Thereforeâ„¢ Help

Document creation is similar for both the Add File to Document and Create New Document workflow tasks and only works with a PDF, a Microsoft Word template, or a Microsoft Excel template.

 

Depending on the chosen template type different field types are available to be filled with index data.

 

Field Types in Word

 

Content Controls

 

•Rich Text Content Control

•Plain Text Content Control

•Checkbox Content Control

•Combo Box Content Control

•Drop-Down List Content Control

•Date Picker Content Control

•Form Fields (Legacy)

 

Text Form Field

 

•Check Box Form Field

•Drop-Down Form Field

 

Document Properties

 

Field Types in Excel

 

•Cells can be named or unnamed. Merged cells are also supported. Formatting options for text, numbers, dates, etc. can be applied.

•Document Properties

 

Field Types in PDF

 

•Text Fields

•Choice Fields

•Button Fields