Annotate PDF
- Phil Holtz
Analytics
The Annotate PDF node is available in GlobalCapture and GlobalAction.
The node expects PDF files exclusively. Attempting to provide a document that is not a PDF will fail.
The stamp annotation will render in all Square 9 viewers, but is not editable in any Square 9 viewer.
The Annotate PDF node automatically annotates documents moving through a business process. When applied during the capture process, those annotations are carried into GlobalSearch.
The Annotate PDF node, affixes a stamp annotation to a PDF document. The node will apply a PDF rubber stamp annotation to the target page.
Annotate PDF Settings
Title
A Title is required. A good Title is important because it shows up in the process history and can help with troubleshooting workflow errors. Your Title should be concise and informative.
Description
Provide a Description of your Annotation. Detail the purpose of the annotation, the data included in the annotation, when it should be applied, etc. Description are helpful when revisiting the workflow in the future and by those who did not design the workflow but need to make modifications. The Description will appear in the process history.
Data Validation
The Data Validation checkbox is enabled by default to enforce Data Type or Length settings for Fields. If it is unchecked and there the data is of invalid Data Type or Length, the batch will error in the Batch Manager, but the Node will still extract data and populate a Field. Errors will stack for every Field for which there is a data-settings mismatch. For more information, see the Data Validation page.
Stamp Text
Stamp text is the text that appears in the stamp on the document. This can include plain text or process field data.
Stamp Content
Stamp Content appears in in a separate popup note next to the stamp when you hover over the stamp. This will display the date and time the stamp was added in addition to any content added.
Use {p_fieldName} to add process field data or {mv_fieldName} to add multi-value field data to the Stamp Content.
Page
The page of the document the stamp should appear on.
Font Size
The size of the stamp text.
Document Viewer
GlobalCapture
The stamp will display in the GlobalCapture document viewer but cannot be edited. The hover over stamp content does not display in this viewer.
GlobalSearch Legacy Browser
The stamp will display in the legacy GlobalSearch document viewer but cannot be edited. The hover over stamp content does not display in this viewer.
GlobalSearch Go
The stamp can be moved, deleted, or have alternate text added by double clicking on it but those changes are not saved. Hovering over the stamp reveals the Stamp Content in the popup.
Uses
Annotate a document with an Approved by stamp that included the name of the approver and the date approved. You will need two process fields to accomplish this:
A date type field with format of d to store the approval date.
A character type field to store the user who took action on the document.
Configure your Validate node with the desired actions.
Configure the Set Process Field to populate the date type field with the date and the character type field with the user who took action on the document.
Configure the Annotate PDF node.