User Guide OMS-200. version 1.1

Transcription

1 User Guide OMS-200 version 1.1

2 USER GUIDE Product version 1.1 Document version Release date: April 2015 NEOPOST Should you have any queries, suggestions or comments concerning these materials, please do not hesitate to contact us at This document contains information classified as Public. COPYRIGHT Information contained within this document may contain technical inaccuracies or typographical errors. Changes will be added periodically and modifications will be made thereto without prior notification. Neopost does not enter into any obligations or responsibilities regarding the content of this document and does not assume any legal liability neither expressed or implied for its accuracy, completeness and/or usefulness. Copying of the software or manual on to any data storage medium or in any other way, except for explicit company internal use, is strictly forbidden without the prior written authorization of Neopost. Failure to comply with these restrictions is liable to prosecution. TRADEMARKS Neopost and its logo are trademarks and service marks of Neopost S.A., 113 rue Jean Marin Naudin, Bagneux, France, # R.C.S. Nanterre Neopost. All rights ii

3 Table of Contents Table of Contents 1 What is OMS User Interface Login User Menu Main Menu Main Jobs Optical Mark Profiles Settings Processing Wizard Duplex Settings Print Frequently Used Features Main Menu Features Context Menu Deleting Table Sorting Processing Wizard Features Automatic Progress Saving Text Zones Condition Editor Document Preview INPUT Input Files Template Application Page Settings Remove Legacy Marks Split Merging OPTICAL MARK Optical Mark Profile Selection Optical Mark Settings Enclosures Inserter Control Integrity Functions Customer ID OUTPUT Sorting Batches Additional Sheets... iii

4 1 What is OMS What is OMS-200 Purpose OMS-200 (Output Management System-200) is an easy to install, easy to use application that adds optical marks to documents to control an inserter that puts them into envelopes. Several custom created conditions are added into the optical mark to control the method of processing which ensures that the documents are prepared to be processed with the selected inserter. OMS-200 Processing Step 1 Step 2 Step 3 License Administrator Optical Mark Profile Administrator User Uses Sets Up Adds Sets Up Creates Optical Mark Profile Input Optical Mark Output Template Activates Creates Input Optical Mark Output Template User User User User Optical Mark Profile Uploads Sets Up Creates saves License Obtained from Neopost Optical Mark Type Files Optical Mark Parameters Print Batches Entire Configuration for Future Use Splits Them Into Selects Assigns Supported Inserter Functions Individual Documents Safe Position Configuration Sheet Hides Prints Optical Mark Parameters Legacy Optical Mark Document with New Optical Marks Triggers Area Scanned by the Inserter Inserter Events Inserter Operator Inserter The Application: Works with several document types. Adds optical marks such as bar codes or OMR codes to documents. Handles multi-size, multi-page jobs with different page counts. Provides full mail piece integrity. Allows users to store and reuse job templates. Architecture Primarily, OMS-200 can be run on a company server or alternatively on a local computer. It is designed to configure a template for the print output of single or multiple input files. You can either design templates for printing purposes only or with additional information for the printed output so that inserters can process them 1

5 1 What is OMS-200 Every installed printer can function as an output device, so you can use local printers, network printers or virtual printers to create files (e.g. PDF files). Server Or Local Computer Printer (Physical Or Virtual) OMS-200 Installation Network Printer Or Local Printer User Inserter Operator User 2

6 2 User Interface 2 User Interface Operate OMS-200 using the following user interface sections: Login User Menu Main 3

7 2 User Interface 2.1 Login To log into OMS-200: 1. Run the application by clicking on the OMS-200 shortcut icon on your desktop. 2. Enter your credentials (given to you by the administrator) in the Log in screen. NOTE As an administrator logging in to the application for the first time, use the following default administrator credentials: User name Password TestOms200 Change your credentials upon the first-time login before you start adding new users to the account. 3. Click on LOG IN to log in to the 4

8 2 User Interface 2.2 User Menu In this section: My Preferences My Account Logout Contextual Help The user menu is located in the top-right corner of the screen. My Preferences Select My Preferences to customize your OMS-200 experience in the User Preferences pop-up window: 1. Select a preferred language. 2. Select Regional settings by country. This localizes details, such as, displayed date 5

9 2 User Interface 3. Select a preferred measurement unit. 4. Click on SAVE to confirm the settings. My Account Select My Account to open the User Settings pop-up window where you can change your user name and password. NOTE In addition, administrators can regulate their rights. Logout Select Leave Application to log out of the application and return to the Login 6

10 2 User Interface Contextual Help Click on the Help icon to access contextual help. This displays a list of help topics related to your current location in the 7

11 2 User Interface 2.3 Main Menu Use the main menu located on the left side of the application to access most parts of the user interface: Main Jobs Optical Mark Profiles Settings Main In this section: Processing Templates Available Volume See also: Processing Wizard License The Main tab is where you start processing files and save processing configurations as templates for future use. TIP table. Go to the Main Menu Features section to learn about deleting templates and sorting them within 8

12 2 User Interface Processing When working with unknown files, intended for a single processing instance, or files that cannot be processed automatically using one of your templates, process the files manually using the Main tab: 1. Click on PROCESS NEW DOCUMENT to launch a new processing wizard job. 2. Follow the instructions in the Processing Wizard section to process your files. TIP You can also launch new jobs in the Jobs tab by clicking as shown below. Templates When repeatedly working with identically structured files, use the Main tab to prepare templates that processes them 9

13 2 User Interface Preparing Templates 1. Click on CREATE NEW TEMPLATE to launch the processing wizard. 2. Follow the configuration instructions in the Processing Wizard. 3. At the end of the configuration, click on SAVE to save the template in the Main tab. TIP You can save your template any time during its creation by clicking on SAVE TEMPLATE icon. Clicking on SAVE TEMPLATE again within the same template creation process updates the previously saved 10

14 2 User Interface Editing Templates 1. Hover over the desired template inside the Templates table to display the Context menu. 2. Click on the Edit icon to open the template. 3. Follow the instructions in the Processing Wizard section to make changes. 4. Go to the third Processing Wizard step OUTPUT and click on SAVE to confirm the changes. Processing via Templates 1. Find created templates inside the Templates table. 2. Hover over a desired template to display the Context menu. 3. Click on the Run icon to launch the processing wizard. 4. Follow the instructions in the INPUT section to select files you wish to process using the currently running template. 5. Check that the rest of the Processing Wizard is configured correctly. 6. Process the selected 11

