![]() ![]() When the form is added to FileHold, the mapped fields on the form will be automatically extracted to the metadata fields. Users will get a copy of the form, fill out the form, save the form as a new file and add it to FileHold. Once a Word form has been created, the XML nodes mapped, and the extraction rule in FileHold added, the form can be used as a template available for download in FileHold. FileHold will be offering form creation as a professional service for a charge when FileHold 12 is released. 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. In FileHold 12, you can now create a “XML Node Extraction Rule” for a Microsoft Word document (or e-Form) that has content controls. If you need to do this in the Mac user interface, see Content Controls for the Mac OS by John Korchok.Automatically Extracting Metadata Values from Content Controls in Microsoft Word Documents (e-Forms) in FileHold 12 Here is a document with Content Controls generated in the Windows version that you can try in the Mac. The general advice for Mac users is to try to develop templates doing this in the Windows version if they can. It can use the plain text, rich text, and date picker controls, at least. While the Mac version can use Content Controls, it cannot create or edit them within the User Interface. There are links on my page to free utilities that will do the mapping for you. Here is a link to a video by Laura Townsend that takes you step-by-step on what is needed to do this. You can also create your own Mapped Content Controls. ![]() There is more on my page but that gives you the idea if you want to use the built-in "Document Property" Content Controls. When you tab out ofĪ content control after editing it, the same control changes Here is the same thing with the fields filled in. It changes throughout the document in the same document property When information is changed in one location, However, if you instead copy and paste, you If you insert them directly as you did the first time, they will have Throughout your document by using the same document property controls. Have these text changes made, you can replicate the information Remember to click out of Developer Mode when you are done. Then you can use Developer Mode to change the placeholder text.Īnd, with the Developer Mode turned off we see: That will let youĬhange the tab at the top from "Abstract" to whatever you want, i.e., This does not seem very useful until you see that you can modify theseīy using the Developer Tab and choosing Properties. I recommend using Abstract, Publish Date, and Status first. Fourteen are plain-text controls and the Publishĭate control is a Date-Picker control (but can hold plain text as Here, though, we are not using them for that. There are 15 choices, some of which correspond to the summary document These Document Property Content Controls are on the Insert Tab under You can insert Document Property Content Controls using Insert > Quick It is the subject of my page on Repeating Data Using Document Property Content Controls and Other Mapped Content Controls. I talked about this in my answer here in Super User. This is how some of the better Microsoft templates use Cover Pages in their templates. ![]() You can find all known methods for replicating data in Greg Maxey's page on that topic. The simplest method is using Mapped Content Controls. ![]()
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