Thereforeâ„¢ Help

Name

Name of the Add File to Document task. Appears as the task name in the Workflow Designer.

 

Duration

For automatic tasks this can be left at 0.

 

Type (read only)

Task type is set to Create File by the system (read only).

 

Edit...

Opens the configuration of the task.

 

 

 

Template

The template from which to create the new document.

 

 

 

Script

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

 

PDF Form Field/Assignment

Here you can see the mapping of controls to the category's index fields.

 

Add

Additional input fields (content controls) can be added to the profile.

 

 

 When a PDF template is selected:

 

         Add Form Field

         Adds form fields to the profile.

 

 

 When a Microsoft Word template is selected:

         

         Add Form Field

         Adds form fields to the profile.

 

         Add Content Control

         Adds content controls to the profile.

 

         Add Document Property

         Adds document property to the profile.

 

 

 When a Microsoft Excel template is selected:

 

         Add Cell

         Adds a cell to the profile.

 

         Add Document Property

         Adds document properties to the profile.

 

Delete

Delete the selected assignment.

 

Append Mode

This will set the default append option that users will see.

 

Append

This is the default setting and will automatically activate auto-append if the category has a unique index field.  The default setting a user will see when saving documents is: Append to end of existing document.

 

Disabled

The auto append feature will be disabled.        

 

Insert at beginning of existing document

The new document will be added as the first file in the composite document.

 

Append to end of existing document

The new document will be added as the last file in the composite document.

 

Replace existing document

All existing files in the document will be deleted and replaced with the new document.

 

Storage format

Select the format in which the new saved file will be stored.

 

Sign with personal certificate

Before saving, the user can select a personal certificate with which to sign the PDF.

 

Apply external timestamp

An external timestamp is applied to the signature before saving. You can configure which external timestamp server to use in the Thereforeâ„¢ Solution Designer. An external timestamp makes sure that the time is exactly correct and not dependent on the server settings which could be changed.