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Introduction to using PDF files in automations

Updated on February 3, 2021

Build greatly enhances your PDF processing capabilities. The new visual designer makes working with PDF files much easier because you can visually identify the items within the file that you want to automate. Once identified, these items appear in your Object Explorer so that you can use them directly in your automation. With this functionality, you can perform the following actions:

  • Read and write to form objects (items that users can edit in a standard PDF editor) in your automation, similar to what you would do with an interrogated adapter control.
  • Use Optical Character Recognition (OCR) to detect whether an image-based document has any check marks, signatures, or both at known locations.
  • Automatically detect tables within PDF files based on intersecting lines and extract the information in those tables into a data table for use in your automation.
  • Use the reconciliation mode to quickly automate a workflow. In this mode, Robot Runtime users can see the data elements that are extracted from a file and update those elements if required.

For more information about using PDF files in Pega Robotic Automation 19.1, see Incorporating PDF files in automations 19.1

For more information about using PDF files in Pega Robotic Automation 8.0 and 8.0 SP1, see Incorporating PDF files in automations 8.0 and 8.0 SP1.

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