In addition to the default stamps, you can use the Stamps module (Company Workspace > Admin mode > Configuration > Stamps) to import the stamps into Unifier for use.
Your custom-stamps can include Data Elements (DEs) which are used on Business Process (BP) and/or Document Management Attribute form (File Properties).
When you add markups on Comments in Unifier, you can include stamps onto the documents as Markups, also.
When creating your custom stamp, you can include the DEs that you want to be enabled to read data from Unifier. You must mark the included attributes with properties of "Read" or "Read-Once" in Stamp properties, and ensure that the attributes names match the DE name in Unifier, exactly.
To import your custom-stamp into Unifier go to: Company Workspace > Admin mode > Configuration > Stamps > Import and follow the prompts in the Import Stamps wizard. The Import Stamps wizard contains information about the stamp name, background image, size, and status. The system lists all referred files, and their images, for you to upload. Once you upload all the needed files, you can click Import to import the stamp files and their background images.
Note: If a stamp file exists in Unifier already, Unifier will not let the user to import the file again.
On the Stamps screen you can use the gear menu to delete an existing stamp.
Note: Before including an attribute onto a stamp, which needs to read data from Unifier Data Elements, you must include the DE into the DE section of the stamp. (Click on the DE button in the stamp, on the Stamps screen, search for the DE, and then include the DE in the selected DE section.
The following Attribute properties from the Stamp are currently supported in Unifier:
- Read
If you assign Read as the property of an attribute, then AutoVue reads the value from the Document DMS properties in Unifier. The stamp reads the value from the DMS properties every time the stamp is opened.
- Read Once
If you assign Read Once as the property of an attribute, then AutoVue reads the value from the Document DMS properties in Unifier. The stamp reads the value from the DMS properties only for the first time (when the stamp is put onto the document).
- Hidden
If you assign Hidden as the property of an attribute, then the system does not display the attribute value onto the stamp but stores the value onto the stamp.
- Edit
If you assign Edit as the property of an attribute, then you will be able to edit the property value on the stamp (double-click the stamp or use the properties of the stamp).