Create a new automation template

You can add most settings available in PRISMAprepare to an automation template. For example, you can add the operations to clean-up scanned pages to the template. All settings of the [Production] workspace are added to the automation templates automatically.

However, almost all VDP settings are disabled. You can select the allowed settings via the menu, the [Structure] view and the [Preview] view. The settings that you select when recording an automation template are actually applied to the document. The only setting that is not applied is the print command.

1. Click [Document] - [Create automation template]. Or:

   Click [Tools] - [Automation templates] - [Automation template catalog]. Click [New].

2. Click [Create].

   Start creating the automation template:

   You can add most settings available in PRISMAprepare to an automation template. For example, you can add the operations to clean-up scanned pages to the template. All settings of the [Production] workspace are added to the automation templates automatically.

   However, almost all VDP settings are disabled. Still, you can add VDP settings to an automation template. Do:

   1. Before you create a new automation template, go to the VDP workspace.

   2. Open a document and apply all VDP settings that you want to use in the automation template.

   3. Click [Export VDP] and save the VDP settings to disk as an XML file.

   4. Now, start creating the new automation template.

   5. Go to the VDP workspace and click [Import VDP].

   6. Browse to the location of the file containing the VDP settings and click [Open].

      All imported VDP settings are added to the automation template.

      NOTE

      The data source and images must remain in the same location as they were when you exported the VDP settings. If their location changes, the links to these variables become invalid in the XML file.

   The feedback area displays the selected settings and the executed actions.

   • Click button [Undo] to remove selections or actions from the template.

3. Click [Stop] to finalize the automation template.

4. Click [Yes] to save the template.

5. Type a name and a description for the automation template.

   • Enable the [Add to pick list] option to add the template to the [Pick list]. The [Pick list] is a subset of the [Automation template catalog]. You can apply a template to a document without having to open the [Automation template catalog].

6. Click [OK].

   The template is saved and added to the template catalog.