32 Program Options

32.1 Overview

The Program Options contain central settings that apply to all profiles. Here you configure the email account for sending, processing times, backup settings, and other program-wide functions.

Access: Menu ToolsOptions… or keyboard shortcut Ctrl+O


32.2 General

Language

Select the program language: - Deutsch (German) - English (default)

The change takes effect after restarting the program.

Autostart

Option Description
Start with Windows The program runs automatically at Windows startup
Start to system tray The program starts minimized in the system tray

Minimize/Close Behavior

Option Description
Minimize to system tray When minimizing, the program moves to the system tray
Close to system tray The close button minimizes the program instead of closing it

Working Directory

Optionally, you can specify a custom working directory where temporary files required for processing are created. By default, a subfolder in the Windows temporary directory is used.

Use Case: When experiencing problems with the default temp directory or when temporary files should be created on a specific drive.

Centrally Managed Profile File

For enterprise environments, you can specify a centrally managed profile file that is read by all workstations.

Option Description
Profile file Path to the central Profiles.json
Allow editing When disabled, profiles can only be read, not modified
Suppress processing in admin mode Processing is suspended when the central file is being edited

Password Storage

Determines where sensitive passwords are stored:

Mode Description
Encrypted in configuration Passwords are stored AES-encrypted in the JSON files (default)
Windows Credential Manager Passwords are stored in the Windows Credential Manager

Recommendation: For service operation or shared configurations, Windows Credential Manager is more secure.


32.3 Processing

Check Interval

Specify how often the program checks the monitored folders for new files.

Setting Default
Seconds between checks 120 (2 minutes)

Note: A shorter interval leads to faster processing but increases system load.

Pause Between Processing

Optionally, you can set a pause between processing individual files. This is useful for external systems that need time for synchronization.

Restrict Processing Period

Limit processing to specific times:

Setting Description
Weekdays Process only on selected days
From/To Time range for processing (e.g., 09:00-17:00)

Use Case: Processing only during business hours, for example, to print only when staff is present.

Error Handling

Notify on Errors

Enable this option to automatically receive an email when processing errors occur.

Setting Description
Recipients Email addresses for error notifications (comma-separated)

Move Files on Errors

Setting Description
Move files with errors Move files that could not be processed to a separate folder
Target folder Path to the error folder

Files Without Text

Options for PDFs that contain no extractable text:

Option Description
Move Move to a separate folder
Send via email Send to the specified recipients
Ignore Exclude these files from processing

Files Without Filter Match

Option Description
Move Move files that don’t match any profile filter to a folder
Target folder Path to the folder for unassigned files

Advanced Settings

Option Default Description
Treat moved files as known Yes Files moved by the program are not processed again when reappearing at the original location
Enable ML for barcode detection Yes Machine learning (local) for improved barcode detection
Remember already processed files Yes Stores checksums of processed files to avoid duplicate processing
Checksum retention (days) 90 How long file checksums are stored (0 = unlimited)

32.4 Email Account for Sending

Configure the email account used for all email tasks and notifications.

Account Type

Type Description
SMTP Direct sending via an SMTP server
Outlook Sending via installed Microsoft Outlook (classic)
Exchange Online Sending via Microsoft 365 / Exchange Online

SMTP Settings

Setting Description
Server Hostname of the SMTP server (e.g., smtp.provider.com)
Port SMTP port (default: 25, SSL: 465, STARTTLS: 587)
Username Login name for the SMTP server
Password Password for authentication
Sender name Name displayed as sender
Sender email Email address of the sender

Encryption

Option Description
Auto-negotiate Use best available encryption (recommended)
None Unencrypted connection
SSL/TLS immediately Encryption from the start (port 465)
STARTTLS required STARTTLS must be supported
STARTTLS if available Use STARTTLS if supported

S/MIME Signing

For digital signatures, you can configure an S/MIME certificate:

Source Description
Windows Certificate Store Select certificate from Windows store
Certificate file PFX/P12 file with private key

Outlook Settings

Setting Description
Use default account Use the default account configured in Outlook
Custom account Select a specific Outlook account via SMTP address

Exchange Online Settings

Setting Description
Sender name Name of the sender
Sender email Email address (must be linked to Microsoft 365)
Timeout Connection timeout (default: 30 seconds)

Note: Exchange Online requires one-time authentication with Microsoft.

Pause After Sending

Optionally, you can set a pause between email transmissions to respect email server limits.


32.5 Excel Report via Email

Automatic sending of an Excel report with processing statistics.