15 2 User Interface Available Volume Use the Main tab to monitor the remaining volume in your license Jobs In this section: Purpose of Jobs Launching New Jobs Resuming Jobs Printing Jobs See also: Processing Wizard Purpose of Jobs As soon as you upload a file into an instance of the Processing Wizard, the instance is saved as a job on the Jobs tab. Such jobs are constantly updated as you progress, therefore you can suspend your work any time and resume where you left off later. TIP Go to the Main Menu Features section to learn about deleting jobs and sorting them within the table. Launching New Jobs To launch and process new jobs: 1. Click as shown below to launch a new Processing Wizard job. 2. Process the files in the job by following the instructions in the Processing Wizard 12

16 2 User Interface TIP You can launch new jobs in the Main tab by clicking as shown below. Resuming Jobs To resume processing your documents: 1. Hover over a desired job to display the Context menu. 2. Click on the Run icon to relaunch the Processing 13

17 2 User Interface Printing Jobs If you are unable to print jobs immediately after generating them in the Processing Wizard, print them here later: 1. Locate the job containing prepared print jobs. 2. Click (as shown below) to open the job's details. 3. Locate the Print Jobs table inside the job's details. 4. Click on the Print icon inside the desired print job's row to open a new browser tab with the prepared documents. 5. If available, click on the Additional Sheet icon inside the desired print job's row to open a new browser tab with either the Barcode configuration sheet, or the OMR info sheet. 6. Use your browser's print dialog to print both the main documents and the additional sheets. TIP Click on the Download icon to download the PDF document in your computer and print it via the PDF viewer print dialog Optical Mark Profiles In this section, learn about working with optical mark profiles in the following sections: Optical Mark Profile Editor Editing 14

18 2 User Interface Exporting and Importing Profiles Optical Mark Types In the Optical Mark Profiles tab, users with special rights (those with extensive knowledge of your inserter and optical marks) create profiles by imprinting inserter functions onto selected optical marks. The configuration of these profiles is available for further configuration in the Processing Wizard. Users with regular rights can view the profiles and their details to help them decide which profile to use while processing their documents. TIP Go to the Main Menu Features section to learn about deleting optical mark profiles and sorting them within the table Optical Mark Profile Editor To create an optical mark profile: 1. Click on the Create Profile button to open the optical mark profile editor. 2. Rename the profile: a) Click inside the default name or on the Edit name icon. b) Change the name and click on the Save icon to confirm. 3. Configure the following settings: Mark Type Hardware Definition OMR Settings Mark Technology Page 15

19 2 User Interface 4. Click on SAVE to finish configuring the profile. 5. Find the created profile on the Optical Mark Profiles tab. TIP Click (as shown below) to check the profile's details are correct. MARK TYPE Select an optical mark type to be embedded in your profile. NOTE license. To be able to select the BCR2D mark, the Data Matrix module needs to be activated within your HARDWARE DEFINITION Configure the available inserter functions according to your inserter's 16

20 2 User Interface The purpose of these settings differs based on the optical mark you are working with: BCR1D and BCR2D When working with the BCR1D or the BCR2D marks, the available functions configured here should exactly reflect your inserter's specification. They are also automatically embedded in this profile so that you can configure them further in the Processing Wizard. OMR Mark When working with the OMR mark, the available functions configured here should exactly reflect your inserter's specification. However, the actual functions you wish to embed into this profile, so that you can configure them further in the Processing Wizard, are defined in the next Optical Mark Profile setting OMR Settings. NOTE The actual functions embedded into an OMR mark profile are configured separately to avoid having an OMR mark that occupies too much space on a page, because, unlike the BCR1D and BCR2D marks, the size of the OMR mark is greatly affected by every setting embedded in it. To meet your inserter's specification: 1. If you selected the OMR mark type, select its Coding scheme: NTL OMR Lets you select a Grouping mark's position if your inserter has Advanced License and supports the Stop inserter function. Neopost OMR Does not let you select a Grouping mark's position and does not support the Stop inserter function. TIP Go to the OMR Settings section to learn about the Grouping mark's position function and to the Inserter Functions Supported by OMS-200 section to learn about the Stop inserter function. 2. Select your inserter's 17

21 2 User Interface 3. Meet your inserter's specification by selecting the correct inserter functions, whose availability may differ based on the inserter license you own, the type of optical mark you are working with and, possibly, the type of coding scheme you are using when working with the OMR mark. Inserter Functions Supported by OMS-200 Diverts Special inserter exits that can be, in special cases, used to divert paper sheets that are not put in envelopes yet. If available, distinguish between the following divert versions: Divert & Continue Diverts paper sheets into a special exit without stopping the production. Divert & stop Diverts paper sheets into a special exit while stopping the production indicating an error. Selective feeds Add enclosures to your documents. Exit selections Besides the primary exit that transports your envelopes to the stacker, your inserter might have side exits attached to it. Present on deck Forces your documents to leave the system through the upper unit without sealing the envelopes. If available, distinguish between the following versions: Present on deck & Continue Forces your documents to leave the system through the upper unit without stopping the production and without sealing the envelopes. Present on deck & Stop Forces your documents to leave the system through the upper unit while stopping the production without sealing the envelopes. Sealing control Forces your envelopes to leave the system unsealed. Stop inserter Interrupts production if there is an issue. The interruption process depends on what type of inserter you are working with: Neopost inserter Automatically diverts the affected document and stops the production. NTL (Neopost Technologies Ltd) inserter Puts the affected document in an envelope, transports it to the default stacker and stops the 18

22 2 User Interface TIP For more information about specific inserter functions and their effects, please consult the inserter user guide, or contact your local Service Organization. OMR SETTINGS Configure the integrity features of the OMR Mark and the inserter functions that you wish to embed in the profile for further configuration in the Processing Wizard. This reduces the page space that an OMR Mark occupies. OMR Settings Configuration 1. Select one of the following Grouping mark's position options that tell the inserter how to correctly divide documents based on an indicator within the OMR mark: End of group Select to place an indicator inside the OMR mark on the last page of documents marking their end. First of group Select to place an indicator inside the OMR mark on the first page of documents marking their beginning. NOTE The Grouping mark's position option is available only when working with the NTL coding scheme and inserter's Advanced 19

23 2 User Interface When working with the Neopost coding scheme, the process of correctly dividing documents is by default identical to the End of group option. 2. Select one of the following Insert logic options that define the type of indicator (selected in the previous step) your inserter is supposed to scan for: Insert on mark Select to define the indicator as a code line inside the OMR mark while the same place on the rest of the pages within the same document is empty. Insert on space Select to define the indicator as an empty space inside the OMR mark while the same place on the rest of the pages within the same document contains code lines. 3. Define the Sequence check bit count, which is a document integrity feature that uses the binary system to check that the assembled documents contain all of the correct pages. NOTE space. Each added bit occupies a slot within the OMR mark in the form of a code line or an empty We recommend that you use at least 3 bits to ensure a proper check. 4. Configure the additional OMR mark integrity features: Start & Safety mark Places code lines into the OMR mark to optically indicate where the OMR mark begins and 20

