eSignatureOffice offers to use the option to dynamically process the document content, for example, names, customer IDs, mail adresses or other information at various points of its functionality. All this can help you when it comes to feedback to the signer, the dynamic naming of signed files when saving them or sending them per mail, just to name a few.
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- The "Prefix" field can be used to add characters, which will always be written before the actually found search text. In case of dynamically creating a saving location, this could be a static part of the path, like "C:\StepOver\" for example, and the search is looking for the customer's name. So, in the end, the saving path could be "C:\StepOver\John Doe\"
- The next field requires you to provide the search text itself, which is always written inside the document before the desired result (for example "Customer ID:", which then would have to be followed by the ID you are looking for)
- The next step needs you to set the number of characters before or after the chosen search string, which then shall be used as result for your file name (for example, use 8 here, if the customer ID will always have exactly 8 digits/letters)
- However, instead of providing a static exact number, you can use the checkbox "Extract first word only" a little further down to restrict the search to ever include only the first found word before or after your search string. The "first word" is here defined as text until an empty space between two characters is found. This option is most useful, when you don't know how many letters/digits the search result will have, for example when it comes to names.
- Instead of restricting the results to a static number of characters or to only the first word, you can also add a dynamic end point for your search with the "Stoptext" option. This means, that all characters between your "search text" and your "stop text" will be considered to be the search result.
- The checkbox "Exchange Text" will make the string in the field under it to be used as static search result as soon as the given search text has been found. Use this feature to create a "IF X has been found, THEN use Y als result" routine.
- If it could be possible to not find the search text in the document at all, you can provide default text as fallback result. (For example "New Customer", when no customer ID can be found.)
- The checkbox "PDF form field" means, that your search text will not be found in the document directly, but that it's the name of a PDF form field within the document. This leads to the content of the form field to be regarded as the search result, which will be used to dynamically process your data.
- The Option Range of used chars allows to substring the found content. Here is a sample of how it works.
- With regular Expressions you can limit the found string to specifies a search pattern. The synctax syntax can be found /wiki/spaces/PESO/pages/79200315here.
- The last option in this dialog is to deactivate the caching of possible search results. This option is only relevant for documents with form fields and it means, that by default eSignatureOffice is preliminarily scanning the opened document for form fields, for example when a signature-set is being loaded. This is done to have faster access to such information later, for example when saving. However, when your search is executed before the document has been filled completely (maybe because it's part of a macro), then the content of an originally empty form field could be regarded as valid search result! By deactivating the caching of search results, you prevent this behaviour and make eSignatureOffice search for the information only when it's needed instead of doing the preliminary scan.
- In the large text field "Tail of the string", you can write down the file extension and/or other characters, which are supposed to be written at the end of the whole string. If you created multiple searches, those will be added to this field and so in the end - depending on your other settings - the tail of the string will become the complete string.
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