Document Templates
A template lies over the top of an ERM captured document or a document being sent via Output Manager. Templates provide the following functions:
- A template configured for an ERM captured document gives it the appearance of having been printed on a pre-printed form.
- A template used for delivery via Output Manager can be configured to modify the look of a document to show or hide information useful to the recipient.
A template can contain up to three layers:
- Overlay – This layer consists of the standard lines, shading and words that appear on each use of the overlay. Standard overlays include an invoice, check, and purchase order.
- Graphic – This layer consists of a graphic such as a company logo. The logo can be placed on the overlay to create a personalized template.
- Annotation – This layer consists of text, line and redaction annotations. These art files can be placed on the overlay to modify the template for a specific use.
Color templates are supported in DocLink Follow the basic template instructions listed below, but keep in mind these color considerations:
Color TIFF images must meet the following requirements to be compatible in DocLink:
- Utilize a supported color depth. Color depth is a computer graphics term describing the number of bits used to represent the color of a single pixel in a bitmapped image. This concept is also known as bits per pixel (BPP). Higher color depth gives
a broader range of colors.
- 1 BPP - Black & White
- 8 BPP - Also referred to as 8 bit color, renders images in 256 distinct colors.
- Utilize LZW compression. LZW (Lempel-Ziv-Welch) is a compression algorithm used by a number of formats, including GIF, TIFF, PostScript, PDF, Unix Compress, and V.42bis. It compresses repetitive data and does so with minimal computational overhead.
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The higher the BPP the larger the file. Increasing color depth results in higher color quality at the expense of display speed, responsiveness and system performance. |
Color can be added to templates by adding the following:
- Using a Main Overlay that has been created or scanned as a color TIFF that meets the requirements listed above.
- Inserting a color logo or graphic.
- Adding Text, Line and Redaction annotations in color.
Prior to saving your template select the appropriate color depth option from the Properties > Color Depth menu in the Template Viewer.