24 2 User Interface NOTE If the Insert Logic feature is not the only feature the OMR mark contains, the Start & Safety mark must be included in the mark. Even parity check Strengthens the mark's integrity by making the inserter reread the code to check that the number of code lines inside is even. If it is odd, another mark is added thus making sure that every line has been read. 5. Go through the available inserter functions, which reflect the settings configured in the Hardware Definition, and to avoid having an OMR mark that occupies too much space on a page, select only those you intend to further configure when working with the profile in the Processing Wizard. MARK TECHNOLOGY Configure the mark's properties and its quiet zone (a secure area surrounding the optical mark) that must be empty to ensure the inserter can read the mark correctly. To set up Mark Technology Define the structural parameters of the mark and the range of the quiet zone: The parameters differ based on the selected optical mark: Leading/Trailing Set the quiet zone range of those sides of the mark that mark the beginning and end of the reading direction. Padding side Set the quiet zone range of the remaining sides of the mark. Code line thickness Set the thickness of lines in the BCR1D mark. Cell size Set the size of single cells inside the BCR2D mark. Line thickness Set the thickness of each line inside the OMR mark. Line spacing Set the distance between each line inside the OMR 21

25 2 User Interface PAGE MARGINS This step defines the area your inserter scans for optical marks, i.e. the white area in the image 22

26 2 User Interface To do so, define the minimum distance between the optical mark and the page edges Editing Profiles To make changes to a profile: 1. On the Optical Mark Profiles tab, hover over the profile you wish to edit to display the context menu. 2. Click on the Edit icon to launch the profile editor. 3. Follow the instructions in the Creating Profiles section to finish the edit Exporting and Importing Profiles In this section: Exporting Importing To use created profiles outside your company, use the Optical Mark Profiles tab to export your profiles in the EXPORT format and import them into a different OMS-200 installation at a target 23

27 2 User Interface EXPORTING Exporting multiple profiles simultaneously: 1. Select profiles to export. 2. Click on the Export button. 3. Wait for your profiles to be converted into the EXPORT format and save the resulting file using your browser's download dialog. Exporting individual profiles: 1. On the Optical Mark Profiles tab, hover over the profile you wish to edit to display the context menu. 2. Click on the Export icon. 3. Wait for the profile to be converted into the EXPORT format and save the resulting file using your browser's download 24

28 2 User Interface IMPORTING 1. Click on the Import button. 2. Browse for a profile in the EXPORT format and upload it Optical Mark Types In this section: BCR1D BCR2D OMR BCR1D BCR stands for BarCode Reading. It is a set of bars in a row (horizontal) or column (vertical). BCR1D marks can store information for a sheet with high integrity level, including customer ID and information about added enclosures and preconfigured inserter functions: The Enclosure sequence is a 2-digit hex code carrying information about how enclosures should be added. The Inserter Function sequence is a 2-digit hex code carrying information about conditions that trigger specific inserter 25

29 2 User Interface The Customer ID sequence stores information about customers so that it is possible to quickly identify them if a document is returned after shipping. Some types of inserter models also store a log file in the optical marks. It can be used as a tool to reconstruct the method of sending documents to a specific customer. Sheet N/M, Sheet, Group and Insert Code sequences are explained in the Integrity Functions section. NOTE Not all inserter models support all inserter functions. Also, the number of feeder stations depends on the type of inserter. Please ensure the configuration is compatible with your inserter model. BCR2D This optical mark encodes information in a pattern of small squares. The advantages of the BCR2D mark are that it is smaller and can store more data than the BCR1D mark. NOTE This optical mark is only available if you purchased the corresponding license module. OMR OMR stands for Optical Mark Reading. Some of the older and simpler models can only read this mark type as it has a simple structure. Unlike the other optical marks, OMR lacks the ability to automatically configure your inserter using a configuration sheet. To avoid an imprecise synchronization between the optical mark configuration and your inserter, only users with special rights (those with extensive knowledge of your inserter and the optical mark) can work with 26

30 2 User Interface As shown below, each line inside the OMR mark represents a single inserter function Settings In OMS-200, you can configure the following settings: License User Management 27

31 2 User Interface License In this section: Purpose of the License Tab License Types License Modules Serial Number License Deduction See also: Processing Wizard Optical Mark Types PURPOSE OF THE LICENSE TAB Use the License tab to: Activate your license by clicking on the UPLOAD LICENSE button. Check the details of your license including the purchased modules. Keep track of the history of purchased print 28

32 2 User Interface TIP the table. Go to the Main Menu Features section to learn about sorting purchased volume information within LICENSE TYPES Depending on the purpose you wish to use the application for, you can obtain one of the following license types: No License Mode Installing OMS-200 without a license allows you to get acquainted with the application for free, however, it lacks the option of producing any output. Demo License To be able to try the production and see whether this solution is suitable for your business case, ask your dealer for a Demo license. Production License A license purchased for the purposes of full commercial production. LICENSE MODULES Depending on what kind of advanced functionality you purchased within your license, the following modules are activated upon uploading the license: Data Matrix This module activates the BCR2D mark in addition to the standard BCR1D mark. The advantage of the BCR2D mark is that it is smaller and can store more date than the BCR1D mark. Multiple-Envelope Print Batches This module activates print batches. Print batches is a feature that categorizes and groups documents. A document is assigned to a specific print batch according to either the number of sheets it contains or other conditions defined by the user. Typically, print batches collect those documents that fit into a standard envelope or those that require a special envelope. Each print batch is printed in a separate print job, this enables the operator to change the settings of the inserter. If printed to a PDF file, each print batch creates a new document. TIP For further information about print batches please refer to the Batches section. Merge & Sort By activating this module, you can: Create mailpieces by merging two matching documents both coming from different PDF files which have been split into individual documents; e.g. invoices and personalized newsletters. Define a particular order (e.g. based on your customers' ZIP code) in which your documents or mailpieces will be printed to e.g. reduce the costs your carrier charges for sorting your 29

