Instance Properties

The proper usage of Instance Properties inside discrete and static documents.

Instance Properties allows you to indicate specific print instruction that are needed at a document level, these properties are:
AttachmentInstructions Allows you to input specific instruction for any attachments that are required.
AttachmentRequired Boolean value to indicate that there is an attachment required.
BRE Boolean value indicating there needs to be a Business Return Envelope (BRE).
Choose Adds a Choose rule to the selected element.
ColorPaperColor Allows you to select a specific color of paper the document needs to be printed on.
ColorPaperRequired Boolean value if the document is to be printed on color papered.
Condition Adds a Condition rule to the selected element. In order for the content to appear the PTR needs to meet the INCLUDE statement
ConditionInverse Adds a ConditionInverse rule to the selected element. This is te opposite of Condition: when using this element, if the PTR does not execute the INCLUDE statement, content wrapped in this element will appear.
CustomerPrintingInstructions Allows you to add specific instructions for the customer when printing the document.
CustomerPrintingRequired Boolean value to indicate to the customer they are required to print a document.
InactiveContent Used to contain obsolete content, or content that otherwise you wish to retain but not publish.
InsertInstructions Allows you to specify specific instructions for any inserts that are needed.
InsertRequired Boolean value that indicates if there is an insert required.
Iterator Adds an Iterator rule to the selected element. Adding an Iterator rule creates a precedence override on the selected element.
Note Adds a child Note element to the selected element
PrintingOption Provides four different ways to print the document on the paper:
  • DuplexLong
  • DuplexShort
  • Simplex
  • NotSpecified (Default).
RecordingInstructions Allows you to specify instruction to how the document needs to be recorded.
RecordingRequired Boolean value to indicate that the document has to be recorded.
RegistrationInstructions Allows you to indicate any specific instructions on how the document has to be registered.
RegistrationRequired Boolean value to indicate that the document needs to be registered.
RestoreScope Allows you to restore the scope of the InstanceProperties element. You must provide a name in order to identify the RestoreScope element.
SaveScope Allows you to save the scope of the InstanceProperties element. This allows you to iterate over another element and restore the scope afterwards.
Important: Print fulfillment is provided only through Wolters Kluwer.

Dynamic Document Instance Properties

While inside a dynamic document, you can add the InstanceProperties under the Instance Element. Here you can add the different child elements listed above. After the element is added you have the ability to modify the boolean or text values.

Note: Existing attributes that are not converted will remain supported for the foreseeable future.

Converting Instance Properties

To allow for conditional values for attributes of existing Instance Properties, you can convert them to elements. This allows you to provide conditions for any of the properties.

To convert existing attributes to elements, select Convert Attributes to Elements from the Instance Properties context menu.

Using this command causes all existing attributes to be converted to elements. Conditions can be applied to each element as desired.

Note:
  • The Convert Attributes to Elements command appears only if there are no child elements under the InstanceProperties element and has existing attributes to convert.
  • After the existing attributes are converted, they are removed from the document.

Static Document Instance Properties

Static documents have a tab called 'Instance Properties', in this tab you have access to all available attributes.

There are attributes that have values already assigned to them. These are the default values for the specific attributes. Inside the Property Value column are options to either change the boolean values or add text to the boxes.
Note: Override functionality exists for elements that are read-only, identified with a gray background. When attempting to change the value of one of these elements displays the following prompt:
Modifying this will create a precedence override on InstanceProperties Element.
Do you want to continue?