Technical Recipes

Useful technical recipes for different functions that include code snippets to copy & paste in your projects.

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Workflow Status Dashboard

Reporting and analysing on the status of workflows through your system can be simplified thanks to a dedicated dashboard implemented with Smart Pages

Automatically dispatch documents based on business rules

Process documents created within Content Server and dispatch them to a target location based on the process outcome

Extract Data from Fields in a MS Word document

How to programmatically read structured data stored in XML binding fields within an MS Word document

Automated Document Processing & Numbering

Intercept the creation of new documents on Content Server and apply specific rules to enforce correct organization of information

Bulk Metadata Export & Update Using MS Excel

How to export category metadata for multiple objects in a structured Excel spreadsheet, and update metadata with any edits made to the file