33 2 User Interface TIP For further information please refer to the Merging and Sorting sections. SERIAL NUMBER Your license may contain a serial number, which is a unique number identifying a customer. After a license with a particular serial number has been uploaded to OMS-200, OMS-200 only accepts licenses with this serial number (e.g. during the license upgrade). LICENSE DEDUCTION Pages are deducted from the license after clicking on GENERATE PDF when creating print jobs. One license page equals one A4 format printed page. Pages printed in different formats are deducted from the license proportionally. Special Cases of License Deduction Empty pages (e.g. when duplex print is activated) are not deducted. NOTE This rule does not apply to the Demo license as all pages contain a watermark. Banner sheets are deducted. OMR info sheets and Barcode configuration sheets are not deducted User Management In this section: Creating Users Editing Users See also: Optical Mark Profiles License Available only to administrators, the User Management tab is where users with user administration rights add new users to the company account and manage their 30

34 2 User Interface TIP Go to the Main Menu Features section to learn about deleting users and sorting them within the table. CREATING USERS To add users to your company account and configure their rights: 1. Click on the Add user button to open the user settings pop-up window. 2. Define the user details. 3. Select User administration to allow the user currently being created to add new users to the company account and manage their rights. 4. Select License management to allow the user currently being created to upload licenses for the whole company. 5. Select Optical mark profiles management to allow the user currently being created to configure optical mark profiles. 6. Click on Save to add the user to your company. 7. Notify the new user that they can start working with OMS-200 with the newly configured 31

35 2 User Interface EDITING USERS To edit user details: 1. On the User Management tab, hover over the user you wish to edit (yourself if you do not have user management rights) to display the Context menu. 2. Click on the Edit icon. 3. Edit the selected user's details by following the above Creating Users instructions. 4. Click on Save to confirm the changes About In this section: Application Version Log Exporting Open Source Technologies APPLICATION VERSION Keep track of your current version of OMS-200. LOG EXPORTING If you require support to help you with a request, click on EXPORT LOGS and attach the generated file to your message. The exported file containing logs, configuration data and statistics will help the support team analyze your request. OPEN SOURCE TECHNOLOGIES Click on Open Source Licenses Applicable to Neopost Products to get a list of open source technologies used within OMS-200 and their copyright 32

36 3 Processing Wizard 3 Processing Wizard The Processing Wizard consists of the following steps that prepare input files, add optical marks to them and print them: INPUT OPTICAL MARK OUTPUT TIP Go to the Processing Wizard Features section to learn about the features used frequently throughout the above steps. Job Naming Once you upload a file into a launched instance of the Processing Wizard, a corresponding job is created on the Jobs tab. This job is constantly updated as you progress which means you can suspend your work any time and resume it later. Such jobs are by default named after the files you are processing. To give them a different name: 1. Click inside the default name or on the Edit name icon. 2. Rename the job. 3. Confirm the change by clicking on the Save 33

37 3 Processing Wizard Saving Configurations You can save your current configuration as a template in the third Processing Wizard step by clicking on CREATE TEMPLATE. Automatic Progress Saving All settings configured within the Processing Wizard are immediately saved. Check the progress of configured settings by monitoring the following statuses: Applying changes Indicates that configured settings are being saved. Valid settings Indicates that all settings are configured correctly. Incomplete settings Indicates that some of the settings are incompletely or incorrectly configured. Such settings must be reconfigured before you can proceed to the next Processing Wizard 34

38 3 Processing Wizard The Incomplete settings status is emphasized, if you try to proceed to the next Processing Wizard step without reconfiguring the highlighted settings. 3.1 INPUT This step is for selecting files to be processed, for splitting them into individual documents and for scaling the files' content to fit a selected format, if needed. To complete the step: 1. Configure the following settings: Input Files Select Template Page Settings Remove Legacy Marks Split Merging 2. Click on NEXT to continue with the second Processing Wizard step OPTICAL MARK. NOTE If merging is activated, INPUT is divided into INPUT A and INPUT B so that both input files containing documents for merging can be correctly 35

39 3 Processing Wizard Input Files Configure the Input Files settings as follows: 1. Select one of the following formats in which you wish to print the job currently being 36

40 3 Processing Wizard TIP Go to the Page Settings section to learn about properly scaling the document if its format does not match the selected output format. 2. To select files you wish to process: Click on one of the available ADD FILE buttons. Drag and drop the files onto the preview located on the right side of the Processing Wizard. 3. Wait for the preview of the selected files to load. TIP Go to the Document Preview section to learn about customizing the 37

41 3 Processing Wizard 4. If you selected the wrong file, delete it from this processing instance by clicking on the Delete icon inside the desired input file's row. NOTE The size of PDF files OMS-200 can process is limited to 1 GB Template 38

42 3 Processing Wizard If after selecting files for processing you notice that they could be processed by one of your templates, select the template here to configure the rest of the Processing Wizard automatically: 1. Click on Load configuration to open the Template Selection pop-up window. 2. Hover over the template you wish to apply and click on the Run icon to load it. NOTE If you select the wrong template, or the template is unsuitable to process your files, click on Reset configuration to return the configuration to its default state Page Settings Scale and reposition the original contents of your documents to make space for an optical mark or to fit the selected output 39

43 3 Processing Wizard To resize and reposition the contents of a document: 1. Resize your documents by using the Scale controls. 2. Position the entire content of your documents higher or lower on a page using the Vertical offset controls. 3. Position the entire content of your documents further to the left or right using the Horizontal offset controls Remove Legacy Marks If your documents contain redundant optical marks, you can remove them to avoid confusing your inserter by having two optical marks that it could read. Removing redundant optical marks: 1. Following the instructions in the Text Zones section, capture the optical mark you wish to remove in a text zone. 2. Select Remove legacy marks. 3. In the Remove zone drop-down menu, select the zone created in step 40

44 3 Processing Wizard 4. Select which pages within your documents should be impacted by the content removing text zone: All pages The zone selected in step 3 removes the content it extracts from all pages within all documents. Front pages The zone selected in step 3 removes the content it extracts from all of the front pages when printing in duplex mode. First page only The zone selected in step 3 removes the content it extracts from all of the first pages within all documents. Last page only The zone selected in step 3 removes the content it extracts from all of the last pages within all documents. 5. Check that the mark removal has been configured correctly, the mark should look as shown below. NOTE The removed mark is no longer visible on the next Processing Wizard step Split In this section: Creating a Split Condition Combining Multiple Split Conditions See also: Text Zones If the previously selected files contain multiple documents, here, split them into individual documents to ensure an optical mark that controls your inserter correctly is added to each 41

45 3 Processing Wizard Creating a Split Condition 1. Follow the instructions in the Text Zones section to create a text zone that captures a text or image object, this will form the basis of your condition. 2. Select whether the captured object is a Text string or an Image. 3. Select the text zone created in step Select one of the following conditions that dictate when a file is split in relation to the contents of the text zone selected in step 4: Changes A split occurs if a change is registered in the text zone selected in step 4. Contains A split occurs if a specific text string (set in step 6) among other text strings is registered in the text zone selected in step 4. NOTE This option is only available if you selected Text in step 3. Is equal A split occurs if a specific text or image object (set in step 6) with no other objects present is registered in the text zone selected in step 4. Is not equal A split occurs if the contents of the text zone selected in step 4 are different to the text or image object set in step 42

