Automation configuration screen

To access the automation configuration screen:

• From PlanetPress EnvelopeNOW: Click on the Preferences button (), then click the Scheduler button.
• From the automation tray icon (when running): Right-click on the tray icon and click on Set Automation Processes.

To start and stop automation:

From the Automation Configuration screen, use the Start/Stop Automation Session slider to start and stop automation processing.

To pause and resume automation:

From the Automation Configuration screen, use the Pause/Resume Automation Session slider to pause and resume automation. When you pause automated jobs, they will remain in the buffer and resume as soon as you resume automation.

To add a new automated job:

1. From the Automation Configuration screen, click on the  button next to the Automated Jobs list. A new line is added to the Automated Jobs list.
2. Click on the Job Source drop-down and select either Browse... or a printer queue.
   • If you select Browse..., a browse dialog appears to let you indicate the folder where you want to capture your PDF jobs.
   • If you select a printer, any job printed to it will be captured. Please see Select a configuration file and sample document for information and limitations on capturing a printer queue.
3. Click on the Project drop-down and select the project you want to use for all incoming jobs.
4. Click on the Save button.

You can add as many automated jobs as you want.

To delete an existing automated job:

1. From the Automation Configuration screen, click on the job you want to delete in the Automated Jobs list.
2. Click on the button.
3. Click on the Save button.

Limitations of automation

Folder monitoring

When you select a folder with Browse... in the Automated Jobs screen, the PlanetPress EnvelopeNOW automation will watch this folder and capture any file that is sent to this folder. However, some limitations are present:

• Only PDF files can be compatible with automated jobs.
• No validation is made in the folder to capture PDF files only - any file placed in this folder will be captured.
• Only local, unshared folders can be monitored. Network folders and shared folders will not be monitored.
• Sub-Folders are not monitored.

Printer Queue Capture

When you select a printer name in the Automated Jobs screen, the PlanetPress EnvelopeNOW automation will capture any job sent to this printer from any application. However, some limitations are present:

• The same limitations as capturing a sample file to create a project or print a job are present. Please see Select a configuration file and sample document for these limitations.
• Only printers installed locally on the computer can be captured from.
• Shared printers will not be captured.

For these reasons, we strongly suggest using the EnvelopeNOW Printer, which was installed at the same time as PlanetPress EnvelopeNOW, to capture your jobs.

Error Handling

If an error occurs during processing for any reason, the file that caused the error will be sent directly to an error folder that is located in your computer under My Document/PlanetPress EnvelopeNOW/Error. The PDF File can be reprocessed either by placing it in a monitored folder, or by using the Print Job option from the PlanetPress EnvelopeNOW Home Screen.