8.4

l The "Metadata Level Creation" on page 401 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 393 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 identical to ones that would have been added in PlanetPress
Connect, and are used for the following metadata tasks.
l The "Metadata Filter" on page 399 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 406 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 337 then uses the Rep IDfield to retrieve each
sales rep's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page 405 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 222 is then used to generate a single PDFfor each sales rep. 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 466 in this case. Obviously, this should be
a "Send Email" on page 462 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.
Capture OnTheGo Workflow
Capture OnTheGo is a web-based form system that can be sent to a mobile device such as a phone or
tablet, utilizing the device's native features (such as the camera, GPS, touch-screen, etc) to provide
enhanced forms.
Note
For more information, take a look at the Capture OnTheGo Website, which also contains the
documentation. For support please see the Capture OnTheGo Q&AForums.