Processing a Transaction without AutoSelection

This scenario processes specifically chosen documents exclusive of autoselection logic. A real-world example could include printing a document that will be, but are not currently, part of a document selection package. To process specific documents, you can use the Generate operation (or any of the document generation operations; Generate, GenerateAndSave).

The first step is to obtain a list of documents to include in the request. The ListPackages operation allows you to narrow down the list to those documents contained in a specific package.

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:exp="http://schemas.bankerssystems.com/2004/ExpereAPI/ExpereIEServices">
 <soapenv:Header/>
 <soapenv:Body>
 <exp:ListPackagesRequest>
 <!--Optional:-->
 <exp:Organization>
 <!--Optional:-->
 <exp:OrganizationID>?</exp:OrganizationID>
 <!--Optional:-->
 <exp:OrganizationName>?</exp:OrganizationName>
 <!--Optional:-->
 <exp:OrganizationDescription>?</exp:OrganizationDescription>
 <!--Optional:-->
 <exp:ParentOrganizationID>?</exp:ParentOrganizationID>
 </exp:Organization>
 </exp:ListPackagesRequest>
 </soapenv:Body>
</soapenv:Envelope>

Alternatively, use the ListAllDocuments operation to obtain a broader list based on an organization.

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:exp="http://schemas.bankerssystems.com/2004/ExpereAPI/ExpereIEServices">
 <soapenv:Header/>
 <soapenv:Body>
 <exp:ListAllDocumentsRequest>
 <!--Optional:-->
 <exp:OrganizationID>?</exp:OrganizationID>
 </exp:ListAllDocumentsRequest>
 </soapenv:Body>
</soapenv:Envelope>

Next, invoke the Generate call. On the GenerateRequest, you will provide the transaction ID and document ID for the documents to assemble as well as output formats (AncillaryOutputs).

