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Configuring rendition merging options

The rendition merging options specify how related source documents are rendered and merged together into a single Adobe PDF rendition.

Notes

To configure the rendition merging options:

  1. In Meridian Enterprise Server Configurator, in the Data Exchange group, click Jobs. The All Jobs page appears and lists the existing publishing jobs. The jobs are grouped by the name of the computer (cluster node) to which they have been assigned.
  2. Double-click the publishing job that you want to configure. The Overview page appears.
  3. On the menu, click POST RENDERING. The Post Rendering page appears and lists the watermark profiles that have been specified for the job. To configure a watermark profile, see Configuring rendition watermarks.
  4. In the header, click MERGING. The rendition merging options appear.
  5. Click options or type values using the descriptions in the following table.
Rendition merging options
Option Description

Enable merging

Activates rendition merging for the selected publishing job.

LINKING group

Link document with

Select Property to merge renditions that are related by the same property value of the source documents. Select Reference to merge renditions that are related by the same reference type of the source documents.

Reference types

This option is available only if the Link document with option is set to Reference. This merges the renditions of the source documents that are related to the submitted document by the selected Meridian Enterprise references types. Select the references types in the list that link together the documents that you want to be included in the merged rendition.

To select the reference types:

  1. Click SELECT. The SELECT REFERENCE TYPES dialog box appears and lists all of the available reference types.
  2. To filter the list to show only similar reference types:

    1. Type the beginning of a reference type name in the filter box. The search operator that will be used is Starts With.
    2. Click the search icon . The list refreshes to show the results of your filter.
    3. To reset the filter results, clear the filter box and click the icon again.
  3. Select the reference types and then click OK. The selected names appears as the option value.

To remove the current reference types:

  • Click CLEAR. The reference types are removed.

Below this option, select an option to control which referenced documents to include: Referenced by the main document, That reference the main document, or Both reference directions.

Property name

This option is available only if the Link document with option is set to Property. This is a property name that is common among the source documents to be rendered and merged. The documents must have a value for this property in order to be processed.

To select the property:

  1. Click SELECT. The SELECT PROPERTY dialog box appears and lists all of the available properties.
  2. To filter the list to show only similar property names:

    1. Type the beginning of a property set name or a property name in the filter box. The search operator that will be used is Starts With.
    2. Click the search icon . The list refreshes to show the results of your filter.
    3. To reset the filter results, clear the filter box and click the icon again.
  3. Click the name of the property that you want to use and then click OK. The selected name appears as the option value.

To remove the current property:

  • Click CLEAR. The property name is removed.

Comparison operator for included documents

This option is available only if the Link document with option is set to Property. This determines whether property values match so that renditions are merged. In the list, click the name of the operator to use to compare the property values. If the Contains operator is selected, the property values of the included documents must contain the entire value of the submitted document. If the Equals operator is selected, the property value of the included documents must exactly match the entire value of the submitted document.

GROUPING group

Include the main document

Merges the rendition of the submitted document with the renditions of the documents that are related by the options on the Linking tab. If disabled, only the renditions of the related documents are included in the merged rendition. This option is useful for merging the renditions of the documents that are linked to a Meridian Asset Management Module object that has been submitted for rendering.

Place the main document first in each group

Places the rendition of the submitted document first in the merged rendition followed by the renditions of the related documents. The order of the related renditions is determined by the sorting options. If disabled, the position of the rendition in the group is also determined by the sorting options.

Limit each group to a maximum number of documents

Limits the number of related documents that are rendered and merged into each output file. If the number of related documents exceeds the number specified for Maximum number, they are ignored.

Maximum number

Type the maximum number of documents to include in the rendition group.

Sort by the document name

Places the renditions in the output file in alphabetical order according to the names of the source documents.

Sort by this property of the main document

Places the renditions in the output file in alphabetical order according to the values of the selected property for the source documents.

To select the property, perform the steps listed for the SELECT command in the preceding option.

  1. Click SAVE.

Related concepts

About post-rendition processing

Related tasks

Configuring signature pages

Creating a signature page template

Configuring rendition watermarks


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