Methods

There are three methods you can use to create Document objects in Batch Builder:

1. Manually create objects from template. This is best when you have only one or two Document objects to work with. In this scenario you generate an object structure in BB for each object and then copy files into the structure (can be done outside BB). See Section 9.2 for the procedure.
   
   
2. Automatically build objects from template. This method is best for large batches of objects (over 10 objects). In this scenario BB generates object structure for each of your objects and moves files into object directories. Before this can happen you need to rename your files to add special "object name" file prefixes or provide mapping files that associate files with their objects. Automatically build objects from template. This method is best for large batches of objects (over 10 objects). In this scenario BB generates object structure for each of your objects and moves files into object directories. Before this can happen you need to rename your files to add special "object name" file prefixes or provide mapping files that associate files with their objects. See Section 9.3 for the procedure.
   
   
3. Manually create objects without using the template. In this method, rather than using the template, you fill out object and file metadata and create object directories for each individual object one-object-at-a-time. This method is useful when object properties such as Owner Code, Billing Code and URN authority path are different for each object. Because this option will be rarely used, it is not currently documented

Accepted Formats

Files of the following formats are accepted in Document objects:

• Portable Document Format (PDF)
• PDF/A
• PDF/X
• DOC, DOCX (Microsoft Word)
  
• WP, WPD (Word Perfect)
  
• EPUB
• RTF