What are Delivery Tags

Delivery Tags are a powerful facility within FormTrap designed to allow document-specific information to be extracted from a FormTrap XML file.

The facility is used to extract delivery details such as the fax number or email address of the recipient, but can be used in conjunction with any user process, either embedded (File, Archive and Output Filter processes) or external (written to output and used by external programs).

For Version 7 forms, this is done at run-time, using Associated File entries in the form. Press HERE to review Version 7 Associated Files.

How Delivery Tags Work

Delivery Tags are entries within the XML file generated by Version 8 forms.



recipient name= is the Delivery Tag name (InvoicePfx in the first entry) used to identify the value= S02.

  • Delivery Tags may direct processes:
    recipient name="Archive" value="yes"
  • may provide data to a process
    recipient name="DocNum" value="Inv60803"
  • or may both direct and provide data to a process
    recipient name="EmailTo" value="John.Smith@FormTrap.com"

Within FormTrap Server, there are a number of reserved names that are recognized and used for delivery and archiving purposes.

For example, at run time, a print stream may split into five documents; three with email addresses, one with with a fax number and one with no special delivery (ie printed). Delivery tags are prioritized, so output would be three with Email Delivery Tags, one with a Fax Delivery Tag and one with no Delivery Tag. FormTrap Server recognizes the Delivery Tag reserved names and delivers accordingly, also recording Delivery Tags in the Archive, so you know how each document was delivered.

You can utilize Delivery Tags in post-processing operations (often for Subject and Body Text and for PDF file titles).

Delivery Tag data is often used with the (write to) File tab in Queues and for Archive keys.

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Conditional Delivery

From Version 8.11, rules may be defined in FTForm Plus that allow or disallow delivery tag formation.  The rules operate on delivery tag data and test that data to determine if a Delivery Tag is output in the XML file.. 

A typical test might be to look at fax number and if present and more than 8 digits, to provide the Delivery Tag faxto. 

Details on conditional delivery tags are HERE.

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Using Delivery Tags

To make the effective use of Delivery Tags:

  • Split the incoming file into individual documents.
  • Create Delivery Tag objects as part of the definition of the XML file and check that those are as you want them using the XML preview. Delivery Tags are last in the file. Where delivery tags use Lookup Names that are not found, you will see the failed-to-lookup [name] in the Delivery Tag.
  • Prioritize your delivery tags; Email normally has priority over Fax which normally has priority over Print. Test against your data files by viewing the output XML file.
  • Configure your FormTrap Server queues with the correct Delivery Tag handing options.

Delivery Tag Reserved Names

Other Delivery Tags may be defined by you for your own procedures or to index documents for FormTrap Server Archive view or as data to be tested for conditional delivery tags.

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