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Step 3 - Configure your FormTrap Server queues with the correct Associated File handling options

Once the rules for identifying and splitting the documents have been created, FormTrap Server must be configured to use the correct rule file.

Configuring FormTrap Server settings to apply rule files

To configure FormTrap Server:

  • Open FormTrap Server.
  • In the Queue Window, select the queue you want to apply rule files on.
  • On the Processing tab of the Properties Bar, select the appropriate rule file from the Resolve drop down menu.
  • The entries of the Rule file are displayed in the Formatting and Replication box on the right.
  • Double click on the first entry in the list.
  • To add a form, double click on the required entry from the Formatting and replication list, then click on Select forms to select a form from the drop down list. More than one form can be selected, and the bottom tick box for “Form name is embedded into the input data” covers that case (uncommon). Multiple forms print in collating sequence of their names as complete sets covering the entire input file.
  • Select Forms to Add
  • To add a queue, double click on the required entry from the Formatting and replication list, then click on Select queues to select a queue from the drop down list. More than one queue can be selected.
  • Select Items to Include
  • Ensure that you have a form and/or queue selected for each entry in the list.
  • Documents not recognized by the rule file are delivered to the –ID FAILURE – entry. All entries in the Formatting and replication list are defaulted to fail with an error message as they have no forms or queues.
  • Click OK.
  • Click OK

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Configuring Associated File entry options

To configure the Associated File entries options:

  • Open FormTrap Server.
  • In the Queues Window, select the queue you need to configure.
  • On the Processing tab of the Properties Bar, you can see four options for Associated File entries:
    • As well as - all delivery method(s) (email/fax/print) specified in the Associated File as well as those specified in the Queue properties are used.
    • Ignore - the Associated File delivery method(s) in the Form are ignored.
    • Overwrite (recipients of the same type) - If the delivery method specified in the Associated File and the delivery method specified in the Queue properties are the same (e.g. both email) then the delivery option specified in the Associated File is used.
    • Overwrite (all recipients) - Delivery method(s) specified in the Associated File delivery options are used. If there is no delivery method (i.e. recipient) specified in the Associated File, the delivery method specified in the Queue properties is used.
    • Rule options

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