Generating Fax output
It is possible to generate Fax output from PReS Connect through the use of PDF/VT output. Here are the details on how to implement such a process.
Required Components
The following components are required in order to output to Fax:
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A PReS Image license which includes PReS Fax.
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A Job Preset adding the appropriate metadata fields
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An Output preset generating a PDF/VT file.
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A PReS Workflow process outputting to the PReS Fax task.
Job Preset Configuration
The following metadata fields must be added to the Metadata Options page:
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FaxNumber: The phone number where the fax will be sent. Often part of the data.
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FaxInfo: The description of the fax in both the PReS Fax dialog box and the fax log file.
Output Preset Configuration
The following settings must be used in the Output Preset:
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In the Print Options, a PDF type should be selected, such as Generic PDF.
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In the PDF Options, the PDF Type should be set to PDF/VT
PReS Workflow Process
Using a Print template
The following Workflow process will produce output from a Print template and fax it.
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The four regular OL Connect tasks to generate print output:
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Execute Data Mapping
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Create Print Content
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Create Job using the above Job Preset.
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Create Output using the above Output Preset. The task's Output Management must be set to be Through Workflow.
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The PReS Fax connector task set to Passthrough (the first "Document" on the list).
Faxing a PDF (as-is)
If the original data file is a PDF that should be faxed as-is (without any changes to its content), the following Workflow process will do that.
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Execute Data Mapping.
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Make sure your data mapping configuration extracts the FaxNumber and Faxinfo values for the document.
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Set the Output Type to Output IDs in Metadata.
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Tick the option to "Bypass content creation". In this case, the Create Print Content task is not needed.
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Create Job.
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In the Job Preset, make sure to create both FaxNumber and FaxOption metadata tags at the Document level, and set them to the corresponding fields from your data mapping configuration.
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Create Output.
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Make sure your Output Preset is set to output PDF/VT.
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The task's Output Management must be set to be Through Workflow.
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The PReS Fax connector task.
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Set the document to None (the first "Document" on the list) to run in Passthrough mode.
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