This way, when you use the extracted value, you have the individual dateĬomponents available and can combine them as you wish. You should choose the data type of the same name. For most cases, the data type Text is the right choice. In the Rule Management window, you can set up rules to extract values from the text of the respective PDF file using the You can alternatively double-click on a rule name to navigate directly to it. Switch to the Data Extraction category and click Create/Edit Rules. It is best to select files located in a separate directory to ensure they will not be processed, However, since the preview of the filter results is based on the sample files, this You will get a preview of the extractedĭata, verification results, etc., based on these sample files in the profile settings. Specify five or more PDF files here which correspond to the files you want to process. The Results Preview tab shows whether the sampleįiles added (in the next step) meet the filter criteria. Furthermore, you can combine filter terms with logical AND as well as OR. It is also possible to use a list that contains all customer names or numbers, forĮxample. Text of the document and part of the file name. To move only specific PDF files automatically, you can optionally define filter criteria here. To do so, click the Add buttonĪnd select one of the folders listed there. Select a folder to be monitored, i.e., one or more folders where the PDF files to move will arrive. If necessary, you can enter the password for the PDF files in The program will show this comment in the profile list. Opens, you can give the profile a meaningful name (for example, Move invoices) and optionally add a comment, e.g., the destinationįolder. AfterĬreating the profile, you can also move a batch of pre-existing PDF files using the Catch-up function from the upper toolbar.Ĭreating a new profile is done by clicking on the New Profile button in the upper toolbar. This tutorial shows how to set up a hot folder to auto-move PDF files using data extracted from their contents. Monitor folders - move new PDF files automatically Step-by-step instructions for automatically moving PDF files with Automatic PDF Processor for Windows Introduction
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