Storage of Originals

The Storage of Originals tab tells PAS what to do with the original PDF files before processing them. Use this tab to save copies of the PDF files locally or to route them to another location before processing them. This tab has the following settings available:

Note: If you do not set a location for the original file it will be deleted once processing has been completed.

Change the File Name

Use this section to set how the file name of the original file is handled before being saved to a new location.

Renaming Options

Start with the current file name: You may use a file name based on the existing file name with some simple modifications. You may specify one string of characters to be removed. If that string is found and deleted, then the replace string will be inserted at the same location. You may also specify a prefix to use at the start of each name, and a suffix to place at the end.

If Present Remove: the text you wish to be removed from the file name if present
And Replace With: the text you wish to replace the text removed above with
Add a Prefix: the text you wish to add to the beginning of the file name
Add a Suffix: the text you wish to add to the end of the file name

Replace with new file name: You may replace every incoming file name with a new name. This is useful in some E-Mail situations. If you use this option in other situations, consider appending a counter or time stamp to prevent name conflicts.

File Name to Use: The exact file name you wish to use (excluding extensions such as .pdf, .jpg, etc... as these will automatically be added by the process)

Tracking Options

Append date and time stamp: You can add a date a timestamp to the file name as well. This will be added to the very end of the file name based on the options set above.

_YYMMDD_HHMMSS: appends a 2 digit year, 2 digit month, 2 digit day, hour (in 24 hour format), minutes, & seconds (i.e. Mar 4th, 2016 02:05:39 = "_160304_140539")
_YYMMDD: appends a 2 digit year, 2 digit month, & 2 digit day (i.e. Mar 4th, 2016 02:05:39 = "_160304")
_HHMMSS: appends the hour (in 24 hour format), minutes, & seconds (i.e. Mar 4th, 2016 02:05:39 = "_140539")

Append an incriminating counter: If you have elected to append a counter, then as long as this value is zero (0) the counter will continue to increment as each file name is prepared. If you set this to any positive integer, then the next time a file name is prepared the new value will be used and the counter will increment from there.

Start Value: the starting number of the incremental counter when the task is started
Total Digits (zero pad): the number of digits to use in the counter using zeros as padding. For example: if set to 4 digits and the current count value is 15 it will display as "0015"

Save the File to a Folder

Use this section to have the original file saved to a local directory on the server.

Location

Folder Path: the full path to a local directory (on the server) to watch for files.

Note: This directory is local to where the server is running not the PAS Manager and so the file path must follow the format set by the OS of the server.

Name Collision Logic

When a prepared output file has the same name as an existing file the existing file could be overwritten. You may choose to have a unique name created by appending a numeric or alphabetic counter to the end of the file name. Be careful when using the overwrite option.

Add a Unique Numeric Suffix: appends a unique number to the end of the file that will increment by 1 for each occurrence (i.e. _1, _2, etc...)
Add a Unique Alphabetic Suffix: appends a unique letter to the end of the file for each occurrence (i.e. _A, _B, etc...)
Overwrite the Previous File: Overwrites the existing file in the original storage location that contains the exact same name

Post the File using FTP

Use this section to send the original file to a directory on an FTP server.

Destination

Server: the host name of the FTP server, such as ftp.example.com

Folder: the directory on the FTP server to watch for files

User: the user name to access the server

Password: the password for the user set above

Name Collision Logic

Add a Unique Numeric Suffix: appends a unique number to the end of the file that will increment by 1 for each occurrence (i.e. _1, _2, etc...)
Add a Unique Alphabetic Suffix: appends a unique letter to the end of the file for each occurrence (i.e. _A, _B, etc...)
Overwrite the Previous File: Overwrites the existing file in the original storage location that contains the exact same name

Send the File in an E-Mail

Use this section to send the original file in an e-mail.

Recipients

Send List: the "To:" field when sending the email. Multiple email addresses can be entered by using a comma and a space (i.e. john@example.com, jane@example.com)

Copy List: the "Cc:" (carbon copy) field when sending the email. Multiple email addresses can be entered by using a comma and a space (i.e. john@example.com, jane@example.com)

Importance: sets the importance of the email being sent. Can be set to Low, Normal, or High

Sensitivity: sets the sensitivity of the email being sent. Can be set to Normal, Personal, Private, or Confidential

Content

Subject: subject line of the email being sent

Message: message to be sent with the email. The message will be sent as plain text in the body of the email.