Create!form Reprint Manager Ch User Guide

Reprint Manager User GuideVersion 6.3Copyright Bottomline Technologies, Inc. 2008.All Rights ReservedPrinted in the United States of AmericaInformation in this document is subject to change without notice and does notrepresent a commitment on the part of Bottomline Technologies. BottomlineTechnologies makes no warranties with respect to this documentation anddisclaims any implied warranties of merchantability or fitness for particularpurpose.

Bottomline Technologies325 Corporate DrivePortsmouth, NH 03801Telephone: (603) 436-0700Fax: (603) 436-0300Email: btinfo@bottomline.comInternet: www.bottomline.comSWR-RMUG63-REF

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T A B L E O F C O N T E N T S

Chapter 1: Introducing Reprint Manager . . . . . . . . . . . . . . . . . . . . . . . 7

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8User Guide Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9About Create!form Server . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Working with Print Queues . . . . . . . . . . . . . . . . . . . . . . . . 13

About Print Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Holding Documents in the Print Queue . . . . . . . . . . . . . . . . 15Displaying and Editing Print Queue Properties . . . . . . . . . 16Pausing, Resuming and Canceling all Jobs . . . . . . . . . . . . . 17

Chapter 3: Using Reprint Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Select Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Search for Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21View a Merged Document . . . . . . . . . . . . . . . . . . . . . . . . . . . 22View a Document as an Un-merged Spool File . . . . . . . . . . 23Reprint Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Redirect Documents to Another Print Queue . . . . . . . . . . . 25Delete Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Pause and Resume Printing . . . . . . . . . . . . . . . . . . . . . . . . . 27

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C H A P T E R

INTRODUCING REPRINT MANAGER

This chapter provides an overview on using Reprint Manager.The following topics are covered:

• Overview• User Guide Conventions• About Create!form Server

Chapter 1:IntroducingReprintManager

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Overview

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OverviewReprint Manager is a component of the Create!form System and is installedwith the Create!form server merge engine. Reprint Manager enables you tomanage and reprocess documents sent to the Create!form print queue.The management tasks include:

• Search for Documents• View a Merged Document• View a Document as an Un-merged Spool File• Reprint Documents• Redirect Documents to Another Print Queue• Delete Documents• Pause and Resume Printing

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User Guide Conventions

User Guide ConventionsSection headings are listed at the front of each chapter to assist you in findingthe relevant information. In the electronic version of this document, clickingon these and other cross references will take you to the appropriate section.The following typographical conventions are used:

Table 1.1:

Convention Convention UsageBold Screen items, dialog options and buttons.cross reference Short-cut reference to a chapter or section within this document.

Click on the shortcut to go to the references.Italic References to other online manuals and technical notes.Item > Sub-Item Menu selection; i.e. select the menu Item and then select the

Sub-Item from the drop-down list, e.g. File > New.Numbering (1) Step-by-step procedures. To perform an action, follow these

instructions in the sequential order given.

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About Create!form Server

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About Create!form ServerCreate!form Server is part of a suite of products that allow users to prepare,format, produce, distribute and administer the transactional and documentoutput of your enterprise server.

Create!form Server WorkflowCreate!form Server can run on most Windows platforms, and operates inconjunction with the standard Windows print spooler. The output from yourenterprise server is spooled to specially configured print queues, whereinformation is added to the job, and may be split into several component jobfiles, before being routed to Create!form Server. This process of tagging androuting jobs is performed by either Create!send or Create!form Director; theproduct you use will depend on the level of functionality you require.Create!form Server monitors the jobs submitted by Create!send andCreate!form Director, intercepting any jobs that are intended to be mergedwith customized forms, known as Form or Transform projects. Form projectsare designed using another companion product, Create!form Designer.Transform projects are designed using another companion product,Create!form Transform. As jobs are submitted to different print queues,Create!form Server identifies which project it should be merged with andbuilds an output file that can then be printed, faxed, emailed or archived usingother Create!form companion products. The output file format is typicallyPostScript or PDF, depending on its intended destination, but other formatsare supported.

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About Create!form Server

Figure 1.1: The Create!form Server workflow

projects

spool files

PostS

cript,

PDF

PDF

PostScript, PDF

PostScript, PDF

design

archiveemail fax

enterprise server e-forms server production printing

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About Create!form Server

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C H A P T E R

WORKING WITH PRINT QUEUES

Create!form Server uses standard Windows print queues, which areconfigured specially to handling the merging of spool files with form designs. The following topics are covered:

• About Print Queues• Holding Documents in the Print Queue• Displaying and Editing Print Queue Properties• Pausing, Resuming and Canceling all Jobs

Chapter 2:Working withPrint Queues

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About Print Queues

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About Print QueuesCreate!form Server uses standard Windows print queues, which areconfigured specially to handling the merging of spool files with form designs. When a spool file is "printed" to a Create!form enabled print queue,Create!form Server intercepts the print job, merges the spool file with the formproject, and then sends the merged document to the output port.Output ports can be physical print devices, or one of the Create!form outputports for fax, email or archive. Reprint Manager is a special utility program for managing documents in theCreate!form print queues. Some of the functions provided by Reprint Managerare also available from the Windows printing utilities.

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Holding Documents in the Print Queue

Holding Documents in the Print QueueDocuments must be held in the print queue before they can be re-processedwith Reprint Manager.