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:exp="http://schemas.bankerssystems.com/2004/ExpereAPI/ExpereIEServices">
 <soapenv:Header/>
 <soapenv:Body>
 <exp:GenerateRequest>
 <!--Optional:-->
 <exp:Transaction>
 <!--Optional:-->
 <exp:TransactionID>?</exp:TransactionID>
 <!--Optional:-->
 <exp:Data>
 <!--You may enter ANY elements at this point-->
 </exp:Data>
 <!--Optional:-->
 <exp:SaveInDatabase>?</exp:SaveInDatabase>
 <!--Optional:-->
 <exp:HtmlData>?</exp:HtmlData>
 <!--Optional:-->
 <exp:FileName>?</exp:FileName>
 <!--Optional:-->
 <exp:BaselineTransactionName>?</exp:BaselineTransactionName>
 <!--Optional:-->
 <exp:CustomerTransactionName>?</exp:CustomerTransactionName>
 <!--Optional:-->
 <exp:BaselineTransaction>
 <!--Optional:-->
 <exp:FileName>?</exp:FileName>
 <!--Optional:-->
 <exp:Date>?</exp:Date>
 </exp:BaselineTransaction>
 <!--Optional:-->
 <exp:CustomerTransaction>
 <!--Optional:-->
 <exp:FileName>?</exp:FileName>
 <!--Optional:-->
 <exp:Date>?</exp:Date>
 </exp:CustomerTransaction>
 </exp:Transaction>
 <!--Optional:-->
 <exp:Organization>
 <!--Optional:-->
 <exp:OrganizationID>?</exp:OrganizationID>
 <!--Optional:-->
 <exp:OrganizationName>?</exp:OrganizationName>
 <!--Optional:-->
 <exp:OrganizationDescription>?</exp:OrganizationDescription>
 <!--Optional:-->
 <exp:ParentOrganizationID>?</exp:ParentOrganizationID>
 </exp:Organization>
 <!--Optional:-->
 <exp:RequestID>?</exp:RequestID>
 <!--Optional:-->
 <exp:Policy>
 <!--Optional:-->
 <exp:PolicyID>?</exp:PolicyID>
 <!--Optional:-->
 <exp:PrecedenceID>?</exp:PrecedenceID>
 </exp:Policy>
 <!--Optional:-->
 <exp:Oppsa>
 <!--Optional:-->
 <exp:OppsaOrganizationName>?</exp:OppsaOrganizationName>
 <!--Optional:-->
 <exp:OppsaProductName>?</exp:OppsaProductName>
 <!--Optional:-->
 <exp:WIP>?</exp:WIP>
 </exp:Oppsa>
 <!--Optional:-->
 <exp:PackageID>?</exp:PackageID>
 <!--Optional:-->
 <exp:LOBPhase>
 <!--Optional:-->
 <exp:LineOfBusinessID>?</exp:LineOfBusinessID>
 <!--Optional:-->
 <exp:Phase>?</exp:Phase>
 </exp:LOBPhase>
 <!--Optional:-->
 <exp:DocumentSet>
 <!--Zero or more repetitions:-->
 <exp:Document>
 <!--Optional:-->
 <exp:DocumentID>?</exp:DocumentID>
 <!--Optional:-->
 <exp:StoredDocID>?</exp:StoredDocID>
 <!--Optional:-->
 <exp:OrganizationID>?</exp:OrganizationID>
 <!--Optional:-->
 <exp:InstanceID>?</exp:InstanceID>
 <!--Optional:-->
 <exp:InstanceBarcodeValue>?</exp:InstanceBarcodeValue>
 <!--Optional:-->
 <exp:PageCount>?</exp:PageCount>
 <!--Optional:-->
 <exp:DisplayName>?</exp:DisplayName>
 <!--Optional:-->
 <exp:InstanceFileName>?</exp:InstanceFileName>
 <!--Optional:-->
 <exp:Type>?</exp:Type>
 <!--Optional:-->
 <exp:FragmentName>?</exp:FragmentName>
 <!--Optional:-->
 <exp:Autoselected>?</exp:Autoselected>
 <!--Optional:-->
 <exp:Prepare>?</exp:Prepare>
 <!--Optional:-->
 <exp:Suggested>?</exp:Suggested>
 <!--Optional:-->
 <exp:Format>?</exp:Format>
 <!--Optional:-->
 <exp:Copy>?</exp:Copy>
 <!--Zero or more repetitions:-->
 <exp:AncillaryOutput>
 <!--Optional:-->
 <exp:OutputType>?</exp:OutputType>
 <!--Optional:-->
 <exp:Watermark>
 <!--Optional:-->
 <exp:ImageURL>?</exp:ImageURL>
 <!--Optional:-->
 <exp:Text>?</exp:Text>
 <!--Optional:-->
 <exp:Rotate>?</exp:Rotate>
 <!--Optional:-->
 <exp:Location>?</exp:Location>
 </exp:Watermark>
 <!--Optional:-->
 <exp:SetEncryption>
 <!--Optional:-->
 <exp:Strength128Bits>?</exp:Strength128Bits>
 <!--Optional:-->
 <exp:Passwords>
 <!--Optional:-->
 <exp:user>?</exp:user>
 <!--Optional:-->
 <exp:owner>?</exp:owner>
 </exp:Passwords>
 <!--Optional:-->
 <exp:Permissions>
 <!--Optional:-->
