File to Image-Master - Formatting  for Automatic Recognition

File to Image-Master - Formatting for Automatic Recognition

File to Image-Master uses a specially formatted comment block (using the WordPerfect Insert Comment feature) to identify the start of a document and the filing information that should be used when it is filed in Image-Master. In order for File to Image-Master to be able to distinguish the end of one document and the start of the next document, the File to Image-Master comment block must be placed somewhere on the first page of each document.

Comment Block Structure

The first line of the comment block must contain the text: "File to Image-Master" to identify the comment block as containing File to Image-Master commands and filing information.


There can be only one File to Image-Master comment block in each document. It must be placed on the first page in order for File to Image-Master to be able to separate the individual documents from the merge.


The second line must contain either "Autosave=Y" or "Autosave=N". For multiple-document merges "Autosave=Y" is the appropriate selection. For more information on the AutoSave feature, see "Advanced Concepts - Automating the Document Filing Task."


The third and subsequent lines should contain filing field assignment expressions in the general form:fieldname=value


Certain symbols are prohibited in literal values. In particular, quotation marks are prohibited.

  • In order to specify a character or text string, prefix the string with a forward slash "/".

  • Literal date strings should be enclosed in curly brackets "{}".

  • Numeric values do not need special delimiters.

Comment Block Example 1 (for use with the SAMPLE Database included with Image-Master)

NOTE: Collection-Master Users: See Comment Block Example 2 for an example that is appropriate for the CLS000 Database.

In this first example, the FDATE field value is not preceded by a literal slash. In this case, the FDATE field is an Image-Master date field that gets its actual value from an Image-Master internal function at the time the document is filed.

File to Image-Master
Autosave=Y
Name=/FIELD(4)
Address=/FIELD(5)
FDATE=DATE()

Comment Block Example 2 (for use with the  Collection-Master (CLS000) Database included with Image-Master)

Merge to ImageMaster
Autosave=Y
FILENO=/FIELD(8)
CMT=/FIELD(500)
CODES(NESTMACRO(MTICMT))

 

The MTI-FLDS.FRM form document is a nestable WordPerfect form that contains a preconfigured template for merging with Collection-Master Databases. Place a WordPerfect NESTFORM(MTIFLDS.FRM) merge command in either LHEAD.60, in PLEADDAT.60, or in individual forms in the forms library as desired. WordPerfect comment blocks were chosen because they are saved with the document but do not print on paper, and they do not affect the formatting of the underlying forms.

NOTE: The MTI-FLDS.FRM uses Collection-Master field code #500 for the Document Description field. This field code is new and is supported in Collection-Master 6.0 and higher. Field code #500 exposes the document description defined under [1-7] in Collection-Master.

NOTE: The previous Comment Block example and the MTI-FLDS.FRM template is one approach for meeting the requirements for File to Image-Master. There are many other approaches that would achieve the same goals. In particular, the NESTFORM(MTI-FLDS.FRM) could be performed at the form level rather than the wrapper level, and MTIFLDS.FRM could be enhanced with conditionals using the extensive WordPerfect macro and merge language.

Related Topics

File to Image-Master Introduction