8.6

Comments Tab
The Comments tab is common to all tasks. It contains a single text area (Task comments)that
lets you write comments about the task. These comments are saved when the dialog is closed
with the OKbutton, and are displayed in the Task Comments Pane.
Use Cases
Use Case 1: Send Personalized Emails with Promotional Document Attached
A PlanetPress Design document takes as input 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 Microsoft® Excel®
Documents action task will replace the value of this metadata field with the corresponding
customer email.
Use Case 2: Translate a list of line items descriptions into a given language
A PlanetPress Design documenttakes as input a transactional PDF file, and reproduces it
exactly as it enters. Metadata fields called ItemDesc are created, one for each line item
description, at the datapage level. Each ItemDesc metadata field is given the value of a line
item description as found on a region of the current data page. The line item descriptions
appearing on the resulting page produced by the design tool are custom data selections whose
valuecome fromthe correspondingItemDescmetadata fields. The Lookup in Microsoft®
Excel® Documents action task updates the value of all 'ItemDesc' metadata fields with their
corresponding foreign language descriptions.
Microsoft® Word® Documents To PDF Conversion
The Microsoft® Word® to PDFaction task can be used to convert a Word® document into a
PDFfile that can be used in your PlanetPress Workflow process. It can also do a Mail Merge as
it runs the task.
Note
Microsoft® Word® needs to be installed for this task to be functional and to test the
connection.
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