Overview

A Print Process is a collection of individual print tasks (e.g. multiple documents) that will cumulatively be utilized in order to produce a single print output. The Print Process Designer allows for design of template-based document generation, which can then be triggered through buttons via the user interface. The system allows for the creation of separate print processes for a given application and you can assign any number of these print processes to an Action button.

Each print process will consist of a series of documents (or a single document). Each document must be a Word-based template (*.DOCX) file. The execution of the print process will occur when a corresponding Action button that is defined to trigger the process has been clicked.

The process itself consists of replacing static content stubs in your template documents with dynamically mapped values (outlined further in the Document Stubs help section). Subsequently, all defined documents within the print process will be appended together and processed through a PDF conversion engine to provide the final result, which can then be:

• Flushed to the user for immediate download
• Saved into the database (further details in the Database Designer -> Defining Columns section)
• Appended into an Email process (further details in the Email Designer section)
• Saved into a linked Dropbox account (further details in the Connector Designer -> Dropbox Connector section)

Creating a Print Process

To create a new print process, simply click on the Add Print Process button.

A new empty print process will be generated by simply defining the name and then pressing the Create Print Process button. This will act as the baseline for the print process generation and will be added to the list of print processes. You will also note that this print process will become selectable from the Action selection of a button in the User Interface Designer once this process is set up.

A print process should have at least one document in order to be printed. In the subsequent steps, you will need to add documents to this process by clicking on the process name under the Print Processes list, which will launch the Edit Print Process page.

Adding Print Processes into an Action Button

You can execute any number of print processes from a single button by selecting them from the Events selection of the button in the User Interface Designer. When the button is pressed, all active print processes will be triggered.