Document Creation

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

  • Picture 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