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Apply an automation template

You can automate a repetitive task so that you can do the task again with a single click. For example, you want to apply the same layout to certain documents. You can create an automation template for each repetitive task. They will prepare a job using PRISMAprepare in the background. The benefits of the automation templates are:

  • Saving time and minimizing errors as the layout is standardized and preparation is done in the background.

  • Consistent layout in a multiple operator environment.

The system administrator defines if the automation templates are available to you. If the system administrator allows the use of automation templates, they become available in the [Order processing] console and in the [Product & order editor] workspace.

  • [Order processing] console

    You can apply automation templates manually to jobs.

  • [Product & order editor] workspace

    The system administrator can assign one or more templates to a product. Each job is created using a product. The automation templates assigned to the product will be applied automatically when the job arrives on the server.

Apply an automation template

  1. Select an order.

  2. Click button [Apply automation templates].

    The list with available templates appears.

  3. You can:

    • Click the automation template that you want to apply to the order.

      You can apply one template at a time. After the template is applied, you can apply another template.

    • Select option [Multiple automation templates].

      Select which templates you want to apply. Put the templates in the correct order. Click [OK].

    The templates are applied to all jobs of the order. The jobs receive the layout as defined by the templates.