You may define a set of parameter values that override the default
configuration by creating a markup file. These
parameter values are applied when a markup file is
automatically selected
or the name of a markup file is specified by the
EDM tag.
Click on the main [File|Markup] menu-option to open the
markup form for PDFing. Once the "open file dialog" appears,
you may select an existing file, or enter the name (without the extension)
of a new file. The markup form will then be displayed.
The destination page is (almost) identical to the
equivalent page of the configuration form,
except for the following edit-control:
- Return Address
- Enter a single email address here, if you want to override
the "return address".
If you do not want to override any particular parameter value you should
set it to blank (if text), 0
(if a number) or * (if a selection).
The convert page is identical to the
equivalent page of the configuration form.
If you do not want to override any particular parameter value you should
set it to blank (if text), 0
(if a number) or * (if a selection).
The paper page is (almost) identical to the
equivalent page of the configuration form.
However, only one set of page dimensions may be specified.
If you do not want to override any particular parameter value you should
set it to 0
(if a number) or * (if a selection).
The message page is identical to the
equivalent page of the configuration form.
If you do not want to override any particular parameter value you should
set it to blank (if text), 0
(if a number) or * (if a selection).
The encryption/protection controls on the security page are identical to the
equivalent page of the configuration form.
If you do not want to override any particular parameter value you should
set it to
blank (if text) or
* (if a selection).
The digital-signature controls allow you to select a signing-certificate
(by number) and specify the visibility and position of the signature
"widget". Please refer to our
digital-signature document
for more details.
Use the fonts page to specify the font size and type for selected areas of text.
Use the numbered tabs at the top of this page to specify the up to twenty
selected areas of text.
The default unit-of-measure is
points (one 72nd of an inch)
but you may select a different unit-of-measure on the
Paper page
of the configuration or markup form.
The controls on this page apply only to "un-transformed" *SCS spooled-files
- Enter constant ?
- Check this box when you want to specify constant text which will be added to
each page of the PDF. When the box is checked, an edit-control is shown
and you may enter multiples lines of constant text into this control.
When the box is unchecked, an "example" input page is shown, with a rectangular
box around the selected text area.
- Row
- Specify the start row for text selection.
- Height
- Specify the height (in rows) of the selected text.
- Column
- Specify the start column for text selection.
- Width
- Specify the width (in columns) of the selected text.
- Lines per inch
- Adjusts the dimensions of the "example" page to reflect the spooled-file to be processed.
- Characters per inch
- Adjusts the dimensions of the "example" page to reflect the spooled-file to be processed.
- Portrait
- Adjusts the orientation of the "example" page to reflect the spooled-file to be processed.
- Auto Position
-
Check this box if you want PDFing to output selected text at the original position
on the page. Leave this box unchecked if you want to specify a different output position.
The selected output position position is indicated by a rectangle on the output "example page".
- Top
- Specify the topmost position (in current units-of-measure) where the selected text is output.
- Left
- Specify the leftmost position (in current units-of-measure) where the selected text is output.
- Font
- Select the name of the font to be used for the selected text. The font may be one of the
fonts "built-in" to PDF files or truetype. If truetype is selected a font
dialog-box is displayed which allows you to specify the font-name, style and size.
- Bold ?
- Specify the weight of the "built-in" font.
- Italic ?
- Specify the style of the "built-in" font.
- Font-colour
- Click on this box to select the colour of the font to be used for the selected text.
- Font-size
- Specify the size of the "built-in" font, in points. As the size is adjusted you
will see that the size of the rectangle on the output "example page" is adjusted accordingly. A zero font size will cause the selected text to be removed from the output PDF.
- Truetype
- Shows the name of the selected truetypefont.
- Embed
- Check this box, if you want the selected truetype font to be "embedded" in the PDF.
Embedding a font increases the size of the PDF file, but ensures it can be read by
those who do not have the selected font installed on their system.
- Draw
- Select lines to be drawn around the selected text. The selected line-drawing will
be automatically sized to fit around the selected text.
- Fill
- Click on this box to select the colour that will fill the rectangular area within
the line-drawing.
