![]() ![]() Open the Microsoft Word e-Form you created in Step 1 in the toolkit.To map the XML nodes to the content controls Once they are "bound", the document is saved and used to create the extraction rule in the document management software. The unique namespace is required in order to create the unique extraction rule in the document management software.Īfter creating the XML nodes in the XML code, the XML nodes are dragged and dropped to the content controls to "bind" the content together. The XML nodes define which content control values will be extracted to the metadata fields from the e-Form. In the toolkit, a XML code is written that contains the “XML nodes” that will be mapped to the content controls on the e-form and assigned a unique namespace. docx) and lists all of the content controls inside of it. The toolkit is a stand-alone, light-weight tool that opens any Word Open XML document (eg. The free toolkit has been archived by Microsoft. After the e-Form is created, the second step is to use the Word 2007 Content Control Toolkit to map the content controls in the e-Form to the custom XML nodes created in the toolkit. Step 2: Use Content Control Toolkit to map "XML nodes" to e-form content controlsĪs previously mentioned, the Microsoft Word e-Form will require some additional configuration before the values from the content controls can be extracted. For more information on creating content controls in Microsoft Word, see the Microsoft Word online help. This help article is not going to explain how to create e-Forms using Microsoft Word. The following are the steps to creating an XML Node extraction rule: Watch the Using XML Node Extraction Rules with E-Forms training video. If you require assistance with setting this feature up, please contact for a quote. WARNING: XML Node Extraction should be configured by someone who is familiar with using the Developer Tools in Microsoft Word, writing XML, and the Content Control Toolkit. The extraction rules are automatically applied when an import job is processing documents on the server. When the form is added to FileHold, the mapped fields on the form will be automatically extracted to the metadata fields.Įxtraction rules can be used in conjunction with the Import Jobs (Automatic Document Importation). Users will get a copy of the form, fill out the form, save the form as a new file and add it to FileHold. ![]() You use the Microsoft Word e-Form that was mapped as the template.Īfter the extraction rule in FileHold added, the form can be used as a template available for download in FileHold. ![]() Once a Word form has its XML nodes mapped and given a unique namespace in the toolkit, you can then create the extraction rule in FileHold. To install, follow these instructions: …Įxtraction rules will work only when adding documents through the FileHold Desktop Application (FDA), Watched folders, or through Automatic Document Importation. The Content Control Toolkit has been archived by Microsoft. The free toolkit is made by Microsoft, is actively supported and available for download here: Once an e-Form is created in Microsoft Word, use the Word 2007 Content Control Toolkit to map the controls on the form to the custom XML parts. Using Microsoft Word 2007 or higher, you can create forms using the content controls available in Microsoft Word developer mode. After the document has been properly configured, the values in the content controls can be extracted into the metadata fields when the e-Form is added to FileHold. You can create a “XML Node Extraction Rule” for a Microsoft Word document (e-Form) that has content controls. FileHold recommends using PDF forms instead of Word forms as Microsoft no longer supports the Content Control Toolkit. ![]()
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