Markup Files for PDFing

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. Each "tab" on the top of the form allows you to select a particular page of this form. Each of the destination, convert, paper, message, security, burst, mail-list, text, graphics, attach, fonts, and bookmarks pages contain a set of related configuration options. This document describes only the most important options on each page. Please refer to the program help-files for detailed information.

The destination page is (almost) identical to the equivalent page of the configuration form, except for the following edit-control:

Clone tags: Specify that the spooled-file will be "cloned", that is one or more new jobs will be created with a copy of the current spooled-file. One new job will be "cloned" for each non-blank line of text in this memo control. Each line of text should contain the tags that control how the new job is to be processed by PDFing. For instance the line:

EMA=dfowle@pdfing.com EDN=newname

will cause a new job to be cloned with the specified e-mail address and docuument name. A leading asterisk "*" character instructs PDFing to re-use the current markup for this cloned job. By default a cloned job is created without a specified markup. If the leading characters in any line of text are not "tagged" they are assumed to be the name of a markup.

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 (almost) identical to the equivalent page of the configuration form. The following controls have an additional function in a markup.

Send via server ?: Select *ANY to specify that any SMTP servers can send an email, select 1 to specify that the server specified on the [System] page must be used to send email, select 2 to specify that the server specified on the [SMTP2] page must be used to send email.

From: Specify an email address here which will override the email address specified on the [System] or [SMTP2] pages.

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 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.
Email per: When a spooled-file is "burst" (for instance by invoice number) into a series of invoices, the same (customer) address code may apply to more than one of the resulting invoices. You may select *DOC to send each invoices as an attachment in its own separate email, or *CODE to send one email only, with several invoices attached.
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. Select PRINT to specify that the document is to be printed but not emailed.
When no address print: Specify that PDFing should print n copies of the PDF when no address is found for a code.
When no burst text: If the text string selected by the burst specifications is all blank, then you may select NOSKIP to make this page the first of a new document, or SKIP to include this page in the current document.
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 destination addresses. Click on the grid to add new rows.

List: The text shows the name of the mail-list you are editing. Click on the down arrow to select a mail-list from a list.
Edit printer: Click on this button to show the edit-printer sub-form. This sub-form and the other printing controls are further described in our printer documentation. This allows you to create and edit printer addresses.
Code: You may enter a code with each 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 address in the cells below this column-heading. If there is more than one address per code you neeed to add a new row (with the same code) for each different address.
Code length: Specify the maximum number of characters in the text string (extracted from the spooled-file text) used to lookup the corresponding addresses.
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.
Save: Use this button to save changed codes and addresses to disk.

Use the numbered tabs at the top of this page to specify the position of up to twenty-four 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 - &24. 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 review the output ASCII text file in notepad or another text editor.

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.
On all pages: Specify YES when you want to replace the text-string on all pages of the file.
Special characters: Specify that the replacement text contains special characters.
Condition set by: Specify the condition number to be set on when the text specified in the next edit-control matches the selected text string. The numbered sub-pages of the [Graphics], [Attach] and [Fonts] pages also have a new control labelled "When condition?", this control allows you specify the condition-number that must be set, before the actions (as specified on this numbered sub-page) are actually applied to a particular page.
Wild cards: Specify that text in the edit-control can use wild-card characters ? and * when matching the selected text string.
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.
When no address: Specify the action that PDFing should perform when no address is found for a code. 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. Select PRINT to specify that the document is to be printed but not emailed.
When no address print: Specify that PDFing should print n copies of the PDF when no address is found for a code.

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 of up to 24 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.

Required

Tick this box to specify that the specified file must exist. If un-ticked and the file specified does not exist, then PDFing will ignore the error.

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

Specify when a graphic image should be applied to a page.

