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Files:SelectthefiletypeandclickNext.ThenselectthefileitselfandclickFinish.After
openingthefile,youhavetomakesettingsfortheinputdata(seeDataSourcesettings)to
makesurethatthesourcedataisparsedcorrectlyanddividedintologicalunitsofdatathe
wayyouwant.Thenyoucanstartbuildingthedataextractionworkflow.
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Data mapping Wizards:Letsyoucreateanewdatamappingconfigurationwithawizard.See
Withawizard.
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Sample Projects:ListsallSampleProjects.ASampleProjectgeneratesaConnectsolutioncon-
sistingofaWorkflowconfigurationaswellasanytemplates,datamappingconfigurations,and
PrintPresetsthatareusedinthatconfiguration.
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Templates:Listsalltypesoftemplatesthatyoucancreatewithawizard.See"Templates"on
page104.
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Email Template:ThisstartstheBasicActionEmailwizard;see"CreatinganEmailtem-
platewithaWizard"onpage154.
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PDF-based Print Template:ThePDF-basedPrinttemplatewizardcreatesadocument
fromanexistingPDFfile;see"PDF-basedPrinttemplate"onpage119.
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Print Template:ThisstartstheFormalLetterPrintwizard;see"CreatingaPrinttemplate
withaWizard"onpage116.
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Web Page Template:ThisstartsthemostbasicWebPagewizard;seeCreatingaWeb
templatewithaWizard.
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Word-based Print Template:ThisstartstheMicrosoftWord-basedPrintwizard;see
"CreatingaPrinttemplatewithaWizard"onpage116.
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Banded Email Templates:Thecontentsoftheemailtemplatesthatthesewizardscreate
extendtotheedgeofthewindowinwhichitisread.See"BasicEmailandBandedEmail"
onpage156.
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Basic Email Templates:Thecontentsoftheemailtemplatesthatthesewizardscreate
extendtotheemail'smargin.See"BasicEmailandBandedEmail"onpage156.
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Basic Print Templates:FromthisfolderyoucanruntheFormalLetterorPostcardPrint
wizard;see"CreatingaPrinttemplatewithaWizard"onpage116.
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Capture OnTheGo Starter Templates:COTGtemplatesareusedtogenerateformsfor
theCaptureOnTheGomobileapplication.SeeCaptureOnTheGotemplatewizards.
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ERP Templates:ERPtemplatewizardsareusedtocreatebusinessdocuments,suchasa
salesinvoice,purchaseorder,collectionletter,etc..See"ERPtemplates"onpage121.
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