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Creating a Processed Data Export Job (Export Processed Data/New Process Export Job) Rename Template- displays the Edit Template Name dialog. Enter a new Template name and click OK. Edit Template - displays the Edit Template name dialog. A different name may be given and the Type can be changed. If the type is changed to Client Template, the dialog expands to display a Client drop-down list where a different Client can be selected. If the type is changed to System Template, the dialog collapses to hide the Client drop-down list. Delete Template - A Delete Confirmation dialog appears prompting a decision to delete the template. Click Yes to delete the template. View Template - Opens a dialog with the selected Template in the title bar and shows the fields assigned for that template. Click Close when through viewing the fields. : Moves the Standard Fields from the Available Fields box to the Selected Fields box. : Allows the loading of only selected export fields from a previously saved .INI file. The Fields from Export Settings come from the .INI file which you can optionally load when creating a new export job. : Opens the Insert Custom Field dialog where you can create new group fields and new user fields. Inserting Custom Group Fields is discussed in the section, Inserting Custom Group Fields on page 7-27. Use and to change the order of the fields in the Selected Fields box. Select a field (or contiguous fields) and then use either arrow to reposition it (or the selected fields) accordingly. Inserting Custom Group Fields You can group several Ipro eCapture fields into a single field in the export file. For example, you can group the Author and Manager fields to create a group field called authorgroup. www.iprotech.com 877-324-4776 Ipro eCapture User Guide Q1 2014 7-121
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