Specifying the structure of documents and pages within the batch

In addition to creating page types for each document type, you need to configure rules and variables for the pages and documents.

About this task

Car Rental document
  • Rental Agreement page
  • Optional Insurance page
Flight document
  • Air_Ticket page
Hotel document
  • Room_Receipt page

The business requirements specify the following rules for the structure of each document type:

Table 1. Structural rules for each document type
Document type Number Required? Order
Car Rental Any number per batch No Any position within batch
Rental Agreement One per document Yes Must be first in document
Optional Insurance One per document No Cannot be first in document
Flight Any number per batch No Any position within batch
Air_Ticket One per document Yes Must be first in document
Hotel Any number per batch No Any position within batch
Room_Receipt One per document Yes Must be first in document
Within the document hierarchy, the following variables define the structure of the batch. By using these variables, you can define the structure of the batch.
Table 2. Variables defining the structure of the batch
Variable Description
Max Maximum number of objects of this type for each parent object. 0 means no maximum; 1 means Datacap creates a new document each time it encounters a page of this type, and so forth.
Min Minimum number of objects of this type for each parent object. 0 means no minimum; 1 means there must be at least one, and so forth.
Order Position of this object relative to other child objects of the same parent. 0 means any position.
Table 3. Batch structure variable values for each document type
Document type Max Min Order
Car Rental 0 0 0
Rental Agreement 1 1 1
Optional Insurance 1 0 2
Flight 0 0 0
Air_Ticket 1 1 1
Hotel 0 0 0
Room_Receipt 1 1 1

To specify the structure of documents and pages within the batch:

Procedure

  1. Confirm that the document hierarchy is still locked for editing.
  2. Right-click the Car_Rental document node and choose Manage variables.
  3. Set the Max, Min, and Order values (The Car_Rental document is 0, 0, 0.), and click Done.
  4. Right-click the Rental_Agreement page node and choose Manage variables.
  5. Enter the Max, Min, and Order values. (The Rental_Agreement page is 1, 1, 1.), and click Done.
  6. Repeat for each of the remaining document and page types.
  7. Click Save.