46 3 Processing Wizard 5. Depending on what type of object you selected in step 2 and on the type of condition you selected in step 5, configure the next setting: If you selected the Changes condition in step 5 Continue with step 7. If you selected Text in step 2 and did not select the Changes condition in step 5 Type the text string that will be compared, by the condition selected in step 5, to the contents of the text zone created in step 43

47 3 Processing Wizard If you selected Image in step 2 and did not select the Changes condition in step 5 Define the image that will be compared, by the condition selected in step 5, to the contents of the text zone created in step 2: a) Click on the Capture image button to embed the image, captured by the selected text zone, into the split condition. b) Check that the embedded image is 44

48 3 Processing Wizard If you capture an image on the wrong page, go to the desired page and click on the Refresh icon to embed the new image into the condition. TIP Go to the Preview Toolbar section to learn how to check that the file has been split correctly and how to navigate through the split documents. Combining Multiple Split Conditions 1. After creating a condition, click on the Add condition icon to activate another split condition. 2. Select one of the following options to logically combine the conditions: AND A split occurs if all the conditions, combined by the AND operator, apply. OR A split occurs if one of the conditions, combined by the OR operator, 45

49 3 Processing Wizard Example of Logically Combined Splitting Conditions Rule 1 and Rule 2 or Rule 3 and Rule 4 and Rule 5 How the Logical Combination Works File Is Split if Rules 1 and 2 Apply Rule 1 and Rule 2 or File Is Split if Rules 3, 4 and 5 Apply Rule 3 and Rule 4 and Rule 5 Split File Split File 3. Follow the instructions in the Creating a Split Condition section to define the split condition. 4. Repeat steps 1-3 until you have configured all desired conditions Merging In this section: How to Merge Documents How to Check the Merging Result Create a mailpiece by merging two types of matching documents both coming from different PDF files which have been split into individual documents; e.g. invoices and personalized newsletters. NOTE To be able to use merging, the Merge & Sort module needs to be activated within your 46

50 3 Processing Wizard How to Merge Documents 1. Select Activate document merging. Activating merging divides the first Processing Wizard step into two parts: INPUT A (transformed INPUT) and INPUT B. This provides you with a method for correctly configuring both the input files you intend to merge. 2. Create a text zone inside INPUT A capturing a text string that the two document types you are merging have in common (e.g. customer name). 3. Use the text zone created in step 2 to define the Merge ID based on which documents from INPUT A and INPUT B will be matched. 4. Define whether the captured text string can be found on the first pages or last pages of the documents contained in INPUT 47

51 3 Processing Wizard 5. For both inputs, select one of the following options that dictate what happens to those documents from one input without a match in the other input: Do not allow Blocks output generation alerting you about existing unmatched documents. Allow Allows you to generate outputs with unmatched documents being treated as individual mailpieces. Create batch Stores unmatched documents in automatically created batches, which are unique for each INPUT. Discard Removes unmatched documents from your job. 6. Configure INPUT B except for the Merge section by following the instructions in the INPUT section. 7. Configure the Merge section of INPUT B by repeating steps 2-4. How to Check the Merging Result To check the correctness of merged documents: 1. Go to the second Processing Wizard step OPTICAL MARK. 2. Locate the document preview toolbar that has been modified to facilitate the navigation between created mailpieces. 3. Check that the number of created mailpieces is 48

52 3 Processing Wizard 4. Click on the Navigation icon to open the table of documents within the job. 5. Check that the information inside the table of documents is correct, especially the Merge icon that indicates individual mailpieces by grouping together corresponding documents from each input 49

53 3 Processing Wizard 3.2 OPTICAL MARK This step is for configuring the position of the optical mark on your documents and for configuring the inserter functions trigger embedded in the selected optical mark profile. To complete this step: 1. Configure the following settings: Optical Mark Profile Selection Optical Mark Settings Enclosures Inserter Control Integrity Functions Customer ID 2. Click on NEXT to continue with the third Processing Wizard step OUTPUT Optical Mark Profile Selection Select one of the available optical mark profiles making its settings available for further configuration within the Enclosures and Inserter Control 50

54 3 Processing Wizard Optical Mark Settings Place the optical mark (from the previously selected optical mark profile) in a safe position on your documents and define additional parameters: 1. Select the correct paper travel direction according to your inserter's specification. 2. Place the optical mark in a safe position using one of the following methods: In the document preview on the left side, drag and drop the mark into a safe position. Use the Optical mark position settings to safely position the mark. Top Define the minimum distance between the optical mark and the top edge of the 51

55 3 Processing Wizard Left Define the minimum distance between the optical mark and the left side edge of the page. Height Define the size of the optical mark. 3. Select to display the textual value of the optical mark. NOTE Safely position the textual value using the above optical mark positioning methods Enclosures In this section Selective Feeds Configuration See also: Condition Editor Here, define up to 8 inserter Selective feeds for adding enclosures to your main documents. The number of configurable Selective feeds reflects the configuration of the selected optical mark profile. Selective Feeds Configuration To add enclosures to your main documents: 1. Select the feeder that is loaded with the desired 52

56 3 Processing Wizard Selected feeders are set to add enclosures to all documents by default. 2. Click on the Add condition icon to create conditions based on which enclosures from the selected feeder are added to specific main documents only. 3. Follow the instructions in the Condition Editor section to configure the conditions. NOTE If needed, return the selected feeder to its default settings by clicking on the Cancel icon Inserter Control In this section: Inserter functions Configuration See also: Condition Editor Define the trigger of various inserter functions. The availability of the inserter functions depends on the configuration of the selected optical mark 53

57 3 Processing Wizard Inserter functions Configuration To configure the trigger of an inserter function: 1. Select the inserter function you wish to trigger. Selected inserter functions are by default set to be triggered by all main documents. 2. Click on the Add condition icon to create conditions based on which selected inserter functions are triggered only with certain main documents. 3. Follow the instructions in the Condition Editor section to configure the conditions. NOTE To return the selected inserter function to its default settings by clicking on the Cancel icon Integrity Functions When working with the BCR optical marks, configure the mark's integrity 54

