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Reference > Solution Designer > Design > Indexing Profiles

Signed Document Profile

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Data extractors:

Data extractors can be used to extract data from various sources.

To create a new data extractor, click data_extractor_new_16.

To edit an exist extractor, click data_extractor_edit_16

If more than one extractor is defined, the order of execution can be changed by moving them up or down in the listdata_extractor_down_16data_extractor_up_16

To use the output of a proceeding data extractor click data_extractor_input_16

To remove a data extractor, click data_extractor_delete_16

 

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, click on the drop-down arrow of the index field that should be set. If the index field value should come from the original document that was sent for signing, then specify the Existing document category and select the index field from the list.

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Test

The indexing profile can be tested using a sample file.