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Profiles for Microsoft Word, Microsoft Excel and Email

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SD_R_Design_IndexingProfiles_Profile_001

Profile name:

A name for the profile.

 

Filter:

A filter can be created that evaluates to true when the indexing profile is allowed to execute, or false to prevent execution. For example to limited this profile to a specific Microsoft Word Template called "order" use: Template="Order.dotx".

 

Category:

The category where the files should be saved must be specified.

 

Script:

A script can be created which will be executed before the execution of the field assignments.

 

Auto-append mode:

The auto-append mode for documents saved with this profile can be defined.

 

Assignment

Once a category has been chosen, a list of the index fields will be displayed. Clicking on the assignment down arrow will display a list of assignment variables. Clicking on the browse button opens a dialog where validation and error handling can be configured.

 

Test

The indexing profile can be tested using a sample file.

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