Therefore™ Help

 

Basic Configuration

 

Export To:

Export the document to the selected destination chosen from the drop-down list (FTP server or SFTP server) rather than the local file system. This FTP or SFTP server can be configured by clicking on the 'Configure' button.

 

Export to Folder:

Specify the folder with full path on the local or cloud file system where the exported files will be saved. Workflow and index data macros can also be used to create data-dependent folder structure. The export folder(s) will be created automatically by the export process.

 

Export files:

Select the checkbox to enable the document files to be exported. When it is not checked, then only the index data will be exported.

 

Export file as:

The document files can either be converted to another format or left as original. Available formats are: PDF, PDF/A-2b , Multi-Page TIFF.

 

 Merge into one file

 If a format other than Original is chosen, and this checkbox is selected, then all files within the Therefore™ document will be merged into a single file (PDF or multi page TIFF).

 

 Do not include annotations

 PDF annotations will not be exported with the document files when the option is activated.

 

Export file name pattern:

Enter the file name pattern for the exported document files (default setting is the original file name). Macros... button can be used to define data-dependent, descriptive or unique file names.

 

 

 

 

Configure (S)FTP Connection dialog (when clicking 'Export To'):

Export the configuration to the selected server type chosen from the drop-down list (FTP server or SFTP server) rather than the local file system. This FTP server or SFTP server can be configured by clicking on the highlighted Configure option.

Host:

The host name or IP address of the (S)FTP server.

 

Port:

The port number to be used.

 

Use secure connection

Check this box to use an explicit FTPS connection. Implicit FTPS, SFTP, and other secure protocols are not currently supported.

 

User:

The user name for connecting to the (S)FTP Server.

 

Password:

The password for the user name chosen above.

 

Test:

This will test the (S)FTP connection using the current credentials. A dialog will be shown if the connection is successful.

 

Export to Folder:

Specify a pathway on the local or cloud file system for the saved task configuration. Workflow and index data macros can also be used to create unique file names.

 

Export file as: The document can either be converted to another format or left as original. Available formats are: PDF, PDF/A-1b, Multi-Page TIFF.

 

Merge to one file

If a format other than Original is chosen, and this checkbox is selected, then all files within the Therefore™ document will be merged into a single file.

 

Do not include annotations

PDF annotations will not be exported with the file when the option is activated.

 

Export file name pattern:

Specify a naming convention used to export the document with a custom file name. Workflow and index data macros can also be used to create unique file names. Note that any invalid characters are automatically replaced with an underscore in the file name.

 

Export media data as:

Select from the list of export file options (including, XML, JSON and CSV).

 

 

Meta Data as XML

Export XML file name:

Specify the path and name for the XML file. Index Data Fields and Workflow macros, for example, [@InstanceNo] can be added via the Macros... button to create unique file names.

 

Index Data:

The index data that should be exported can be specified. By default all index data is exported, but deleting a tag will set it to <do not export>. The names of the XML tags can also be edited to suit.

 

 

 

Meta Data as JSON

Export JSON file name:

Specify the path and name for the JSON file. Index Data Fields and Workflow macros, for example, [@InstanceNo] can be added via the Macros... button to create unique file names.

 

Index Data:

The index data that should be exported can be specified. By default all index data is exported, but deleting a tag will set it to <do not export>. The names of the JSON tags can also be edited to suit.

 

 

 

Index Data as CSV

Export CSV file name:

Specify the path and name for the CSV file. Index Data Fields and Workflow macros, for example, [@InstanceNo] can be added via the Macros... button to create unique file names.

 

Delimiter:

Separates index fields using a chosen character as the delimiter (e.g. , . or ; etc).

 

Qualifier:

Defines each individual index field value between a selected set of characters (e.g. " or ' etc).

 

Write column headers

Include column headers in the exported CSV file.

 

Append to existing file

The new file will be added to the existing document.

 

Index data

The index data that should be exported can be specified. By default all index data is exported, but deleting a tag will set it to <do not export>. The names of the CSV tags can also be edited to suit.

 

 

 

Index Data as XML (template-based)

Export XML file name:

Specify the name for the XML file which will contain the exported index data. The Macros... button can be used to define data-dependent, descriptive or unique file name.

 

 

 Load Template XML...

 Load the XML-template into the Index Data assignment table.

 

 View Template XML...

 View and modify the XML-template in the Notepad application.

 

Script

A initialization script can be created, which will be executed before the execution of the field assignments. Also, variables and functions could be defined here that will be available for the assignment scripts.

 

Index Data:

Specify how the XML template will be filled with index data, that is, how the actual export-XML will be generated from the template. Scripts returning a certain value (typically: an index field value) can be created here and assigned to the “leaf” tags of the XML template. During export, these “leaf” tags will be filled with the assigned script result values.