2018.1

l The "Metadata Level Creation" on page428 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422 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 Design, and are used for the following metadata tasks.
l The "Metadata Filter" on page426 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431 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367 then uses the Rep ID field to
retrieve each sales rep's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page430 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269 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509 in this case. Obviously,
this should be a "Send Email" on page505 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
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