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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

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