Send Report

Setting Description
Send report via email Enables automatic report sending
Recipients Email addresses for the report (comma-separated)

Save Report

Setting Description
Save report locally Saves the report as an Excel file
Directory Storage location for report files

Interval

When should the report be created?

Interval Description
Daily Every day at the specified time
Weekly On a specific day of the week
Monthly On a specific day of the month

Report Period

What time period should the report cover?

Period Description
Current day Only today
Previous day Yesterday
Previous week The complete previous week (Mon-Sun)
Previous month The complete previous month
Last X days The last N days
From first of month to today From the beginning of the month until today

32.6 Log

Retention Period

Setting Default
Days 365

Log entries older than this period are automatically deleted.

Display Limit

Setting Default
Maximum number of displayed entries 25,000

Limits the number of log entries displayed in the main window to optimize performance.


32.7 Backups

Automatic backups of the program configuration.

Enable Backup

Setting Default
Create backups Yes

Backup Interval

Setting Default Description
Every X hours 4 Time-based backup
After profile changes No Backup after each profile change

Backup Directory

By default, backups are stored in the AppData folder. You can specify an alternative directory (e.g., a network drive).

Maximum Count

Setting Default
Maximum number of backups 50

Older backups are automatically deleted when this count is exceeded.


Default settings for the print task.

Profile Presets

Setting Default Description
Stop processing after applying Yes Additional profiles are not applied to the same file
Treat recurring files as new No Files that reappear in the folder are processed again
Setting Default Description
Auto-rotate pages Yes Pages are optimally aligned to paper size
Auto-center content No Print content is centered on the page
Size mode Fit How content is adapted to paper
Scaling 100% Percentage scaling of print content

Size Mode

Mode Description
Fit Content is scaled to page size
Original size Content is printed at original size
Custom Manual scaling in percent

32.9 Dynamic Lists

Dynamic lists enable centralized management of values that can be used in extraction rules or for filtering.

List Management

Action Description
New Create new dynamic list
Edit Edit selected list
Delete Remove selected list

List Types

Type Description
Static Fixed defined values
CSV file Values are loaded from a CSV file
Excel file Values are loaded from an Excel file

Usage

In extraction rules, you can reference dynamic lists with: - <QueryWithList{ListName}> - Query value from the list - <EntryFromList{ListName}> - In filter: Check if value is in list

Use Case: A list of customer numbers that is regularly updated can be maintained centrally and is available to all rules.

Note: When lists are used as filters, the column separator is optional for single-column lists and the column specification for the result is irrelevant. However, when using the data type “Query (with List)”, the separator must be specified.


32.10 Password List

Central management of passwords for encrypted PDF files.

Adding Passwords

Add passwords that the program automatically tries when opening encrypted PDFs.

Action Description
Add Add new password to the list
Remove Delete selected password

How It Works

When the program detects an encrypted PDF file: 1. Passwords from the current profile are tried 2. Passwords from this global list are tried 3. On success, the file is opened with the found password

Security Note: Passwords are stored encrypted, depending on the setting under “General” → “Password Storage”.


32.11 Other

Check Folder Overlap

Setting Default
Check monitored folders for overlap No

When enabled, the program warns when saving if multiple profiles with insufficient filter criteria monitor the same folder or overlapping folders.

Trim Function for New Rules

Setting Default
Automatically add trim function Yes

New extraction rules automatically receive the cleanup function “Remove spaces at beginning and end”.

Printer Availability Check

Setting Default
Simplified printer availability check Yes

When enabled, only checks whether the printer is installed, not whether it is available. This can avoid problems with network printers.

Folders for Encrypted Files Without Password

Specify folders where encrypted PDF files should be processed even without a password. The files are processed in the state in which they are accessible.

Use Case: PDFs with permission password that are readable but cannot be edited.


32.8 Tips and Notes

Backup Configuration

Use the automatic backup function to protect your configuration. In case of problems, you can restore a previous state.

Backup Path: %APPDATA%\Gillmeister Software\Automatic PDF Processor 2\Backups\

Email Test

Before using email tasks in production, test the email settings with the test function in the Options dialog.

Processing Times

The “Restrict processing period” setting is useful for: - Print tasks that should only be executed when staff is present - Environments where files are only expected at certain times - Systems reserved for maintenance or backups at night

Centralized Profile Management

For enterprises with multiple workstations: 1. Save profiles on a network drive 2. Enter the path under “Centrally managed profile file” 3. Optional: Disable “Allow editing” for end users 4. Optional: Enable “Suppress processing in admin mode” for the administrator