- ScaleX
- Enter a value greater or less than one in order to increase or decrease
the width of the line-drawing. The left origin of the shape will be automatically adjusted,
so that the line-drawing continues to be centered around (or inside) the selected text.
- ScaleY
- Enter a value greater or less than one in order to increase or decrease the height of
the line-drawing. The top origin of the shape will be automatically adjusted,
so that the line-drawing continues to be centered around (or inside) the selected text.
- Line-size
- Specify the size (in points) of the lines outlining the drawing.
- Line-colour
- Click on this box to select the colour of the lines outlining the drawing.
Use the graphics page to specify any graphic images that will be placed on each page of
a PDF document. Use the numbered tabs at the top of this page to specify the image file
and image position for up to twenty graphic images.
The default unit-of-measure is
points (one 72nd of an inch)
but you may select a different unit-of-measure on the
Paper page
of the configuration or markup form.
- Image File
-
Use this control to select an image file. The (JPEG) image file must be present
in the \Markup sub-directory before it can be selected. Once you have
selected an image, you will see the "thumb-nail" below this control and
the other controls (listed below) will appear on this page. The outline-rectangle
indicates where the image will appear on the page.
- Example Page
-
On the right-hand side of this page you will see a white rectangle,
this is the "example-page". You may double-click in this
page to position the top-left corner of the selected image, or enter
the position using the following top and top controls.
- Actual File
-
You may enter the file-name of an image that will actually be placed on the page.
This file-name may include special-characters
, so that images may be dynamically selected at run-time, based on the current value
of these special characters. The actual image-file should have the same dimensions
as the one selected in the Image File control, otherwise results are unpredictable.
- Top
-
Enter the top position on the PDF page where the top-left corner
of this image should be placed. You will see the out-line rectangle
on the example-page move, showing the new image position.
- Left
-
Enter the left position on the PDF page where the top-left corner
of this image should be placed. You will see the out-line rectangle
on the example-page move, showing the new image position.
- Scale
-
Enter a scaling factor to adjust the size of this image on the PDF page.
You will see the out-line rectangle on the example-page enlarge or
shrink, to reflect the new image size.
- Redraw
-
Click on this button for visual confirmation of the position and size
of this image on each PDF page.
- Apply Graphic on Header?
- Check this "radio button" if this image should appear only
on the first page of the document.
- Apply Graphic on Body ?
- Check this "radio button" if this image should appear on
every page of the document.
- Apply Graphic on Footer?
- Check this "radio button" if this image should appear only
on the last page of the document.
- Apply Graphic on Continued From?
- Check this "radio button" if this image should appear on
on every page except the last page of the document.
- Apply Graphic on Continued To?
- Check this "radio button" if this image should appear on
on every page except the first page of the document.
Use the numbered tabs at the top of this page to specify the position of up to twenty
text-strings. For every position specified, text will be extracted from the the first
page of the spooled-file. The extracted text-string will replace the corresponding
special-characters &1 - &20.
If a text-string is specified on tab number one, then this string may also
be used to look-up the corresponding e-mail addresses in the specified mail-list.
In order to check the positions of text on a page, you should first run an example of
a spooled-file through PDFing, with the
Convert to Ascii
control set to
YES. Then examine the output ASCII file.
- Text From Row:
-
Specify the row of the spooled-file text from which a text string is to be extracted.
- Text From Column:
-
Specify the column of the spooled-file text from which a text string is to be extracted.
- Text Length:
-
Specify the length of the text string to be extracted. If this value is zero,
then no text-string will be extracted.
- Replace ?
-
Select YES if you want to replace the selected text-string
with another text-string.
- With Text:
-
Enter the replacement text-string here.
If this replacement text-string is longer than Text Length,
all excess characters to the right will be discarded.
- Address-Code ?
-
Select YES if you want to use the extracted text-string to
look up addresses in the mail-list specified by the following control.
Only appears on the first tab.
- Using Mail List
-
Specify the Mail-List used to look-up the email addresses corresponding
to each "address-code". Leave this control blank to use the Mail-List defined in
this markup file.
You must select the special value *NOBOOK when the codes are already
email addresses and do not require conversion.
- Action when no Address
-
Specify the action that PDFing should perform when no email address is found.
