All of the data fields defined for the project display in the pane on the right. The values extracted from the current document are filled in.
There are three ways to fill in a value for a field:
- by manually typing a value in the field
- by clicking the document text
- by drawing a box around the region of the page that contains the text
To enter a value manually, complete the following steps.
- Click the field to place focus on the value entry area.
- Type in the value.
Note: To validate the entered value against the field type, click
on another field or elsewhere on the page. For this functionality to work
efficiently, it is important for a field type to be well-defined.
To enter a value by clicking on the document text, complete the following steps.
- Click the field to put focus on the value entry area.
- Click the text on the page. The text you selected is highlighted on the page and entered into the field.
Note: In each case, the value is validated against the field
type.
To enter a value by drawing a box around the region of the page that contains the text, complete the following steps.
- Click the field to put focus on the value entry area.
- Click a point on the page and, with the mouse button pressed down, move to another point on the page that encloses the text you want to select. While the mouse button is pressed down, a bounding box displays anchored at the position of the first click and extending to the current cursor position.
- Release the mouse button. The text within the box you selected is highlighted on the page and entered into the field. In each case, the value is validated against the field type.
- Click Save.
Note: If you attempt to move to another document without saving
changes to the current one, you are prompted to save the changes before leaving the
document.