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 The Content Control Toolkit has been archived by Microsoft.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. For full instructions on developing forms using Content Controls, run a search on "Create forms that users complete in Word 2007" and select the help option: Word > Creating specific documents > Forms.įor the developer perspective on Content Controls, you may want to check out this overview.FileHold recommends using PDF forms instead of Word forms as Microsoft no longer supports the Content Control Toolkit. This is a significant new area that is well documented in the on-line help system. You can build forms using Content Controls. Click Design Mode to toggle Design Mode off and see how the Content Control will display in a document.įor full instructions on working with each of the following Content Controls, use the on-line help system, run a search on "Content Controls" and select the help option: Word > Creating specific documents > Forms.Complete the fields in the dialog box as required.With your cursor in the field you have just created, click Properties, to display the Content Control Properties dialog box.You can set an option that automatically removes all your content when the user starts typing in the control. You can type very detailed instructions here, formatted in any way you like. Type any changes you want to make to the Place Holder text.Click the Aa button to insert a Rich Text content control.Back in your document, click on the Developer tab, and identify the Controls group.With Popular highlighted, tick Show Developer tab.Click the Office button, Word Options to display the Word Options dialog box.For this you will need the Developer tab. If you are creating templates for others to use, you may want to create content control fields like these. (Note that this option is only available if the template designer made it available.) You are returned to the document and there is no longer a Place Holder. When you type your own text in the brackets, the Place Holder disappears and just your own text remains. When you click on one of these, a box displays around it. Look at the instructions surrounded by square brackets – these are called Place Holders.
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