Automatic PDF Processor supports splitting newly filed PDF documents with collective invoices or protocols according to various criteria. For example, you can specify the maximum number of pages or file size of the new PDF document or use top-level bookmarks and keywords for splitting. In addition, splitting PDF files using QR codes or barcodes such as Code 128, ITF, etc., is also supported.

Using keywords is recommended to extract only specific pages from PDF files. With this type of splitting, a start keyword can be specified, which designates the first page of each new document and optionally an end keyword. This way, the program will extract all matching partial documents as standalone PDF documents.

Optionally, you can set up an additional profile to rename the newly created PDF documents with contained text components, e.g., to integrate a protocol or invoice number into the file name.

Automatic PDF Processor supports the automated moving of PDF documents, among other things, 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 a 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 sub-folder or file name.

The program enables the 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. Automatic PDF Processor can create an individual CSV file for each PDF document. Alternatively, it is also possible to append the extracted PDF data line by line to a CSV collection file.

Determining the PDF data location is done by specifying one or more search words (e.g., invoice number:|invoice no.:|invoice #:) and then selecting the position of the data area (e.g., to the right of the search result) or position-based by moving a selection rectangle. It is also possible to extract data from QR codes or barcodes.

Automatic PDF Processor supports automated sending of PDF files via email. You can send PDF files to one or more recipients with a predefined message text and additional attachments. Dynamic content, i.e., extracted data, can additionally be integrated into the message text. The program supports sending emails through an SMTP server, an Exchange server, or the Outlook standard account.

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

• A fixed email address
• An email address from a placeholder (from extracted data)
• An email address from a CSV mapping (also from extracted data, such as reading the email address based on the extracted customer number from a CSV file)

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.