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Read PDF Form

Description

Read PDF form plugin step reads text from a PDF form.

Compatibility: PDF 1.5 and above

Limitations:

  • This step work only for editable PDF forms.
  • This step does cannot be used for the PDFs that are split using any PDF split utility.

Configurations

No.Field NameDescription
1Step NameName of the step. This name has to be unique in a single workflow.

Input Tab

No.Field NameDescription
1Input PDF PathSpecify the path of the PDF file to retrieve form data.
Alternatively, click the Browse button to select the file path.

Note:
• The PDF must be an editable PDF form.
• PDFs that are split using any PDF split utility cannot be used.
2Button: Browse…Clicking this button opens a dialog to browse and select the PDF file.
PDF Password:
3Checkbox: Accept Value as variable/staticLeave the checkbox unchecked to select a PDF password from a previous step using a drop-down list.
Enable the checkbox to display the password field as a text box and allow input of a static value or variable.
4PDF PasswordProvide the PDF password if the file is password protected. The password is encrypted and not stored in the workflow (.psw) file.

• If the checkbox above is enabled, the password field appears as a text box where you may enter a static value or variable.
• If disabled, it appears as a drop-down to select a value from previous steps.

Note: If the PDF is not password protected and a password is provided, it is ignored.

Output Tab

No.Field NameDescription
1PDF Field NameClick this column field to open a dialog with a list of available form fields in the PDF. Select form fields in the table.

The data type is String. This field is mandatory.
2Output Field NameSpecify the name of an output field to hold the PDF form field value.

The data type is String. This field is mandatory.