Newly filed PDF documents with collective invoices or protocols can be split according to various criteria with Automatic PDF Processor. You can specify the maximum number of pages or file size of the new PDF document, split it according to the top-level bookmarks or use keywords for splitting.

To extract only specific pages from PDF files, it is recommended to use keywords. With this type of splitting, a start keyword can be specified which specifies the first page of the respective new document and an optional end keyword to mark an alternative end of the respective document part. This will extract all matching part documents as standalone PDF documents.

An additional profile can be used to rename the newly created PDF documents according to contained text components, e.g., to integrate a protocol or invoice number into the file name.

Automatic PDF Processor supports automated moving of PDF documents, among other things also based on the presence of one or more keywords in the document text. This can be done either by setting a filter "Text of the document --> contains: xyz" or by using the Data type "Query with list". Define a separator such as the semicolon and enter a list with search term;result.

Example (search company name, use customer number as result):

• Jane’s Investment Services Inc.<AND>5th Avenue;CustomerID_12345
• Joe’s Printing Solutions Inc.<AND>6th Street;CustomerID_12349

Example (search IBAN, use company name as result):

• DE02120300000000202051<OR>DE02 1203 0000 0000 2020 51;Mustermann GmbH
• DE02500105170137075030;Musterfrau GmbH

The determined result is stored in a placeholder and can be used, among other things, for the path of the destination folder - for example, for a subfolder or file name.

The program enables automatic extraction of data from PDF files (PDF scraping). For example, invoice data such as invoice number, date, total, IBAN etc. can be extracted and saved in a CSV file. The order of the columns can be predefined. The CSV file can be created individually for each PDF document. Alternatively, it is also possible append the extracted PDF data line by line to a CSV collection file.

PDF data can be searched by specifying one or more search words (e.g.: invoice number:|invoice no.:|invoice #:) and specifying the position of the data area (e.g., to the right of the search result), or position-based by moving a selection rectangle.

Automatic PDF Processor enables automated sending of PDF files via email. PDF files newly stored in a monitored folder are sent to one or more recipients with a predefined message text and optionally additional attachments. Dynamic content, i.e., extracted data, can be integrated into the message text. The email can be sent using SMTP settings specified in advance in the program options or the Outlook standard account.

The email address of the recipient can be specified as follows:

• Fixed email address
• Email address from placeholder (from extracted data)
• Email address from CSV mapping (also from extracted data, such as a customer number -> extracting the email address from a CSV file based on the customer number)

An individual attachment can also be added to the document to be sent, for example a delivery bill. In this case, the file names of both documents must contain the same identifier, for example, the invoice number.