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 The Content Control Toolkit has been archived by Microsoft.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. All Rights Reserved.FileHold recommends using PDF forms instead of Word forms as Microsoft no longer supports the Content Control Toolkit. Spaces are not allowed however you can use the underscore character "_" to separate words. Each form field should have a unique bookmark name.īookmarks can contain numbers but must begin with a letter. It is always a good idea to provide a sensible and logical bookmark name for each of your form fields. When limiting the field length make sure you include space for any special characters such as dashes or hyphens. These two types of data let you automatically display the date and time the form was completed. To add a text form field place the insertion point where you want the field to be placed and select Text Form Field - Inserts a Text Form field allowing users to insert text, numbers symbols and spaces. This can be inserted from the Forms toolbarĪ text field records information that only the user can enter.įor example this might be customer address, telephone number etc. Text form fields can have unlimited length Text form fields can also be used to perform calculations. ![]() ![]() You can use a text form field to collect basic text information such as a name or addressĪlternatively you can also use text form fields to request other types of data such as numbers, dates, times, phone numbers, zip codes, percentages etc. A text form field can be set up to require a variety of different types of input from the user.
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