PDF Extractor & PDF

Accessed through clicking B2B Office Suite > "PDF Extractor" link on the left side panel of the application.

Extract data from Portable Document Files (PDF) into a usuable format. This can be used within a workflow to extract specific data elements from the file, such as customer information or invoice details.

Extract Data from PDF

1. Upload a PDF File

1. Use the top bar to switch into JTSheet View.

The PDF will be shown in a worksheet format, allowing for Sheet Fields and Search Variables to be created.

Create a Sheet Field

1. Click Add.

2. Set a Variable Name.

3. Select the Text Range.

4. Click Ok.

1. Click Save.