Thereforeâ„¢ Help

1.The first step is to create an indexing profile to define what should be saved to Thereforeâ„¢ and where the index data should come from.

•Extract the index data.

•Define what should be saved.

•Assign the index data.

2.The final step is to configure the monitored input folder with either Thereforeâ„¢ Content Connector or Thereforeâ„¢ Document Loader.

This example assumes that the index data required to save the PDF is contained in an XML attachment. An example would be an invoice using the ZUGFeRD standard.

1.The first step is to create an indexing profile to define what should be saved to Thereforeâ„¢ and where the index data should come from.

•Extract the index data.

•Define what should be saved.

•Assign the index data.

2.The final step is to configure the monitored input folder with either Thereforeâ„¢ Content Connector or Thereforeâ„¢ Document Loader.

AcroForms and static XFA forms are supported.

1.The first step is to create an indexing profile to define what should be saved to Thereforeâ„¢ and where the index data should come from.

•Extract the index data.

•Define what should be saved.

•Assign the index data.

2.The final step is to configure the monitored input folder with either Thereforeâ„¢ Content Connector or Thereforeâ„¢ Document Loader.