On First - check this button if this image should appear only on the first page of the output PDF.
On All - check this button if this image should appear on every page
On Last - check this button if this image should appear only on the last page
On Not-Last - check this button if this image should appear on every page except the last page
On Not-First - check this button if this image should appear on every page except the first page
On Page - check this button if this image should appear on page n of a cycle of n pages.
On Inserted - check this button if this image should appear on a new page inserted automatically after every existing page.

Redraw

Click on this button for visual confirmation of the position and size of this image on each PDF page.

When condition

Specfiy the condition number of the page where the image is applied to the page, the default 0 specifies any condition number. Use the [Text] page to set condition-numbers.

On copy number

Specify the copy number of the page where the image is applied to the page, the default 0 specifies every copy number. Use the [Convert] page to create copies of pages in the spooled-file.

Use the attach page to specify files to be attached to emails, as well as the output PDF. If you specify a PDF file, you have the aditional options of "appending" a PDF to the output PDF, or "overlaying" a PDF onto selected pages of the output PDF. Use the numbered tabs at the top of this page to specify the file-names and dispositions of up to 24 files. Overlaying a PDF file is specified like the way placing an image is specified on the [Graphics] page.

File name

Specify a file to attach. If the selected file is a PDF, then you can also append or merge this file with the output PDF.

Required

Tick this box to specify that the specified file must exist. If un-ticked and the file specified does not exist, then PDFing will ignore the error.

Attach method

Specify how the file is to be processed.

Basic - check this button to attach this file to email.
Copy - check this button to make a copy of this file and attach the copy of the file to email.
Move - check this button to move this file and attach this file to email
Append pdf - check this button to append this PDF file after the last page of the output PDF.
Merge-pdf - check this button to merge this PDF file with the output PDF.

Merge PDF

If the Merge-pdf button is checked, you must specify when PDF page(s) are merged with pages in the output PDF.

On First - check this button if the first page of the specified PDF will only be merged with the first page of the output PDF.
On All - check this button if the first page of the specified PDF will be merged with every page.
On Last - check this button if the first page of the specified PDF will only be merged with the last page.
On Not-Last - check this button if the first page of the specified PDF will be merged with every page except the last page.
On Not-First - check this button if the first page of the specified PDF will be merged with every page except the first page.
On Cycle - check this button if all the pages of the specified PDF will be merged, in turn, with the corresponding page of the output PDF.
On Inserted - check this button if the first page of the specified PDF will be inserted automatically after every existing page.

When condition

Specfiy the condition number of the page where the specified PDF page is applied, the default 0 specifies any condition number. Use the [Text] page to set condition-numbers.

On copy number

Specify the copy number of the page where the specified PDF page is applied, the default 0 specifies every copy number. Use the [Convert] page to create copies of pages in the spooled-file.

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 controls on this page apply only to "un-transformed" *SCS spooled-files

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.

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.

On pages

Specify on which pages the font is to be applied.

First - select if the font is to be applied only on the first page of the PDF.
All - select if the font is to be applied on every page.
Last - select if the font is to be applied only on the last page.
Not-Last - select if the font is to be applied on every page except the last page.
Not-First - select if the font is to be applied on every page except the first page.

On copy number

Specify the copy number of the page where the specified font is applied, the default 0 specifies every copy number. Use the [Convert] page to create copies of pages in the spooled-file.

When condition

Specify the condition number of the page where the specified font is applied, the default 0 specifies any condition number. Use the [Text] page to set condition-numbers.

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.

B

Specify the weight of the "built-in" font.

I

Specify the italic style of the "built-in" font.

Rotate

Specify the rotation (in degrees) of text rendered in this font. The default value of 0 specifies no rotation.

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.

Leading

Specify the distance (in points) between each line of text rendered in this font.

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.

Bar

Specify that the selected font is a barcode font and that a check-sum be calculated for the text that is to be renderet and that stary/stop charactersare added when required. The options are:

128 - code 128.
128b - code128 subcode-b.
39 - code39.
39cs - code39 with checksum.

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 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.