How do I embed a template-based XML into a document?
1.Create a workflow that includes an 'Embed Index Data' task.
![SD_T_Workflow_WorkflowDesign_Tasks_ExportDocument_004a](./images/sd_t_workflow_workflowdesign_tasks_exportdocument_004a.png)
2.In the 'PDF Conversions Options' tab of the 'Embed Index Data Task Configuration' dialog, select the format for the PDF conversion (i.e. PDF or PDF/A-3b).
![sd_t_workflow_embeddocument_002](./images/sd_t_workflow_embeddocument_002.png)
3.Creates the XML with the index data based on the given XML-template, and inserts the XML into the PDF/A-3b file (created in Step-2). This can include additional inserts from Factur-x or ZUGFeRD specific information into the PDF (via the 'Index data' table field.
![sd_t_workflow_embeddocument_003](./images/sd_t_workflow_embeddocument_003.png)
4.When all the settings are configured and the task is fulfilled through the workflow, the system archives this PDF as a new document version.
|