Setting up a document provider rule

Create a document provider rule to define the provider specific settings and map variables and keywords to document provider fields.

To create a document provider rule for a document provider:

  1. Start the Document Provider Rules (ttrpi2558m000) session.
    You can start the session directly or through the Document Providers session.
  2. Add a document provider rule for the document provider. Specify this information:
    Document Provider
    Specify the provider the rule belongs to.
    Is Default
    The default rule yes or no.
    Condition Expression
    The expression to be validated when this is not the default rule.
    Document Type
    The document type to be used.
  3. Save this record.
    On the Variables tab, a several variables are created with a blank expression.
  4. Specify the expressions or browse and select the correct document provider field.
  5. Click Validate to validate the settings for the document provider rule.

    Check whether the document provider rule is validated and compiled successfully. When valid you are ready to use the Document Provider to add documents to Document Output Management.