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 [Producción] 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 [Estructura] view and the [Vista preliminar] 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 [Documento] - [Crear plantilla de automatización]. Or:

   Click [Herramientas] - [Plantillas de automatización] - [Catálogo de plantillas de automatización]. Click [Nuevo].

2. Click [Crear].

   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 [Producción] 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 [Exportar 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 [Importar VDP].

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

      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 [Deshacer] to remove selections or actions from the template.

3. Click [Detener] to finalise the automation template.

4. Click [Sí] to save the template.

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

   • Enable option [Añadir a lista de selección] to add the template to the [Lista de selección]. The [Lista de selección] is a subset of the [Catálogo de plantillas de automatización]. You can apply a template to a document without having to open the [Catálogo de plantillas de automatización].

6. Click [Aceptar].

   The template is saved and added to the template catalogue.