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PDF Templates

PDF Templates are a type of fragment where a user defines which fields in a PDF are needed for data extraction. This is helpful if a business process requires information from recurring PDFs, such as an invoice or a report.

An example workflow using a template would be when a business needs to extract the name, date, and invoice number from an invoice. This data can be extracted and sent to the appropriate destination.

Configuring a PDF Template​

Create a PDF Template​

To create a PDF template, enter the ‘PDF Templates’ page by clicking on the option in the menu screen.

  1. Click on Create pdf template +
  2. Enter a name and description for your template
  3. Click on the arrow to enter the template design space
  4. Drop a sample PDF in the box or click the button to upload a sample PDF
  5. For non-table related data, click Draw marker
  6. Highlight the data to be included
  7. Click Add value if there is an additional value from the previous step
  8. Enter an Output label if required
  9. Repeat steps 5-8 for additional non-table related data
  10. For table related data, click Draw table
  11. Highlight the table
  12. Click Define header
  13. Slide the bar right below the table header and before the first row
  14. Click Add column
  15. Slide the bar right between the columns
  16. Repeat steps 14-15 for all columns required
  17. Click Save table
  18. Repeat steps 10-17 for additional table related data
  19. Click Validate template
  20. Click Output data to see the data in JSON format
  21. Click Save template when finished

Modify a PDF Template​

To modify a PDF template, enter the ‘PDF Templates’ page by clicking on the option in the menu screen.

  1. Click on the arrow of the template to enter the template design space
  2. Upload the sample PDF used when creating the template. This can be done by dropping the template in the box or clicking on the button to upload
  3. Modify the template as necessary
  4. Click Save template when finished

Remove a PDF Template​

To remove a PDF template, enter the ‘PDF Templates’ page by clicking on the option in the menu screen.

  1. Click on the trash icon of the template to be deleted
  2. Click Yes