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Use the mouse to draw an area around the required data. A new index item dialog will open with the position in the file already filled in. Give this item a name, e.g. Invoice No. We would also like to use this item to create a document break, so we select on Change. Click OK to save. Add another index data as required. To test the index data, click Test. Click OK when done.

1.Click Add and then choose Add Attachment. Give the item a name and then define which attachment should be extracted. If there is only one XML, you can use *.XML, otherwise define the exact name.

2.Next, a new XML data extractor needs to be defined. See the section on Extracting Data from an XML File. Once done, set the XML data extractor to use the PDF attachment as its input. To do this click the icon and choose the XML attachment as the input.

For the case that the XML contains information for a single document, the root tag can be selected. All other tags will then be parsed and can be assigned to index fields at a later step.

For the case that the XML contains multiple documents, the document break tag should be selected. Note: Large XML files may take a long time to load and refresh. In such cases, you could make a copy of the XML and delete all but one document. Then use this new XML to create your profile, but use the original when you use the final profile.

Select new Text-Page Data Extractor. Then click Sample and browse to a sample document of the kind you want to process. For example an invoice. Use the mouse to highlight certain text. A new index item dialog will open with the position in the file already filled in. Give this item a name, e.g. Invoice No. We would also like to use this item to create a document break, so we select on Change. Click OK to save. Add another index data as required. To test the index data click Test. Click OK when done.

1.Specify the Delimiter and the part numbers with values will be automatically listed. Enter names for the part numbers (index fields) that you would like to extract. In this example, Invoice No. will also be used as a document break and so we can set this to On change. You can also set the Quotes settings depending on the settings in the text file. Continue to define all other parts containing the index data that you require.

2.Once all the index fields have been defined, we need to also name the part that defines the reference files that make up the contents of the document. In this example it is the 4th part and we will call it FileName. Once done click OK to close the Data Extractor.

1.Right-click on Indexing Profiles and select New Signed Document Profile....

2.Give the profile a name and then choose the category where the signed document should be saved. To get index data from the document that was sent for signing, click on the Assignment arrow and choose the index data field under Existing Doc.

3.If index data should be extracted from the contents of the signed document, a PDF Data Extractor can be used as explained in the tutorial above.