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PDF Extractor & PDF

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Last updated 2 years ago

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.