 <exp:AllowPrinting>?</exp:AllowPrinting>
 <!--Optional:-->
 <exp:AllowModifyContents>?</exp:AllowModifyContents>
 <!--Optional:-->
 <exp:AllowCopy>?</exp:AllowCopy>
 <!--Optional:-->
 <exp:AllowModifyAnnotations>?</exp:AllowModifyAnnotations>
 <!--Optional:-->
 <exp:AllowScreenReaders>?</exp:AllowScreenReaders>
 <!--Optional:-->
 <exp:AllowFillIn>?</exp:AllowFillIn>
 <!--Optional:-->
 <exp:AllowAssembly>?</exp:AllowAssembly>
 <!--Optional:-->
 <exp:AllowDegradedPrinting>?</exp:AllowDegradedPrinting>
 </exp:Permissions>
 </exp:SetEncryption>
 <!--Optional:-->
 <exp:Barcode>
 <!--Optional:-->
 <exp:Type>?</exp:Type>
 <!--Optional:-->
 <exp:Pattern>?</exp:Pattern>
 </exp:Barcode>
 </exp:AncillaryOutput>
 <!--Optional:-->
 <exp:Data>
 <!--Optional:-->
 <exp:base64>?</exp:base64>
 <!--Optional:-->
 <exp:text>?</exp:text>
 <!--Optional:-->
 <exp:xml>
 <!--You may enter ANY elements at this point-->
 </exp:xml>
 </exp:Data>
 <!--Optional:-->
 <exp:DDRData>
 <!--You may enter ANY elements at this point-->
 </exp:DDRData>
 <!--Optional:-->
 <exp:ResolvedXML>
 <!--You may enter ANY elements at this point-->
 </exp:ResolvedXML>
 </exp:Document>
 </exp:DocumentSet>
 <!--Optional:-->
 <exp:DocumentFormat>?</exp:DocumentFormat>
 <!--Optional:-->
 <exp:DynamicPdfRender>?</exp:DynamicPdfRender>
 <!--Optional:-->
 <exp:AncillaryOutput>
 <!--Zero or more repetitions:-->
 <exp:AncillaryOutputOption>
 <!--Optional:-->
 <exp:OutputType>?</exp:OutputType>
 <!--Optional:-->
 <exp:Watermark>
 <!--Optional:-->
 <exp:ImageURL>?</exp:ImageURL>
 <!--Optional:-->
 <exp:Text>?</exp:Text>
 <!--Optional:-->
 <exp:Rotate>?</exp:Rotate>
 <!--Optional:-->
 <exp:Location>?</exp:Location>
 </exp:Watermark>
 <!--Optional:-->
 <exp:SetEncryption>
 <!--Optional:-->
 <exp:Strength128Bits>?</exp:Strength128Bits>
 <!--Optional:-->
 <exp:Passwords>
 <!--Optional:-->
 <exp:user>?</exp:user>
 <!--Optional:-->
 <exp:owner>?</exp:owner>
 </exp:Passwords>
 <!--Optional:-->
 <exp:Permissions>
 <!--Optional:-->
 <exp:AllowPrinting>?</exp:AllowPrinting>
 <!--Optional:-->
 <exp:AllowModifyContents>?</exp:AllowModifyContents>
 <!--Optional:-->
 <exp:AllowCopy>?</exp:AllowCopy>
 <!--Optional:-->
 <exp:AllowModifyAnnotations>?</exp:AllowModifyAnnotations>
 <!--Optional:-->
 <exp:AllowScreenReaders>?</exp:AllowScreenReaders>
 <!--Optional:-->
 <exp:AllowFillIn>?</exp:AllowFillIn>
 <!--Optional:-->
 <exp:AllowAssembly>?</exp:AllowAssembly>
 <!--Optional:-->
 <exp:AllowDegradedPrinting>?</exp:AllowDegradedPrinting>
 </exp:Permissions>
 </exp:SetEncryption>
 <!--Optional:-->
 <exp:Barcode>
 <!--Optional:-->
 <exp:Type>?</exp:Type>
 <!--Optional:-->
 <exp:Pattern>?</exp:Pattern>
 </exp:Barcode>
 </exp:AncillaryOutputOption>
 </exp:AncillaryOutput>
 <!--Optional:-->
 <exp:ExternalPDFDocuments>
 <!--Optional:-->
 <exp:Options>
 <exp:BeginningOrEnd>?</exp:BeginningOrEnd>
 <!--Optional:-->
 <exp:IncludeInDocumentCount>?</exp:IncludeInDocumentCount>
 </exp:Options>
 <!--Optional:-->
 <exp:PDFs>
 <!--Zero or more repetitions:-->
 <exp:PDF>
 <!--Optional:-->
 <exp:InstanceDisplayName>?</exp:InstanceDisplayName>
 <!--Optional:-->
 <exp:InstanceFileName>?</exp:InstanceFileName>
 <!--Optional:-->
 <exp:DocData>
 <!--Optional:-->
 <exp:base64>?</exp:base64>
 <!--Optional:-->
 <exp:text>?</exp:text>
 <!--Optional:-->
 <exp:xml>
 <!--You may enter ANY elements at this point-->
 </exp:xml>
 </exp:DocData>
 </exp:PDF>
 </exp:PDFs>
 </exp:ExternalPDFDocuments>
 </exp:GenerateRequest>
 </soapenv:Body>
</soapenv:Envelope>

The response, GenerateResponse, returns the assembled documents.