Select *USEDFT to specify that un-addressed documents are sent to
the default destination defined on the Destination page.
Select *HOLD to specify that un-addressed documents are
HELD and require manual addressing.
Use the burst page to 'burst' or split one spooled-file containing one or more distinct
documents (such as a run of invoices or purchase-orders) into as many PDF files as there
are documents. You can elect whether to create one file, of one or more documents,
for the same email-address or one file per document.
- Address Code at Row
-
Specify the row of the spooled-file text that contains the "address-code".
When a non-blank code is extracted it determines the boundary of a group of documents.
The code may be used to look-up corresponding email address(es) entered on the
Mail-List page or used directly as an email address.
The special characters
&C are replaced at run time by
this code.
- Column
-
Specify the column of the spooled-file text that contains the "address-code".
- Length
-
Specify the length of the "address-code". The length should be set
to zero, unless the code is text not delimited by blanks or
some other specific character, as specified below.
- Code begins after
-
If you need to extract the "address-code" as a sub-string of a longer-string
you may specify the character immediately preceding the code here.
- Code begins before
-
If you need to extract the "address-code" as a sub-string of a longer-string
you may specify the character immediately following the code here.
- Burst Text at Row
-
Specify the row of the spooled-file text that contains the "burst-text".
When non-blank text is extracted it determines the boundary of each document.
This is useful when the spooled-file contains more than one document for the same
recipient and you want to create one file per document rather than one file
per address.
The special characters
&B are replaced at run time by
this text.
- Column
-
Specify the column of the spooled-file text that contains the "burst-text".
- Length
-
Specify the length of the "burst-text". If the text contains included blanks,
the length must be set to a non-zero value.
- Using Mail List
-
Specify the Mail-List used to look-up the email addresses corresponding
to each "address-code". Leave this control blank to use the Mail-List defined in
this markup file.
You must select the special value *NOBOOK when the codes are already
email addresses and do not require conversion.
- Action when no Address
-
Specify the action that PDFing should perform when no email address is found.
Select *USEDFT to specify that un-addressed documents are sent to
the default destination defined on the Destination page.
Select *HOLD to specify that un-addressed documents are
HELD and require manual addressing.
- Advanced Options ?
-
Select YES to see the additional controls that allow
you to specify parameter values for more complex bursting tasks.
Use the mail-list page to select and maintain a list of e-mail addresses.
Click on the grid to add new rows.
- Code
-
You may enter a code with each email-address in order to use this list for
addressing burst documents, or other purposes. See the
Supported Destinations
section of our programming document for further details.
Specify a code or number in the cells below this column-heading. You should create one
or more rows for each value that may be used to "look-up" e-mail (or other)
addresses.
This column will not be visible until you specify a positive code-width below.
- Address
-
Enter a single email address in the cells below this column-heading. If there is
more than one email address per-code you neeed to add a new row (with the same
code) for each different address.
- Code-Width
-
Specify the maximum number of characters that wiil be extracted
from the spooled-file text.
- Number ?
-
Check this box, if the code is a number. Checking this option will also determine
the order in which the columns are sorted.
- Case Sensitive ?
-
Check this box if, when searching and sorting codes, you need to distinguish between
codes based on their case. This control is only enabled when entering non-numeric codes.
The default value for this control is set on the
[Advanced] page
of the configuration form.
- Sort
-
Use this button to sort the codes and addresses into alphabetic or numeric order.
Use the bookmarks page to specify where the text for each PDF bookmark is found
in the spooled-file. For each different text-string extracted from the spooled-file
page, PDFing will create a book-mark on the same page of the PDF.
- Bookmark Text at Row
-
Specify the row of the spooled-file text that contains the "bookmark-text".
When non-blank text is extracted from the row, it is used to create a PDF book-mark.
- Column
-
Specify the column of the spooled-file text that contains the "bookmark-text".
- Length
-
Specify the length of the "bookmark-text". If the text contains included blanks,
the length must be set to a non-zero value.
- Advanced Options ?
-
Select YES to see the additional controls that allow
you to specify parameter values for complex bookmarking tasks.
Markup Files for PDFing