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Job Types
PDF Filer handles five types of Jobs
One Value - Document Type
This is a method where the user selects a type of file from a drop down list and has a file created from the name in the list. If the file already exists it can be replaced, have the new pages appended to the beginning of the file or the end of the file in addition to having it date stamped. This is useful for filing simple documents that come in on a routine basis where they need to be tracked by date. An easy example to relate to is personal bills, the list would contain the types of bills and when one comes in it would be added and time stamped. At the end of the year all the files would be retrieved and the net result would be a book marked PDF with types of bills and their dates.
Sequential - Title Bar
This is a method where the Window Title Bar contains a unique piece of data that is to become the file name. Some database applications display a file name in the Title Bar and this is captured and used to relate to documents. The function is the same as One Value - Document Type only the unique data comes from the Title Bar as opposed to the Drop Down list.
Sequential - Clipboard
This is a method is identical to Sequential - Title Bar with the unique data coming from the clipboard as opposed to the Title Bar. This method works with all applications where a unique piece of data can be copied to the clipboard. For instance a Purchase Order. The file would become the PO Number and as the goods are received and added each additional document would be added to the file with a data stamp.
Two Values - Title Bar
This is a method where the Window Title Bar contains a unique piece of data that is to become a file folder and the prefix of a file name. The rest of the file name will come from a drop down list. With this method the user can relate different document types to a file. This would be similar to a paper file folder with each folder containing the same types of documents. An example would be a loan file, they all have a loan number (file folder) and contain the same document types inside (application, appraisal, title, etc.)
Two Values - Clipboard
This method is identical to "Two Values - Title Bar" with the unique data coming from the clipboard.
Two Values - Keyed
With this method the user selects a unique identifier or enters one. This will become the file folder for the related documents. The user can select a document type from a list or add them as they go. This is ideal for when there is no database to relate the records to but they are related. For instance keeping all files together for different projects. The project name would become the unique identifier. When retrieving the files the user selects the project and then from all of the documents related to the project.