (PDI) numbers should be a dot (".").
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The Laserfiche output task will only work if an activated PlanetPress Image is found, either loc-
ally or on the network.
Lookup in Microsoft® Excel® Documents
The Lookup in Microsoft® Excel® Documents action task is used to complement your job file's
Metadata by retrieving data from a Microsoft® Excel® spreadsheet on your system. The data retrieved
is based on existing data in your Metadata, and it will either be added to your Metadata or will append
or replace your existing Metadata if it exists.
Fields on any level (Page, Datapage, Document, Group, Job) can be used, and the result field will be
added on the same level as the lookup field.
Note: This task will automatically "loop" through the Metadata and repeat its action for each of
your Metadata's data pages. This task should not be placed after a Metadata Sequencer task,
otherwise it will run as many times as there are Metadata sequences, which will result in
decreased performance.
Use cases
Here are some examples of how the Lookup in Microsoft® Excel® Documents task could be used in
combination with PlanetPress Design documents.
Use case 1: Send personalized emails with promotional document attached
A PlanetPress Design document takes a PDF file as the input data file, and reproduces it exactly as it
enters. The document also contains a custom data selection set to hold an email address. The data
selection's value is given by a Metadata Field called 'Email'. The value of this Email Metadata field is a
region from the sample data file representing the customer number. At production time, the Lookup in
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