Using Overflow pages with EmbeddedPDF REQ documents

Overview

During document generation, data populates data fields at runtime. Any discrepancy between transaction data received and the properties of the fixed data fields is handled by overflow rules including overflow to a target (an addendum, for example). Other mechanisms to accommodate data overflow include truncated text and reduced font size.

EmbeddedPDF document functionality has been updated to handle the amount of characters that can appear in the PDF, through the creation of overflow pages.

EmbeddedPDF documents can be generated as standard or Tagged PDF's.

ContinueOnOverflowPage

When selecting the ContinueOnOverflowPage option, data from the source field flows to a destination field on the Overflow page when the number of characters exceeds the limit established in the source field.

How ContinueOnOverflowPage functionality works:
  • The Expere Engine analyzes whether the data specified in the "source field" in the REQ fits within the existing parameters of the field; if not, excessive data carries or "overflows" to a "destination page" on the overflow page. The "source field" populates as much data as possible and indicates additional data appears on the overflow page through the presence of an asterisk (*) plus the Forwarding Message value and Overflow Description values specified in the REQ (if applicable).

ReduceFontAndTruncate

When ReduceFontAndTruncate is specified in the Behavior dropdown, the text font size is reduced in size down to 8 point font at minimum. If text still does not fit at 8 point font, then the text will be truncated.

How ReduceFontAndTruncate functionality works:
  • The Expere Engine analyzes whether the data specified in the "source field" in the REQ fits within the existing parameters of the field; Expere will then reduce the font until the string fits into the source field (to a minimum of 8 point font) or truncates the remaining text.
Note:
  • The ReduceFontAndTruncate option should not be used with recordable documents.

PrintEntireContentOnTheOverflowPage

When PrintEntireContentOnTheOverflowPage is specified in the Behavior dropdown, the entire value specified for the source field would appear on the overflow page. If a Forwarding Message value is specified, it appears in the source field in the document.

Note:
  • If Expere determines that the transaction value can fit in the source field then the overflow page is not used.
  • Expere will throw an error if the Forwarding Message value does not fit within the parameters of the source field.

Truncate

When Truncate is specified in the Behavior dropdown, any text that exceeds the source field is truncated.

Note: Truncate should not be used on Recordable documents.

Overflow Pages

This section contains more information about how Overflow Pages are used.

An Overflow Page is created when data exceeds the "source field" capacity. If the remaining data cannot fit in the "destination field", a subsequent overflow page will display until all data is displayed.

If data carries over to the overflow page, the following appears:
  • The Overflow Description value will only appear once in the center of field with a dashed line below it.
  • ContinueOnOverflowPage: the remaining data information is carried over from the "source field". When specified, the Forwarding message value defined in the REQ appears at the end of the text in the source field following an asterisk (for example: *See Attached), and the remaining text is printed on the Page specified in the REQ.
  • PrintEntireContentOnTheOverflowPage: all of the data information appears on the Overflow Page if the data does not fit in the "source field". When specified, only the Forwarding message value defined in the REQ appears in the source field (for example: See Attached), and the entire text is printed on the Page specified in the REQ.
Note: The overflow page is only supported as the last page of the document; if no data to carry over to the overflow page, the authored page in the REQ will be removed.

Additional information

Please note the following:

  • ReduceFontAndContinueOnTheOverflowPage is not currently supported; note that if this option is used, Expere will throw an error.
  • When working with fonts, the source and target field's line leading is configured to a value compatible with the Helvetica font. The use of any other font with overflow functionality will result in an Expere error and failure to generate documents.
  • When using overflow functionality, fields overflow in the order they appear in the document, top to bottom and left to right.