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AudienceView Documentation

Proofing a Bundle

Overview of a Proofing Extract

The proofing extract provides a summary of the details of the bundle and its versions. The Bundle Proofing extract is run from the Bundles|Details page.

The extract summarizes the following information for each version that exists:

  • The bundle’s basic details (e.g. name, description, producer, payment/delivery methods)
  • Calendar data as entered on the Bundle|Calendar page
  • Elements data as entered on the Bundle|Elements page
  • Any related gift certificates entered on the Bundle|Certificates page

Configuring AudienceView to Use Proofing Extracts

The following sections describe how to configure AudienceView before you can run Bundle Proof extract.

XSL Templates Setup

Verify that the proofing extract template exists in the XSL Templates page found in the General Configuration application:

  1. Open the General Configuration application from the AudienceView Desktop.
  2. Select the XSL Templates tab.
    The XSL Template|Search page appears.
  3. Search for the Bundle Proof template to confirm that it exists. For more information, refer to General Configuration XSL Templates-Search Page and Performing Searches.

Take note of the template name and the content type. AudienceView provides your organization with text/html (HTML), file/csv (CSV) and text/avdocument (PDF) templates for this extract.

Printer Configuration in Registry/System Application

To print the proofing extract, you must ensure that your printers have been setup correctly. For more information, refer to Configuring Printers.

Session Email From Address and Summary Template Setup

To email the a proofing extract, you must ensure that AudienceView email addresses have been configured. For more information, refer to Configuring Email Settings.

Also ensure that the extract template name (refer to XSL Templates Setup) is entered in the 'summaryTemplate' field for the Registry application Registry::EN::Business Objects::TSbundleBO node.

MailHost Setup in Registry

To email a proofing extract, you must configure the MailHost address. For more information, refer to Setting the Mailhost.

Running the Proofing Extract

To run the bundle proofing extract, complete the following:

  1. Open the Product Configuration application from the AudienceView Desktop.
  2. Select the Bundles tab.
    The Bundles|Search page appears.
  3. Search for and select the bundle you want to work with. For more information, refer to the Product Configuration Bundles-Search Page and Performing Searches.
    The Bundles|Details page appears.
  4. Choose an option:
    If you want to Then
    run the extract, Click 'Summary'. The extract will appear in a new window.
    email, download or print the extract, Click next to the 'Summary' button and select the desired option. For more information, refer to Changing the Output of a Bundle Proofing Extract.

    This option also enables you to change the format of the extract.

Changing the Output of a Bundle Proofing Extract

When you run a generated or saved extract, by default the extract appears in a new window in Hyper Text Markup Language (HTML) format. AudienceView enables you to change the extract output to one of the following options:

Output Description
Email Enables you to email the extract to a recipient.
Download Enables you to save the extract to your local computer or network.
Print Enables you to print the extract.
Screen Enables you to display the extract on your monitor.

When changing a extract’s output, you can also change the extract’s format to one of the following options:

Format Description
AVDoc Formats the extract in Portable Document Format (PDF).
CSV Formats the extract in a Comma Separated Value (CSV) format. This format enables you to view the extract in such applications as Microsoft Excel.
HTML Formats the extract in HTML.
Text Formats the extract in a text format. Text documents can be viewed in a text editor such as Notepad.
AudienceView does not provide a template to output to this format.

To change the extract’s output, complete the following:

  1. Open the Product Configuration application from the AudienceView Desktop.
  2. Select the Bundles tab.
    The Bundles|Search page appears.
  3. Search for and select the bundle you want to work with. For more information, refer to the Product Configuration Bundles-Search Page and Performing Searches.
    The Bundles|Details page appears.
  4. Click next to 'Summary'.
    A dropdown list appears.
  5. Choose the extract output from the dropdown:
    • Email
    • Download
    • Print
      AudienceView does not provide a template for a text formatted version of the extract.
  6. Choose an option.
If you are Then
emailing the extract, In the Email window:
  1. If you are using a customized extract template, enter the name of the extract template. Otherwise the default template (Bundle Proof) will be used.
  2. Choose the Template Type (CSV, Formatted, HTML, Text). To select multiple formats, use the SHIFT or CTRL buttons on your keyboard.
  3. Enter the Email Address of the recipient.
  4. Optionally, enter a Message Subject and Message for the recipient.
  5. Click 'Execute'.
downloading the extract, In the Download window:
  1. If you are using a customized extract template, enter the name of the extract template. Otherwise the default template (Bundle Proof) will be used.
  2. Select the Template Type (CSV, Formatted, HTML, Text) and click 'Execute'.
  3. Follow the Windows prompts to open or save the file.
printing the extract, In the Print window:
  1. If you are using a customized extract template, enter the name of the extract template. Otherwise the default template (Bundle Proof) will be used.
  2. Select the Template Type (CSV, Formatted, HTML, Text).
  3. Select the Printer.
  4. Click 'Execute'.
    The available printers are configured by your system administrator.