To hold documents in the print queue

1 From the Create!form Server window, double-click the print queue icon to display the Queue Properties dialog.

2 From the Advanced pane, select the Keep printed documents checkbox.3 In the Days field, type the number of days documents will be held in the

print queue.4 Click OK.When jobs are sent to the print queue, they will be processed and printed byCreate!form Server, and then held in the queue with the status "printed" forthe specified number of days.

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Displaying and Editing Print Queue Properties

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Displaying and Editing Print Queue PropertiesThe Windows printer properties dialog can be accessed from ReprintManager, or from the Windows printer dialog.

To open the printer properties dialog from Reprint Manager

• From the Printer menu, select Properties.

To open the printer properties dialog from Windows

1 From the Start menu, select Settings and select Printers to display the Printers dialog.

2 Right-click the print queue and select Properties from the shortcut menu.From the printer properties dialog you can view and edit the printer name,sharing, availability, priority, security, device settings and other printerproperties.

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Pausing, Resuming and Canceling all Jobs

Pausing, Resuming and Canceling all JobsThe following printer menu commands apply to all jobs in the print queue.

To pause and resume printing

• From the Printer menu, select Pause Printing.

To cancel all jobs

• From the Printer menu, select Cancel All Documents.

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Pausing, Resuming and Canceling all Jobs

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C H A P T E R

USING REPRINT MANAGER

This chapter describes how to use Reprint Manager to manage documents inprint queues.The following topics are covered:

• Select Documents• Search for Documents• View a Merged Document• View a Document as an Un-merged Spool File• Reprint Documents• Redirect Documents to Another Print Queue• Delete Documents• Pause and Resume Printing

Chapter 3:UsingReprintManager

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Select Documents

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Select DocumentsTo apply an action on a document, you must first select it in the ReprintManager window.You can also select documents using search criteria (Refer to Search forDocuments for more information.).

To select a single document

• Select the document in the Reprint Manager window.The selected document will be highlighted.

To select multiple documents

1 Select the first document.2 To select a group of documents, hold the SHIFT key and click the last

document in the group.3 To select individual documents, hold the CTRL key and click each

document. The selected documents will be highlighted.

To select all documents

• From the Document menu, select Select All. All documents in the print queue will be highlighted.

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Search for Documents

Search for DocumentsYou can locate and select documents by searching the attributes of thedocuments in the print queue.

To search for documents

1 Click the search button. The Search dialog will be displayed.2 Select one or more search criteria:

• To search by age, select the Printed in the last...days checkbox and type the age of the documents you want to search for.

• To search by name, select the Document name contains checkbox and type in the character string you want to search for.

• To search by content, select the Document content contains checkbox and type in the character string you want to search for.

3 Click OK.The documents that satisfy the search criteria will be selected.

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View a Merged Document

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View a Merged DocumentYou can view the merged document with Adobe Reader. Only documentsgenerated by Create!form Designer and Create!form Transform projects canbe previewed.

To view a merged document

1 Select the document you want to view.2 Click the Preview button. The merged document will be displayed in Adobe reader.

NoteIn Create!form Server version 6, when previewing merged documents from Reprint Manager, you can only print from Adobe Reader if you have a valid Create!pdf server license.

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View a Document as an Un-merged Spool File

View a Document as an Un-merged Spool FileYou can view the raw spool file, before it is merged in any text editor.

To view an un-merged spool file

1 Double-click the document you want to view. The Document Properties dialog will be displayed.

2 Click the View spool file button. When viewing a spool file for the first time, if you have not previously associated the spool file type with Notepad, the Open With dialog will be displayed so that you can select Notepad, or another text editor you want to view the file with.

3 The file will be displayed in Notepad.4 When you have finished viewing the document, close Notepad and click

OK to close the Document Properties dialog.

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Reprint Documents

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Reprint DocumentsYou can reprint any document held in the print queue.

To reprint a single document

1 Select the document you want to reprint.2 Click the Reprint button. The Reprint dialog will be displayed.3 Select the pages you want to print.4 Click OK.Printing of the selected document will be restarted.

To reprint multiple documents

1 Select the document you want to reprint.2 Click the Reprint button. Printing of the selected documents will be restarted.

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Redirect Documents to Another Print Queue

Redirect Documents to Another Print QueueYou can redirect a document held on the print queue to another print queue.

To redirect a document to another print queue

1 Select the documents that you want to redirect to another printer.2 Click the Redirect button. The Select Printer dialog will be displayed.3 From the Name field, select the printer you want to send the documents to,

or click Browse to locate the printer.4 Click OK.The documents will be sent to the select printer and removed from the currentprinter job list.

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Delete Documents

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Delete DocumentsTo delete documents

1 Select the documents you want to delete from the print queue.2 Click the cancel button.Printing of the selected documents will be cancelled and deleted from the printqueue.

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Pause and Resume Printing

Pause and Resume PrintingTo pause printing

1 Select the documents you want to pause.2 Click the Pause button.Printing of the selected documents will be paused.

To resume printing

1 Select the paused documents you want to resume.2 Click the Resume button.Printing of the selected documents will be resumed.

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I N D E X

CCreate!form Server

about 10workflow 10

PPrint Queues

about 14displaying and editing properties 16holding documents in 15pausing, resuming and canceling all Jobs 17

RReprint Manager

delete documents 26introducing 7overview 8pause and resume printing 27redirect documents to another print queue 25reprint documents 24Search for Documents 21user guide conventions 9using 19view a document as an un-merged spool file 23view a merged document 22

Reprint Mangerselect documents 20

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