Document Creation |
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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.
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
•Cells can be named or unnamed. Merged cells are also supported. Formatting options for text, numbers, dates, etc. can be applied.
•Document Properties
•Text Fields
•Choice Fields
•Button Fields