Creating the Process Format Name - PDF Input Filter - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

PDF Input Filter

Platform
OnBase
Product
PDF Input Filter
Release
Foundation 23.1
License
Standard
Essential
Premier
  1. In the Client module, select Processing | COLD Configuration | Visual PDF.
    Note:

    In order for the COLD Configuration menu option to be visible, the user must be a member of a User Group that has the Process Configuration Configuration Right. For more information, see the System Administration documentation.

    The Visual PDF Configuration window is displayed. This window displays the PDF file as it appears when printed. Viewing the file in this way allows for easy identification of ID Strings, Keyword Types, etc. during configuration.
    This window is divided into three sections. The upper-left section contains a tree-like structure with branches that display the configuration information for the PDF Input Process Formats. Each node on the tree, representing parameters of the PDF Input Process Format, expands and collapses. The lower-left section is used to display the results of any test runs of the PDF Input Process Formats. The viewer gives the visual representation of every page from the selected PDF file. All three windows comprise the Visual PDF Configuration window.
  2. Right-click in the upper left section of the Visual PDF Configuration window and select Add New COLD Process. A new main branch is automatically added to the window.
  3. Type the desired name for the new Process Format.