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 .
To edit an exist extractor, click
If more than one extractor is defined, the order of execution can be changed by moving them up or down in the list
To use the output of a proceeding data extractor click
To remove a data extractor, click
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.
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. |
Test
The indexing profile can be tested using a sample file.