8.4

Use Data and Metadata Files Attached to Documents
Note
This feature was introduced in PlanetPress Workflow 7.3.
Data Files
When sending a PlanetPress Connect Document from PlanetPress Connect to PlanetPress Workflow, all
data files used in the document are automatically sent to PlanetPress Workflow along with the Connect
Document. These data files appear under the Connect Document in the Documents section of the
Configuration Components.
To set an attached data file as a sample data file in a process:
1.
Make sure the Documents section is visible by clicking the button if it appears.
2. Expand the document (name.ptk) by clicking the button.
3. Right-click on the data file, then click Set as sample data file.
To view an attached data file:
1.
Make sure the Documents section is visible by clicking the button if it appears.
2. Expand the document (name.ptk) by clicking the button.
3. Double-click on the data file to open the data selector.
Note
Double-clicking on the data file does the same thing as right-clicking on it an then selecting Set as
sample data file. Clicking Cancel instead of OK after viewing will prevent this action from being
taken.
To save an attached data file to disk:
1.
Make sure the Documents section is visible by clicking the button if it appears.
2. Expand the document (name.ptk) by clicking the button.