User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-90 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Creating Rules
As you create a Rule, it appears in the Rules list (top-half of the Flex Processor
Rules Manager interface). The Action, Rule Title, and Criteria display for each
Rule.
A Rule = Action + Selection Criteria
If you create a Rule with more than one criteria, the AND operator is used. For
example, produce all the Word documents between March 1, 2007 and March
3, 2008. The Criteria column will show:
1. Click New Rule in the Rule Bar.
2. Type a Rule Title that best describes the Rule.
3. Select an Action from the Action drop-down list.
For Image (applies to Processing Jobs only), enter Max Pages to set a
threshold for the total amount of pages to be produced for any one doc-
ument related to the rule. If the maximum page is reached for a docu-
ment, the Threshold Exceeded QC Flag will automatically be set to
quickly identify those documents affected during QC. This replaces the
Max Pages threshold formerly located in the Processing Job: General
Tab.
Create Placeholder: This option is enabled by default. It determines if
the slipsheet is printed when any Max Pages limit is exceeded. For exam-
ple, if the Max Pages value is set to 100, then Ipro eCapture will gener-
ate placeholders for all the documents that have more than 100 pages.
Text:
Note: During Export, pages with no text are handled the same as a reg-
ular Export Job. Placeholders may be created for these pages if desired.
As you mouse over various options, an icon appears with a ?. Click this
icon to display information about the specific option.