PDFDataNet Configurator Documentation

This program is used to create and manage the document templates.

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Section 1

The tabs are used to move between the various sections of the program.

1.1 Document Class

A document class describes the type of documents you wish to process. In this section you configure the data sets you want to collect for each doument class. Typical document classes are Sales Orders, Supplier Invoices.

1.2 Templates

In the templates tab you create and templates using a sample PDF.

CLICK HERE to find out more about the Templates section.

1.3 Data Zones

In the Data Zones section you configure how the data is going to be extracted from a Template.

CLICK HERE to find out more about the Data Zones section.

1.4 Data Viewer

Data Viewer allows you to easily see the extracted data, load other examples of a PDF and generate test XML or CSV output files.

CLICK HERE to find out more about the Data Viewer section.

1.5 Transformations

The Transformations section allows you to maintain lookup tables for, for example, converting client product codes on a sales order into your own product codes.

1.5 Data Exporter

In data exporter you configure the output  XML or CSV file.

CLICK HERE to find out more about the Data Exporter section.

Section 2

2.1 Class Name

The class name describes the type of document you are processing.

2.2 Description

Enter a description of the class

2.3 PDF Output Path

Having extracted the data from the PDF this settings defines the location to move the PDF. Note that the path can include extracted variable names.

Section 3

Tables are used to extract the line details from the PDF. 

3.1 Table Name

Enter a meaningful table name to describe the line details you are extracting. For example, Products, TAX Analysis.

Section 4

In this section we define the data set of the data items we want to extract from each PDF.

4.1 Field Name

Enter a meaningful name for the field (data item)

4.2 Prompt

This can be a shortened version of the field name that will be used in the user interface screens.

4.3 Variable Name

The variable name will be used by the system to reference the data captured. 

4.4 Mandatory

A tick box to define the field as mandatory. If a mandatory field is not collected then the error case be invoked at time of exporting the data.

4.5 Default

You can set a default value for the field.

4.6 Suggestion

Enter a list of valid options for a user to select during manual indexing. The ‘|’ character is used to delimit the list.

4.7 MultiValue

A tick box to indicate the the field is a line detail and can have multiple values.

4.8 Hidden

A tick box to indicate that this field should not be displayed. This facility is useful for system wide variables such as default paths.

4.9 Table

For MultiValued fields select the relevant table.

4.10 Collection Method

Select the method by which the data will be captured. Note that the term OCR is used to indicate data extraction although for text based PDF files there is no OCR process.

4.11 Data Type

Select the relevant data type for the field.

4.12 Description

Text to describe and make notes about the field.

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