Formax MailDoc Professional Installation/Setup Guide, Rev User Manual

10/2014INSTALLATION / SETUP GUIDESECOND EDITION

You will also need to enter the following information:• Output File: Enter the lename and location for your processed PDF documents with OMR/BCR add

When you have made your selections, click “OK” to display the imported documents.7

Once the document opens, you will need to select your group eld. The group eld is the unique information used to determine where a document begins a

GROUPING CRITERIAGrouping criteria can be used when a repeating value is not present on each page. For example if there is no invoice number availabl

SELECTING INSERT & DIVERT FIELDSMailDoc Professional allows you to mark selective inserts and diverts for your document based on the criteria you

Use the mouse to create a box around the information to be used for each insert and divert, then click the Properties button.The Properties box allows

The Boolean conditions available are described below.Operator Field Command= Numeric Number in the box equals the comparison value.> Numeric Compar

E-MAIL SETTINGSMailDoc Professional can e-mail invoices directly to customers at the end of the sorting process. To utilize this feature the e-mail ad

Highlight the area containing the e-mail information. In the example below the box containing the e-mail address is larger than the e-mail address pr

The “Criteria for Divert to File” will open. The “Selection” box contains the information selected on the previous screen. In the “Divert Conditions”

Check the “E-mail Divert Files” box and then press the “E-mail Settings” buttonsEnter your sender e-mail information along with subject and message.

SAVING YOUR SETTINGSOnce you have completed the selective inserts, diverts, grouping settings etc., you can save your job by using the “File/Save”, “F

PRODUCING THE MARKED DOCUMENTTo process your document, select “Process” from the menu bar.Once the “Process” screen appears, you can click “Start” to

The Summary Report will appear on the screen once the le has been processed and marks have been added. The Summary Report for this job is displayed b

SETTING OMR MARK DEFINITIONSTo change the current mark denitions or to create a new set of denitions, select OMR Mark Denitions from the Tools menu

Mark Length – Sets the length of the OMR marks.Mark Weight – Sets the width of the OMR marks.XSpacer – Denes the distance between each subsequent mar

Use the elds on the right hand side to assign your inserter’s supported marks to a relative position within the mark sequence. The sequence of marks

SETTING OMR MARK LOCATION FOR NON-FORMAX INSERTERSOMR Mark size spacing and positions can easily be adjusted to meet the requirements of non-Formax In

SETTING BCR MARK DEFINITIONSTo change the current mark denitions or to create a new set of denitions, select “Mark Denition” from the “Tools” menu.

• N of M: Security feature that ensures the correct number of sheets are accumulated and inserted. N = the sheet # and M = the # of sheets in each s

Copyright 2014 FORMAX All rights reserved.FORMAX, PublisherNo part of this documentation may be copied, photocopied, reproduced, translated, microlme

Opening Saved Files and TemplatesTo open a saved le or template, select “Open” from the “File Menu”.Product UpdatesProduct updates are available peri

INSTALLATIONSystem RequirementsPC Hardware SoftwarePentium 2GHz PC with 1 GB RAM or higher Works with any Windows® compatible printer (Prints to multi

3. Select program group and press “Continue”4. Installation will begin.5. Press “OK” when installation has completed to begin using MailDoc Profession

PRODUCT REGISTRATIONTo begin using MailDoc Professional the product must be registered with the Serial Number pro-vided. When rst opening Maildoc a r

ABOUT MailDocTM ProfessionalMailDocTM Professional adds OMR or BCR marks to your PDF documents, invoices and statements that are required by OMR/BCR e

ADDING MARKS TO THE FILESelect File/New to create a new job or File/Open to open a previously saved job or template.File vs Folder Option for Input Fi