Stamping

The stamping configuration allows you to set stamps for a specific document type and to configure stamp actions and conditions.

Figure 98: Document types – stamping

To configure a stamp for the document type

  • Click Add Stamp to enable the stamping feature for the document type.

  • Select a stamp from the appeared window. The list contains all currently defined stamp configurations; see chapter Stamps configuration for more information.

    • Only one print label can be added to the document type. Print labels do not support any settings.

  • You can adjust the order of a stamp to change the priority, by clicking the arrow buttons right next to the stamps' list. The selected stamp will be shifted up and down correspondingly. You can also reorder stamps in the list using the drag-and-drop functionality.

  • It is possible to configure the stamping functionality by selecting the corresponding check boxes. The following options are available:

    • Default: The setting has no function. Each stamp is applied if its condition is met.

    • Only available for External Systems: This enables the use of a stamp via the web service.

  • It is possible to limit the stamping functionality to certain actions by selecting the corresponding check boxes. The following options are available:

    • Display (Viewer)

    • Export

    • Download

    • Print

    • Send Mail

    This functionality allows you to configure a document type to only stamp documents in case they leave a system but still show the original in the internal viewer.

    The actions apply only to the client. In case documents or attachments are accessed externally (e.g. via a web service), the stamp is always applied. In case of showing an attachment via ImageMaster URL Access (see [SM URL Access] for more details), the stamp is applied if the option Download is selected.

  • Click Add Condition. The condition builder panel will be displayed:

    • If the selected document type contains no attributes, the condition can not be configured and the functionality is disabled.

  • Select an attribute of the specified document type from the list. Hidden attributes are not available.

  • Specify search criteria by choosing a comparison operator and setting your desired values.

    The available comparison operators depend on the selected attribute type.

  • Optional:

    • Select Placeholder

      Click the icon to specify the placeholder for the attributes. The option is supported for the attribute types "date/ dateTime" and "string". Select the available options in the appeared window and click OK:

      • The specified value will be set as a placeholder for the corresponding attribute.

    • Negate

      Select the box to apply the logical operator "not" to the whole condition. The negated condition effects the opposite truth value.

    • Ignore Case

      By default the search is case-sensitive. Select the box to deactivate case-sensitive search.

  • Optional: Add further search terms by clicking Add Term:

    • Terms can be connected by Boolean operators “and” (default) as well as “or”, so by default each term connected with “and” further reduces the result set. To change the connection click Swap AND/OR.

    • Connection operators are evaluated in order of appearance.

  • To delete the term, click the minus icon nearby.

  • Optional: Click Add Condition to specify additional conditions. Conditions can be connected by Boolean operators “or” (default) as well as “and”, so by default conditions connected by "or" retrieve results that match any condition or all of them. To change the connection click Swap AND/OR.

  • To delete the condition, click the minus icon nearby.

  • To delete a stamp, click Remove Stamp.