Stamping

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

Figure 104: Document types – stamping

To configure a stamp for the document type

Before proceeding, the stamps you want to add must exist and be already set up in the system configuration. To achieve this see Stamps configuration, which will also help to understand some steps below.

  • Click Add Stamp.

  • Select an existing stamp from the appeared window.

    • Note that each stamp is of a certain type according to the related system configuration, and one possible stamp type is the “print label”:

    Only one print label can be added to a document type!

  • You can adjust the order of the stamps in this list, but this has no further effect on the actual stamp result:

    • Click on a stamp and then use the arrow buttons to shift the stamp up or down.

    • Reorder stamps in the list using drag and drop.

  • Click Only available for External Systems to enable 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”. 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”. By default, conditions connected by "or" retrieve results that match any condition. To change the connection, click Swap AND/OR.

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

  • To delete a stamp, click Remove Stamp.