Create, Configure, and Use: Stamp and Batch Templates

Transcription

1 Create, Configure, and Use: Stamp and Batch Templates Wally Taylor Senior Consultant Avolve University

2 Overview Save time, wear, and tear with ProjectDox stamp and batch-stamp features Review of tools and options: Image stamps Dynamic stamps Stamp templates Batch stamping and publishing Audience: Users tasked with creation and usage of stamps 2

3 History Trivia: the study of seals is known as sigillography or sphragistics. A few historical samples: Indus Valley Seals 3

4 History Next slide shows early example of losing a stamp or seal. Guess the date? 4

5 History 1261 A.D. Charter of privileges for the town of Wrocław (Silesia), granted by Duke Henry III, 16 December 1261, and which originally bore five pendent seals (one now lost) 5

6 History An applied seal on a letter from Loudoun Castle, Galston, Scotland. (19 th Century) 6

7 21 st Century - ProjectDox Stamp and Batch Stamp Features Raster or Image stamps Stamp templates Dynamic stamps: Tokens Batch stamps Batch stamp templates Batch stamping and publishing 7

8 Raster Stamps (Image files) Image files are saved as.jpg or.png Typically used by reviewers Typically saved locally on PC or on network Can be saved in Server location for incorporation in batch stamping Can be burned in (made a permanent part of the file) once burned in, cannot be removed 8

9 Apply an Image Stamp Who: any user with Create Markup permissions can apply Image stamps Placed manually on a single page Open desired file in ProjectDox Viewer Create new Markup layer, or open existing one in edit mode Select Image tool, the desired image, and click or click and drag to place Demo 9

10 Dynamic Stamps Who: Stamp permission required Dynamic Stamps are created in the Viewer Open a file in the Viewer, click on the markup tool, and select Stamp Template -> New 10

11 Dynamic Stamps (cont d) Using the Markup tool, click on the drawing and add tokens Optional: add desired text or images, choose Stamp Template -> Save, and enter a name for your new Dynamic Stamp. 11

12 Dynamic Stamp Tokens Tokens are dynamically replaced by their actual value by the system, or in special cases, by user input, as seen in the following example -- 12

13 Dynamic Stamps Before 13

14 Dynamic Stamps After 14

15 Dynamic Stamps Tokens Many tokens are available, under following categories: Project, File, Folder, File Metadata, File Owner, User, and User Metadata For a complete list of available tokens, and instructions, see ProjectDox Help under the topic Batch file stamping. 15

16 Stamp Templates Who: Stamp permission is required for Stamp template related activity A Stamp Template is a group of one or more markup entities, defined by an author as a "stamp". The template can contain any available markup entities, including: Images Static text Dynamic text (tokens) Clicking the file Stamp tool in the Markup toolbar brings up the same list as clicking Markup Stamp Templates Open 16

17 Stamp Templates - Creation Templates are created in the viewer and saved to the Stamp Templates table in the ProjectDox database. Use registration marks to help position stamps (offset) To create new Stamp Templates, click Markup Icon Stamp Template New. Stamp Templates can be used as Markups by users with the Stamp Permission. Demo 17

18 Summary of Tips for Creating Stamps Scan existing rubber stamps to ProjectDox - use as template/guide to creating electronic stamps. Create separate images for different sheet sizes: 8 1/2 X 11, 24 X 36, etc. Use tokens to display project or user data on the stamp. Stamp Background Transparent recommended: Shapes Select Hollow Text Box Select transparent background Use registration marks to create an off-set to position stamp 18

19 Templates stamp vs. batch stamp Think Mona Lisa Stamp template is the painting content, color, size Batch stamp template is the case and presentation

20 Batch Stamping Who: Stamp permissions are required to perform actions related to Batch Stamps. Upload permission on the target folder is required to perform Batch Stamping or Batch Publishing 20

21 Batch Stamping One or more files from a single or multiple folders, in a single or multiple projects are copied and processed: Converted from native format to PDF, DWF or TIFF A stamp may be applied. The resulting files are uploaded into target folder. Files must be added using the dialog while in their folder: navigate to each project and folder where files are to be included and click the batch stamp icon to run the dialog 21

22 Batch Stamping The extra stamp icon shown above indicates that files have already been selected for batch stamping. You can click on either stamp icon to display the dialog, which will show the list of selected files. 22

23 Batch Stamp Dialog 23

24 Batch Stamping Avolve Software strongly recommends Batch Stamping to PDF. Advantages file size, file can be opened without original application Advantages of PDF or DWF retains data (layer info, text searchability) 24

25 Batch Stamping Demo: Creating and using a batch stamp template Optional: Positioning the stamp using registration offsets 25

26 Additional Information In ProjectDox online help: Home > Systems Administrator's Reference Guide > System Administrator Setup Screens > Templates > Batch File Stamp Template

27 Additional tip IE separate sessions Running isolated sessions of Internet Explorer. For example you want to run one session logged into ProjectDox as a System Admin, and another session as with a non-admin account. The applicable flag is: -noframemerging See the following link for more i\information.

28 Q & A 28