Every document in Barr EOM has metadata associated with it. This can range from obvious items like document name and type, to finishing options like stapling and binding. All of these are called document properties. Some of the properties are editable, while others are shown only for informational and reporting purposes. When setting up Barr EOM, administrators configure which document properties are active, their display names, and their default initial values.
These document properties are critical to the operation of the product. They can be used for conditions in Business Rules, which means they can determine what path a document takes through Barr EOM. They can also be used as criteria for searches, queries, and filtered views.
There are a number of ways to populate document properties. On the Source side, administrators can configure “hard-coded” properties that are then assigned to every document that comes through the respective Source. Or, they can set up an advanced job ticket profile that specifies potential sources of the properties, such as a ticket in front of the job.
Document properties can also be populated using the Set Document Property action in Business Rules. This is very useful in scenarios where a table lookup is desired. Finally, the most sophisticated way to set a document property involves parsing the actual document and extracting text found in certain pre-defined spots. For instance, if the account number appears in the top left corner of a certain page, Barr EOM can parse the document, extract the value, and populate a document property with it.
Barr EOM - Document Indexing