58 3 Processing Wizard NOTE configuration. The integrity of OMR marks is configured in the OMR Settings section of the optical mark profile The integrity functions must be configured unless a customer ID which has a sufficient integrity function is included in the optical mark. There are four integrity levels ensuring that missing or incorrectly ordered sheets and documents are recognized by the inserter. Each level is represented by one of the following, selectable integrity functions that influence the size of the optical mark: Functions handling the procedure of putting correct documents into envelopes: Page N of M Accumulate/Insert Functions handling the procedure of assembling documents using the correct pages: Sequence check Group sequence NOTE The Sequence check and Group sequence functions must be paired with either the Page N of M or the Accumulate/Insert functions. This rule does not apply if a customer ID is included in the optical 55

59 3 Processing Wizard Customer ID You can embed your customers' IDs into the optical marks when working with the BCR optical marks. This strengthens the integrity of your job because your inserter can recognize the beginnings and ends of your documents by tracking the IDs. The Customer ID can also be used to quickly identify customers if a document is returned after shipping. Some types of inserter models also store log file information in the optical marks. It can be used as a tool to reconstruct the method of sending documents to a specific customer. To include customer IDs within optical marks: 1. Select Include customer ID in the optical marks. 2. Following the instructions in the Text Zones section, capture the customer ID in a text zone. 3. Select one of the following Trigger positions that dictate which page will be the source of the ID: First page The created text zone extracts the customer ID from the first pages of each document. Last page The created text zone extracts the customer ID from the last pages of each document. 4. Define the text zone source (created in step 2) for the customer ID extraction. 5. Define the length of the ID, which is limited to 16 characters for the BCR1D marks and to 25 characters for the BCR2D 56

60 3 Processing Wizard NOTE The customer ID zone can only extract the following characters: A-Z $%/+ Check that the customer ID is correctly extracted by clicking on the Show details icon located inside the preview toolbar. 57

61 3 Processing Wizard 3.3 OUTPUT This step is for configuring and printing the physical output of the currently processed job. To complete the step: 1. Configure the following settings: Sorting Batches Additional Sheets Duplex Settings Print 2. Click on FINISH to close the Processing Wizard. NOTE on them. Until they are deleted manually, finished jobs are kept in the Jobs tab for you to resume work Sorting Define a particular order (e.g. based on your customers' ZIP codes) in which your documents or mailpieces will be printed to e.g. reduce the costs your carrier charges for sorting your mail. Sort your documents within a job using one of the following methods: Sorting Jobs Without Unmatched Documents Sorting Jobs Containing Unmatched Documents NOTE To be able to use sorting, the Merge & Sort module needs to be activated within your 58

62 3 Processing Wizard Sorting Jobs Without Unmatched Documents To sort jobs that do not contain unmatched documents (including those jobs within which merging was not activated at all): 1. Select Change default sorting of mailpieces. 2. Select one of the following alphabetical sorting orders: 3. Configure the Sort by settings as follows: a) Follow the instructions in the Text Zones section to create a text zone capturing a text string (e.g. ZIP code) based on which your documents or mailpieces will be numerically and alphabetically sorted. b) Select to sort the job based on the text string found inside the zone created in step a. c) Define whether the text string captured by the text zone created in step a can be found on the First pages or the Last pages of your 59

63 3 Processing Wizard Sorting Jobs Containing Unmatched Documents Mailpieces whose sorting is based on text zones created inside one input file might be invalid if the job contains unmatched documents from the other input file. To avoid configuring such invalid rules: 1. Follow steps 1-3 of the Sorting Jobs Without Unmatched Documents instructions to configure the default sorting rule. 2. Follow step 3 of the Sorting Jobs Without Unmatched Documents instructions to configure a backup sorting rule that applies to documents not matched to any of the documents from the input file the default rule was configured for Batches Categorize individual documents within a job into print batches; useful for tasks such as processing various batches based on the envelopes they fit in. By default, documents within a job belong to the predefined Default batch, which cannot be deleted, and which collects those documents that fall outside any of your batches created as described below. NOTE To be able to create batches, the Multiple-Envelope Print Batches module needs to be activated within your 60

64 3 Processing Wizard Creating Batches: 1. Click on ADD BATCH to start the configuration. 2. Open the newly created batch. NOTE To delete the batch click on the Delete icon. 3. To rename the batch, click on the Edit name icon. 4. Select one of the following methods for creating print batches: Sheet limit Define the maximum number of sheets a document can consist of in this batch. Condition Follow the instructions in the Condition Editor section to configure the conditions a document must meet to be categorized into this batch. TIP Once you have created a batch, you can apply the Batch filter to the preview. This makes the other preview toolbar controls apply only to those documents that belong to the selected 61

65 3 Processing Wizard Additional Sheets Depending on what type of optical mark you are working with, you can select to print some of the following additional sheets: Barcode configuration sheet Only available when working with the BCR marks. OMR info sheet Only available when working with the OMR mark. Banner sheet Always available. NOTE Both additional sheets are selected by 62

66 3 Processing Wizard Barcode configuration sheet If your inserter is able to read this sheet, then it can be automatically configured for the production of your jobs created in OMS-200. If your inserter does not support this functionality, configure it manually; the sheet provides helpful configuration 63

67 3 Processing Wizard OMR info sheet When working with the OMR optical mark, it is impossible to automatically configure the inserter for the production of your jobs. This sheet provides you with helpful configuration information. Banner sheet Select to add a banner sheet on top of every print batch. This sheet separates individual batches and indicates their 64

68 3 Processing Wizard Duplex Settings If you plan to print your documents on both sides of paper sheets, you can select Generate for duplex print to optimize your job for it. This feature: Adds a blank page at the end of each document to avoid having the end of one document and the beginning of another document printed on the same sheet of paper. Looks at the page sequence of the documents and places the optical marks only on odd pages (those pages the inserter can scan). If you have selected to optimize for duplex print, you can also select to print the first and last pages of your documents on single sheets of paper Print Print your finalized documents by following the instructions in the following sections: Print Range Output Options Print Jobs Print Range Define a specific print range of documents you wish to print: 1. Select the batch to which the documents you wish to print within this print job belong. All batches Print all documents in the job simultaneously. Default Print the documents that do not belong to any of the created 65

69 3 Processing Wizard Custom created batch Print the documents that belong to the selected batch. 2. Once you have selected the batch, select one of the following options that dictate which document within the selected batch you wish to print: All documents (All mailpieces if merging is activated) Prints every document (or mailpiece) within the selected batch. Document (Mailpiece if merging is activated) Prints a specific document (or mailpiece) by selecting its batch sequence 66

