PDF Form Source

PDF Form Source in Astera Centerprise enables users to extract data from a PDF form directly without creating an extraction template.

Configuring the PDF Form Source Object

  1. To get a PDF Form Source from the Toolbox, go to Toolbox > Sources > PDF Form Source. If you’re unable to see the toolbox, go to View > Toolbox or press Ctrl + Alt + X.

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  1. Drag-and-drop the PDF Form Source object onto the designer.

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You can see that the dragged source object is empty right now. This is because we haven’t configured it yet.

  1. To configure the PDF Form Source object, right-click on its header and select Properties from the context menu.

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A configuration window for PDF Form Source will open up.

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  1. Provide the File Path of the PDF file (your report).

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  • Owner Password – Use this option if your PDF file is password protected
  • Use UTF-8 Encoding – Use this option if your data follows a Unicode standard
  1. Click Next, this is the Layout Builder screen. Here you can change the field names and their data types.

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  1. Click OK. Observe that the PDF Form Source object that was previously empty, now has a layout.

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  1. Right-click on header of PDF Form Source object and select Preview Output from the context menu.

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A Data Preview window will open up showing you the preview of the extracted data.

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