Automation Anywhere Enterprise

Walkthrough: PDF Integration

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Objective of Walkthrough

The objective of this walkthrough is to make the end user comfortable with PDF Integration
and its various facets, like:
a) Converting a PDF document into an Image.
b) Extracting Data from PDF forms.
c) Extracting Text from PDF documents.
d) Merging and Splitting PDF documents.
e) Encrypting and Decrypting PDF documents.

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Example: PDF Integration

1) As usual we will first of all proceed to open the Automation Anywhere

2) We open the Task Editor to create a new task for this particular activity.

3) Next we point to the PDF Integration commands as seen here

4) We will start with “PDF Integration – PDF to Image” command , as seen below

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 Here we specify Page(s) that need to be converted to Image. Every page will be a
separate image that gets created.
We can specify what is the Type/Format of the image that we want to be created.
In case there are multiple Images, the Image Prefix will throw a new image for every
page on the lines of ImagePrefix_1.type, ImagePrefix_2.type and so on.

5) The above command will extract specified pages from above document and save
them as image/’s.

6) Next, we want to extract certain specific portions out of our pdf document as
below, and store them into variables.

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7) For this we will call the “PDF Integration – Extract Form Fields” command , and
begin the data extraction process as below , fill in data in the sequence
Specified below:

Clicking on “Add” opens the following dialog, where we specify which data has to
be extracted

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Right click on the field which needs to be extracted and choose “Add Field” ,
which then allows you to store the data in the variable of your choice as
below

The following dialog pops up on choosing “Add Field”, as below

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 We can see our value getting stored inside the variable we specified as below

8) We next call in a message box to display the value that we captured inside the
variables in the previous step , as below

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9) Next we want to extract all the text from certain pages of a pdf document and store it
as a .txt document , for which we use the “PDF Integration – Extract Text”
command as below

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9) As we can see, in the above we specified the document name, the Text Type of
the document (Structured or Plain), number of pages to extract, and the
location where we want the Text file to be created.

10) Next , we want to take a couple of documents , choose specific pages from them
and create a new document from the same , for this we will use the
“PDF Integration – Merge Documents” command, as below:

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 In the above image , we keep clicking on “Add” button to keep adding documents ,
subsequently , we click on each document picked up and specify whether we want to
Pick up “All Pages” or selective “Page(s)” from the document in perspective .

11) Next , we will take a look at the “PDF Integration – Split Command" , meant to
break down a PDF into smaller pdf’s as per user specification , as seen here

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 While splitting , we can split on the following lines :

a) Pages per file : Will try to split based on number of Pages specified , i.e create
pdf’s of that many number of pages .
b) Single File With Selected Pages : Creates a single file composed of pages chosen .
c) Blank Page As A Seperator : Breaks into smaller documents using blank pages
within the PDF document as a marker .
d) Bookmark Level Per File : Splits based on Bookmarks if they exist in the PDF .

File Prefix : Let’s Say we give the prefix as “split” , then in case multiple pdf’s are created
they will be named as split_1 , split_2 , split_n ……………

12) Next , we want to encrypt a pdf document , by setting user and owner level
passwords and assigning permissions “PDF Integration – Encrypt
Document” , as below

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 Owner Password : The creator/owner of the PDF will be having this password ,
which allows him/her to have all access to the PDF .
User Password : This password will be assigned by the owner to his/her team
members who need to be able to access this pdf based on user permissions applicable.

13) An , encrypted PDF document can be decrypted later using “PDF Integration –
Decrypt Document” if required

For decrypting the pdf , the User/Owner password , having required permissions will
have to be supplied .

14) Save and Run this script, we should get the desired output.

15) Our script looks like as below

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