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For each document, the name of the document can be entered (this is what will appear on menus). The filename of the template to use when printing must be selected - a browse button is available for easy selection of the available XML documents in the RX-XML folder. The destination of the document is specified using an LPT port - recall that the routing of any specific LPT port is configurable by workstation (in the Workstation Setup under Supervisor). For each document, indicate when it should be printed, and for what kinds of jobs. In the example below, the document is configured to print automatically only for toric uncuts, at OE at the same time as the work ticket.
Documents For Certain Types Of Jobs
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- Main Document List
- Customer Account
- Addon Code
- Digital Type (if applicable)
- Lens Style
- Customer/Digital Vendor (if applicable)
- Customer/Lens Style
- Order
- Shipping Method
Some examples of documents for specific jobs might be:
- a verification ticket for a specific digital vendor
- a warranty card for a specific lens design
- a warranty card for a specific coating (a premium AR for example)
- a mailing label for a certain customer(s)
- a shipping label for a specific shipping method
Document For Specific Lens Style (Verification Ticket, Warranty Card)
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To select this type of printing, on each customer screen, the lab would set up the document to print, just for the digital vendor desired. On the customer screen, on the Overrides tab, is , are 3 different ways to print a document for a customer. First, the "Additional Documents" button , which will pop the document setup screen for all jobs for this customer. To add a document just for a specific digital type, right-click in the "Digital Type" window and add a document there. To add a document just for a specific lens style, right-click in the "Lens Style" window and add a document there. For this example, we will right-click inside the "Digital Type" window, to add a verification ticket in English for Crossbows jobs only:
After right-clicking inside the "Digital Type" and "Add Document Override", we create the entry for the English Crossbows document for Crossbows designs only: 
For this a different customer, the lab could specify the English Crossbows document for example:
This shows
The Addon Code database and Digital Type database, Overrides tab, have also been changed to add the "Additional Document Overrides" button. The Surfacing Options (F12) screen in Order Entry has also been changed to add the new button.
The Customer Account database, Overrides tab, was changed to add a new button "Additional Document Overrides by Account" as well as two new list boxes; Customer/Digital Type and Customer/Lens Style.
The documents will print automatically whenever a work ticket is printed or during shipping dependent on the above rules. The documents can also be printed or viewed ad-hoc from Customer Service by right-clicking on the order and selecting the appropriate document.
we could choose to print the Spanish document, again, just for Crossbows digital jobs:
When a Crossbows Digital job is processed by the digital processor for customer #1, an English verification ticket will be printed along with the work ticket; when a Crossbows Digital job is processed by the digital processor for customer #2, a Spanish verification ticket will be printed along with the work ticket.
Other Additional Documents
Documents can be automatically printed for specific addon codes, or for specific digital vendors, etc. The means of configuring the document and the rules is the same; just use the appropriate screen from the addon screen, digital vendor screen, etc.
It is also possible to add a document to an order; the "Additional Document Overrides" option is on the "Overrides" tab of the F12 screen in Order Entry.
Reprinting Additional Documents
All additional documents can be either viewed or printed from the customer service screen. After finding the order you wish to view or print an additional document for, right click the order, and then select "View Additional Documents" or "Print Additional Documents". In each case, a sub-menu will show all of the available documents that are configured in your system.