This help article is not going to explain how to create e-Forms using Microsoft Word. The following are the steps to creating an XML Node extraction rule: Watch the Using XML Node Extraction Rules with E-Forms training video. If you require assistance with setting this feature up, please contact for a quote. WARNING: XML Node Extraction should be configured by someone who is familiar with using the Developer Tools in Microsoft Word, writing XML, and the Content Control Toolkit. The extraction rules are automatically applied when an import job is processing documents on the server. When the form is added to FileHold, the mapped fields on the form will be automatically extracted to the metadata fields.Įxtraction rules can be used in conjunction with the Import Jobs (Automatic Document Importation). Users will get a copy of the form, fill out the form, save the form as a new file and add it to FileHold. You use the Microsoft Word e-Form that was mapped as the template.Īfter the extraction rule in FileHold added, the form can be used as a template available for download in FileHold. Once a Word form has its XML nodes mapped and given a unique namespace in the toolkit, you can then create the extraction rule in FileHold. To install, follow these instructions: …Įxtraction rules will work only when adding documents through the FileHold Desktop Application (FDA), Watched folders, or through Automatic Document Importation. The Content Control Toolkit has been archived by Microsoft. The free toolkit is made by Microsoft, is actively supported and available for download here: Once an e-Form is created in Microsoft Word, use the Word 2007 Content Control Toolkit to map the controls on the form to the custom XML parts. Using Microsoft Word 2007 or higher, you can create forms using the content controls available in Microsoft Word developer mode. After the document has been properly configured, the values in the content controls can be extracted into the metadata fields when the e-Form is added to FileHold. You can create a “XML Node Extraction Rule” for a Microsoft Word document (e-Form) that has content controls. FileHold recommends using PDF forms instead of Word forms as Microsoft no longer supports the Content Control Toolkit.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |