2020.1

Note
The Metadata option requires that entries in the metadata have matching field
names in the data model of the template. When they have, the values are passed to
the template and the personalization scripts of the template will have access to the
values through the record's data fields. (See the Designer help: Adding Variable
Data).
Content Creation tab
The Create Preview PDF plugin creates a preview PDF from a template selected on the
Content Creation tab, using the record that results from the data source selected on the
Datamapper tab. The record is then merged with the template to create a preview PDF.
Select the appropriate template or option:
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%o: Select to use a dynamic template name. Click on %o to change the expression that
determines the name of the template to use.
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A template name: Select the appropriate template name from the list. Adding templates
to this list is done from the Send to Workflow option in the Designer module.
A preview will be displayed of the output generated by the Print context of the selected
template. (Not available for a dynamic template name).
OL Connect Proxy Tab
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Server Connect Settings
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Connect Proxy Address: Enter the machine name or IP Address where the OL
Connect Server resides.
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Port: Enter the port to use to communicate with the OL Connect Server. Default:
9340.
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User name: Enter the user name expected by the OL Connect Server.
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Password: Enter the password expected by the OL Connect Server for the above
user name.
Miscellaneous Tab
The Miscellaneous tab is common to all tasks.
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