With Automatic PDF Processor, PDF files can be processed automatically. Any number of folders can be monitored in order to automatically print, rename or move incoming PDF files to dynamically named folders. Numerous metadata of the PDF document can be used in addition to the content, for example to include invoice information in the file path. The PDF files to be processed can be narrowed down with various profile-specific filters – the document text, PDF metadata and general file information are available as filters.
Extraction of data from the text of PDF files is optional. An unlimited number of extraction rules can be created within a profile. The extracted data can be used (after optional validation and formatting) for naming folders or the file name, and can be saved as an extract in a CSV file. Another task that can be automated with the Automatic PDF Processor is the extraction of attachments from PDF files, for example to save ZUGFeRD XML files, XRechnung attachments or similar as part of a PDF invoice in the same folder.
Print, rename, move, or copy PDF files automatically
Store embedded PDF attachments in any folder for archiving
Extract textual data from PDF documents automatically and save them as CSV file
Monitor any number of folders (hot folder monitoring)
Create individual rules for different tasks
Filter by document text, file date, attachment name or count, title …
Create the storage location (storage folder) dynamically from PDF document properties or based on content
Get informed about different processing statuses by email
Limit the automatic processing of PDF files to certain days and times, for example to print only during office hours
Combine a scan and OCR process with subsequent automatic naming by the Automatic Email Processor in order to be able to file older PDF documents in a structured way as well
Perform subsequent actions e.g., start a program with the path of the saved PDF file or PDF attachment as parameter
Process all already existing PDF files of a folder (with user-defined criteria)
Sort PDF — files automatically or have them moved to another folder and subfolder created dynamically from file properties
Send an Excel report with overview and detailed information on a regular basis
- Fixed a potential problem when determining the Outlook default account.
- If settings for sending emails were made or changed from the profile settings and not via Options -> Send settings, the program had to be restarted once afterwards so that the changed send settings were recognized.
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