70 3 Processing Wizard Output Options Configure the Output Options as follows: 1. Select one of the following methods for printing your documents: Generate PDF only Generates a PDF print job, which you can print later. Print and generate PDF Prints your documents (except additional sheets which need to be printed via print jobs) directly and generates a PDF print job, which you can reprint later. 2. When printing directly; select the printer you wish to use along with one of the detected paper sources and select whether to print in color. If a desired printer is not detected, click on the Refresh icon to refresh the list of detected printers. 3. Select whether to print the documents within this print job with reversed page order. Different inserters have different requirements for the print order of the batches in the input 67

71 3 Processing Wizard Normal print order means that the documents are dropped into the printer output stacker with the back-side upwards. Selecting reverse print drops the documents front-side upwards. So in normal print order the first page is printed first, in reverse print order the last page is printed first. Printer Output Stacker Reverse Print Order Normal Print Order Doc 1 Sheet 1 Doc 1 Sheet 2 Doc 2 Sheet 1 Doc 2 Sheet 2 Doc 3 Sheet 1 Doc 3 Sheet 2 Doc 3 Sheet 2 Doc 3 Sheet 1 Doc 2 Sheet 2 Doc 2 Sheet 1 Doc 1 Sheet 2 Doc 1 Sheet 1 OMS Click on one of the following buttons whose availability depends on whether you are printing directly or not to process your documents: PRINT Directly prints your documents using the selected printer. In addition, it generates a PDF print job, which you can use to reprint the documents later. GENERATE PDF Generates a PDF print job. Virtual Printer Limitations If you want to install a virtual printer driver for the direct production of output, make sure the virtual printer driver does not raise any dialogs after the production is triggered. If a dialog is raised, the printer enters into a conflict with OMS-200 Production Service and the production is stopped. NOTE If the production is stopped because a dialog was raised by a virtual printer driver, uninstall the virtual printer driver and restart OMS-200 Production Service. Print Jobs Once you have processed your documents, you can print or reprint them within the generated print jobs using one of the following methods: In the Processing Wizard On the Jobs 68

72 3 Processing Wizard Printing Print Jobs in the Processing Wizard 1. Once a print job has been generated, locate it inside the Print Jobs table. 2. Click on the Print icon inside the desired print job's row to open a new browser tab with the prepared documents. 3. If available, click on the Additional sheet icon inside the desired print job's row to open a new browser tab with either the Barcode configuration sheet, or the OMR info sheet. 4. Use your browser's print dialog to print both the documents and the additional sheets. Printing Print Jobs from the Jobs Tab If you are unable to print the print jobs immediately after creating them, click on FINISH to close the Processing Wizard and print them later from the Jobs tab: 1. Go to the Jobs tab. 2. Locate the job that contains the prepared print jobs. 3. Click (as shown below) to open the job's 69

73 3 Processing Wizard 4. Locate the Print Jobs table inside the job's details. 5. Print the print job using one of the following methods: Download the PDF file containing the desired documents by clicking on the Download icon and print them using your PDF viewer's print dialog. Click on the Print or Additional sheet icon to open a separate browser tab with your documents. Use the browser's print dialog to print them. To delete redundant or incorrectly configured print jobs: 1. Locate the job that contains redundant print jobs on the Jobs tab. 2. Open the job's details. 3. Click on the Delete icon inside the print job's 70

74 4 Frequently Used Features 4 Frequently Used Features Learn about features used frequently throughout OMS-200 based on the your current location in the application in the following sections: Main Menu Features Processing Wizard Features 4.1 Main Menu Features The following features are frequently used when working with the main menu: Context Menu Deleting Table Sorting Context Menu To work with custom created content (e.g. templates or optical mark profiles), you need to use the single action buttons that are located within the context menu. To display the context menu, hover over the custom created content. The contents of the context menu differ depending on the content you wish to work with: Name Icon Location Action Delete Main Optical Mark Profiles Deletes custom created content. Jobs User Management Additional Sheet Jobs Opens an additional sheet generated in the Processing Wizard in a new browser 71

75 4 Frequently Used Features Name Icon Location Action Download Jobs Downloads PDF files generated in the Processing Wizard. Edit Main Optical Mark Profiles Edits the properties of custom created content. Export Optical Mark Profiles Exports optical mark profiles for import into another installation of OMS-200. Run Main Runs templates Deleting To delete templates, optical mark profiles, jobs etc.; hover over the item you wish to delete to display the context menu and click on the Delete icon Table Sorting The interface of most of the Main Menu items contains tables, which you can sort in alphabetical or numerical order. To sort your items: 1. Choose a column based on which the items will be sorted. 2. Hover over the name of the chosen column to display the Sort icons. 3. Click on the Up arrow icon to arrange the table in descending order or the Down arrow icon to arrange the table in ascending 72

76 4 Frequently Used Features 4.2 Processing Wizard Features This section describes the following features that are used frequently throughout the Processing Wizard: Automatic Progress Saving Text Zones Condition Editor Document Preview Automatic Progress Saving When moving to the previous step within the Processing Wizard, the changes you make within the originating step are automatically saved if they are valid. OMS-200 alerts you if some of the changes are invalid so that you can decide whether to: Continue while discarding all the changes made within the originating step including the correct ones. Cancel the action of moving to the previous step and correct the invalid changes Text Zones Learn about creating text zones within the Processing Wizard in the following sections: Purpose of Text Zones How to Create Text Zones Zones Capturing Images Purpose of Text Zones Text zones capture text strings or images inside the files you are processing. Use the newly created text zones for creating conditions based on which: Files are split into individual documents. Enclosures are added to individual 73

77 4 Frequently Used Features Various inserter functions are triggered. Customer IDs are added to the BCR optical mark. Print Batches are created. How to Create Text Zones 1. In the preview on the left, click and drag your pointer over the text area you wish to define as a text zone. 2. Make sure that the zone is large enough to include all the desired text. 3. To erase a text zone, hover over it to display the Erase icon and click on it. NOTE On the second and third Processing Wizard steps, zones created after merging has been activated are numbered differently to indicate the input file that the zone was created on. Zones Capturing Images When basing conditions on images, the zone capturing the image should be sized to include significant data while simultaneously minimizing insignificant data. Text zones capturing images are set to account for possible damaged pixels which should not be considered a change in the image. In order for the text zone to register a change in the image, the amount of changed pixels must be significant enough in comparison to the total area covered by the text 74

78 4 Frequently Used Features Condition Editor Learn about configuring various conditions throughout the Processing Wizard in the following sections: What is the Condition Editor Configuring the Condition Editor What is the Condition Editor The condition editor is a set of settings you need to configure to trigger an inserter related function based on the contents of the files you are processing: Define which Selective feed will add enclosures to individual documents. EXAMPLE Add the enclosure loaded in Selective feed 2 to those documents, whose first pages contain the word "Sydney". Define when an inserter control function is to be 75

