User guide

Appendix A, Using the Flex Processor Rules Manager
A-12 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Use current rule (Note: When Edit Rule is clicked, it opens the
Rule Template Wizard for further edits. See the section Using the
Flex Processor Rules Manager Wizard on page A-47 for information
on the options.) If this option is selected, the next screen presents
four “category” options. See the section Category Options on page
A-12 for more information.
OR
Create a new rule and set that rule as the current rule. If
you select this option, the New Rule Template Wizard opens
where you can select the general criteria, the date range filtering,
the search terms, the advanced criteria, and assign a rule title and
action.
• Import rules from a file: Import rules from a file, replacing the rules
in my current job/project. Rules that were exported from another project
are saved to a rules file with an .XML extension. Click to display the
Select File to Import dialog. Navigate to the rules file (.XML) and click
Open.
Category Options
Categories (new for 3.1) were added for assigning a category title to a rule.
The category is applied only to the effective rule. Duplicate categories cannot
be created. Four category options are available: