Monitor folders - split new PDF files automatically

Step-by-step instructions for automatically splitting PDF files with Automatic PDF Processor for Windows

Create a new profile

Click the "New profile..." button in the toolbar to create a new profile. Enter a meaningful profile name in the configuration window - for example "Split collective invoices" or "Split collective protocols". Optionally, add a comment, for example, the destination folder. You can have the profile color-coded to quickly distinguish performed tasks in the log list.

Create profile for splitting

Specify the folder to be monitored

Next, specify one (optionally several) folders to be monitored. As soon as new PDF files arrive in the folder, the program will detect and process them automatically - in this case splitting them. Click the Add button and select one of the folders listed there.

Select hot folders

Set up one or more filters

Optionally, set different filter criteria here to separate only specific PDF files. You can use file properties like part of the file name or document properties like author, subject or even the text. Filter terms can be combined with logical AND as well as OR. If you do not enter a filter term, all PDF files entering the watched folder will be automatically splitted.

Set PDF document filter

Enable and configure the Split File task

In this category, you define the directory in which the separated individual documents are to be saved. Optionally, you can use dynamic contents for the folder structure and/or the file name. First determine the base directory, e.g., "D:\Separated files". In the field Subfolder, you can use dynamic properties (e.g., part of the file name) of the original PDF file. Click on Placeholder and select the appropriate entry. Various properties of the original document can also be integrated into the file names of the individual documents. The preview is calculated based on the previously added sample files.

Note: The placeholders here refer to the original file. In order to name the separated individual documents dynamically (for example with extracted text components, such as a invoice or protocol number), the separated files must first be saved in an intermediate directory. This intermediate directory must then be monitored by another profile in which automatic renaming or automatic moving to the target directory is configured
(see instructions: Rename PDF files automatically).

Furthermore, you can specify here how the program should behave if a file with the same name already exists.

Storage location for single documents

Determine the type of splitting

Determine here how PDF files are separated. The following options are available:

  • Number of pages
  • File size
  • Bookmarks (top-level)
  • Keywords

To save each page of a document as an individual file, select "Number of pages" and set "Max 1 page". Another commonly used splitting method is the use of keywords. This can also be used to exclude unwanted pages. For "From -> page contains:" enter a term that occurs on the first page of each individual document, for example "protocol number:". Optionally, for "To -> Page contains:" enter a term that occurs on the last page of each individual document, for example "Total:". If one-page documents are expected, the same term can be used again, so here "Protocol number: ". Intermediate pages without text or the search term are skipped with this type of splitting, i.e., not extracted.

When splitting documents according to a fixed number of pages, an intermediate directory can again be used and a second profile then moves only those documents that meet certain filter criteria to the actual target directory.

Type of splitting

Status notifications

Finally, it is possible to specify whether status messages about the processing of the respective PDF file (success, error, no match, no text, ...) should be sent to a specific email address. For sending the status message, either the default Outlook email account can be used or an email account with user-defined properties. After successful splitting a PDF document, any wave file can also be played.

Status report via email
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