79 4 Frequently Used Features EXAMPLE Seal only those envelopes that contain documents whose first pages contain a certain image. Categorize individual documents within a job into print batches to e.g. process various batches based on the envelopes they fit in. EXAMPLE Create a batch consisting of 4-page documents and another batch consisting of 12-page documents based on the number of pages indicated inside the documents Configuring the Condition Editor In this section: Creating a Single Condition Combining Multiple Conditions CREATING A SINGLE CONDITION To configure an function triggering condition: 1. Skim through the documents you are processing and find a textual or image indicator on which you can base the condition. Such an indicator must be located in the same position in all the 76

80 4 Frequently Used Features EXAMPLE If you wish to send the enclosure loaded in Selective feed 1 containing promotional leaflets only to those customers living in Nether Kinmundy, look for an indicator (text string or image) distinguishing these customers from customers living at different locations. 2. Following the instructions in the Text Zones section, capture the indicator found in step 1 in a text zone. 3. Select whether the captured indicator is a text string or an image. 4. Select the text zone created in step 77

81 4 Frequently Used Features 5. Select one of the following trigger positions that dictate which pages of the document need to comply with the condition set in step 6 in order for the selected function to be triggered: Any page The selected function is triggered if the condition set in step 6 applies to any page in the document. First page The selected function is triggered if the condition set in step 6 applies to the first page in the document. Last page The selected function is triggered if the condition set in step 6 applies to the last page in the document. Middle page The selected function is triggered if the condition set in step 6 applies to any of the middle pages (all except the first and last pages). Any except first page The selected function is triggered if the condition set in step 6 applies to any page in the document except the first one. Any except last page The selected function is triggered if the condition set in step 6 applies to any page in the documents except the last one. 6. Select one of the following conditions that dictate when the selected function should be triggered in relation to the contents of the text zone selected in step 4: Contains The selected function is triggered if the text zone selected in step 4 contains among other text strings the text string defined in step 7. NOTE This condition does not apply to images. Is equal The selected function is triggered if the text zone selected in step 4 contains the exact indicator (text string or image) as defined in step 7. Is not equal The selected function is triggered if the contents of the text zone selected in step 4 do not exactly match the indicator (text string or image) defined in step 78

82 4 Frequently Used Features 7. Define the indicator (text string or image) that should be compared by the condition set in step 6 to the actual contents of the text zone selected in step 4: When working with text strings Manually type the text string into the respective text box. When working with images Go to any page within a single document, capture the desired image in a text zone and click on the CAPTURE IMAGE button to embed the image into the 79

83 4 Frequently Used Features TIP If you capture an image on the wrong page, go to the desired page and click on the Refresh icon to embed the new image into the 80

84 4 Frequently Used Features EXAMPLE Finished text string condition In this case, the enclosures loaded in Selective feed 1 are added to the main documents if the text string "Invoice" is registered at a certain position inside any page. Finished image condition In this case, the enclosures loaded in Selective feed 1 are added to those main documents that contain the embedded image at a certain position inside their first 81

85 4 Frequently Used Features COMBINING MULTIPLE CONDITIONS After creating the first condition: 1. Click on the Add condition icon again to activate another condition. 2. Select one of the following options to logically combine the conditions: AND The function currently being configured triggers if all the conditions, combined by the AND operator, apply. OR The function currently being configured triggers if one of the conditions, combined by the OR operator, 82

86 4 Frequently Used Features Example of Logically Combined Conditions Rule 1 and Rule 2 or Rule 3 and Rule 4 and Rule 5 How the Logical Combination Works Function Triggers if Rules 1 and 2 Apply Rule 1 and Rule 2 or Function Triggers if Rules 3, 4 and 5 Apply Rule 3 and Rule 4 and Rule 5 Triggered Function Triggered Function 3. Follow the instructions in the Creating a Single Condition section to configure the condition. 4. Repeat steps 1-3 until you have configured all desired conditions Document Preview Learn about the characteristics of the document preview located on the left side of the Processing Wizard in the following sections: Navigation Toolbar Preview Toolbar Automatic 83

87 4 Frequently Used Features Navigation Toolbar The navigation toolbar located at the top of the screen provides different sets of options depending on whether Merging was activated or not. Learn about both sets of options in the following sections: Without Merging With 84

88 4 Frequently Used Features WITHOUT MERGING If Merging is not activated, you can navigate between your documents as follows: Go to a specific document using the Document counter (the total number of documents encompasses uploaded files or the documents created by their split). Monitor the inserter functions that apply to the currently displayed document by clicking on the Show details icon. Click on the Navigation icon to quickly navigate between individual 85

89 4 Frequently Used Features NOTE Individual documents take the name of the job currently being processed [33] and are given an incremental number. Navigate through the pages of your whole job and see how many pages the currently viewed document contains. If you create Batches, you can apply the Batch filter to the preview thus making the other toolbar controls apply only to those documents that belong to the selected batch. WITH MERGING Activating merging modifies the navigation toolbar on the second and third Processing Wizard steps to facilitate navigation between created mailpieces. Navigate between your mailpieces as follows: Go to a specific mailpiece using the Mailpiece counter. Switch between the documents coming from INPUT A or B inside the currently displayed mailpiece. By clicking on the Show details icon, you can now monitor the Merge IDs, which were used to pair documents from INPUT A to documents from INPUT 86

90 4 Frequently Used Features Click on the Navigation icon to quickly navigate between individual mailpieces and the documents that they consist of Preview Toolbar The preview toolbar located on the right side of the document preview provides the following options for customizing the preview: You can switch between the thumbnail and full page view by clicking on the Thumbnails and Full page icons. When the thumbnail view is active, you can double-click on a thumbnail to display a full page view of the corresponding 87

91 4 Frequently Used Features NOTE The thumbnail view disables some of the other toolbar controls. You can zoom out and in on the preview. Adjust the view by clicking either on the Full size, Fit to width or the Fit to page icons. By default, the Fit to width view is activated Automatic Adjustments The document preview adjusts itself based on what you configure within each Processing Wizard step: First Step Adjustments Second Step Adjustments Third Step 88

92 4 Frequently Used Features FIRST STEP ADJUSTMENTS When working with the first Processing Wizard step INPUT, the following groups of settings influence how the preview adjusts itself: Input Files Once you have selected the format in which you wish to print your job, the preview adjusts itself alerting you to scale the document to fit the selected format as shown below. Page Settings and Remove Legacy 89

93 4 Frequently Used Features The document has been scaled to fit the selected output format. A content erasing zone capturing a legacy mark. The area of the document's original format that exceeded the selected output 90