Automating PDF documents

With reference to the content and conditions, documents can be identified, shared and metadata are read out. The documents can be reassembles after criteria. Stationery can underlaid content controlled. The documents can be printed or sent via email.

 

 

Template Editor

Using the Template Editor, the criteria and process steps are configured. Templates and associated layouts are required to categorize the documents to split and read the desired information therefrom. Templates determine the naming, folder structure, metadata and define further processing with stationery, signature and email delivery.

Templates define how documents are classified on conditions are associated with a layout or divided into individual documents. Templates define layouts for all the common processing parameters: fields, file name, folder structure, condition: parts, recognizing, delete pages, and stationery, signature and email

Conditions

Built on fields and over logical links as well as text and substring. In order to control split, layout detection and deleting pages

Erase Pages

Through logical criteria pages can be identified that should be deleted and not transferred into the target document.

Split documents

Documents can be divided according to fixed pages, changing field contents, logical criteria or recognizing the layout change

PDF preview

In the example document for the layout, the fields are positioned using drag and drop. Read field contents are displayed immediately.

Stationery

Possible Overlay and Underlay of PDF stationery. Different letterheads can be controlled und used by conditions out of the document content.

Search and Anchor fields

Fields can be positioned and read from an absolute position, or via a search function, relative to anchor fields.

Layouts

A template can also be associated with multiple layouts. These specify how and where the fields been found or what is to be read.

Detect Layout

The layout recognition is performed by logical conditions via the fields positioned in the layout.

New assembly

Documents can be split and then put together again, on fields with different sorting and structure.

Test Function

Direct test of the template - recognizing, reading, sharing, deleting pages is simulated and displayed, other test files can be selected.

Email template

Recognizing and reading e-mail addresses from the document. Subject and content are preconfigured and can be enriched via field contents. Fixed attachments are assignable.

PDF Info fields

Can be filled with a fixed text or data read from the document information.

UseCase: Collective invoices and credit notes – recognizing, reading and split into single documents

In this application, a stack of documents containing invoices and credit notes with different layouts exist. This must be split into individual documents and the single documents are named after the document number. Not only the layout of the document types are different, even within the same document type, the position of the document number, depending on the number of address lines may be vertically different.

see more use cases

Screenshots

Automate PDF document processing

  • Collective invoices and credit notes - recognizing, reading and split into single documents
  • Scan invoices, automatically detect, read metadata for further processing
  • Split Total reports and compose new according to different criteria
  • Share documents, rename, organize in folders and make them accessible via OwnCloud mobile clients
  • Generate tickets, vouchers and invoices by underlay of graphics and output via a print server
  • Underlay of stationery
  • Automated archiving of reports and documents
  • Sending invoices, order confirmations, reminders, appointment reminders

Downloads

PDFmdx Session

We recommend a joint online session with your data in order to perfectly show the complex possibilities of PDFmdx and customize it for your needs. Contact us

PDFmdx

V 2.4.3
Windows 32/64bit

PDF2Printer

V 1.0.1
Windows 32/64bit

ATEX > FREE MS Outlook plugin

This allows all attachments from one or several messages or an entire MS Outlook folder be exported into the file system. All export settings can be configured and selected over profiles. It can be switched quickly and easily between different storage folders, and naming structures.

  • We use PDFmdx MetaData Extractor very successfully in our company. Especially our sales appreciates the uncomplicated information gain at the customer site. Our Offers / Confirmations will be extracted as a PDF from the ERP and synchronized with the cloud solution to the Tablet of the employeethe folder structure created by PDFmdx allows a very clear solution.

    J.C.Bawart & Söhne GmbH & Co KG

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