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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 +

Create Template step 1

  1. Enter a name and description for your template
  2. Click Create

Create Template step 3

  1. Click on the arrow to enter the template design space

Create Template step 4

  1. Drop a sample PDF in the box or click the button to upload a sample PDF
  2. For non-table related data, click Draw marker
  3. Highlight the data to be included

Create Template step 7

  1. Click Add value if there is an additional value from the previous step
  2. Enter an Output label if required

Create Template step 9

  1. Repeat steps 5-8 for additional non-table related data
  2. For table related data, click Draw table
  3. Highlight the table

Create Template step 12

  1. Click Define header
  2. Slide the bar right below the table header and before the first row

Create Template step 14

  1. Click Add column
  2. Slide the bar right between the columns

Create Template step 16

  1. Repeat steps 14-15 for all columns required
  2. Click Save table

Create Template step 18

  1. Repeat steps 10-17 for additional table related data
  2. Click Validate template

Create Template step 20

  1. Click Output data to see the data in JSON format

  2. Click Save template when finished

Create Template step 22

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

Modify Template step 1

  1. 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

  2. Modify the template as necessary

  3. Click Save template when finished

Modify Template step 4

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

Remove Template step 1

  1. Click Yes

Remove Template step 2