PDF (Portable Document Format)

Description

PDF (Portable Document Format) is a popular file format used to illustrate documents and exchange data. A PDF file is a self-contained cross-platform document, therefore, it will look the same on the screen and in print, regardless of what kind of computer or printer someone is using and regardless of what software package was originally used to create it.

The PDF action can streamline document creation and sharing as well as increase productivity and consistency across your enterprise by allowing you to automate an assortment of common PDF operations. It can concatenate or merge two or more PDF documents, append new pages to an existing PDF file, extract pages, insert pages at a particular location in an existing PDF file or split one PDF into two or more PDF documents. Security features include the ability to encrypt and decrypt PDF documents with either 40-bit,128-bit or 256-bit encryption and also specify user passwords for further protection.

Available Activities

The list of activities for this action are arranged below in alphabetical order. For more information about a specific activity, click its associated link.

Activity
Description

PDF - Add attachment(s)

Attaches one or more files to a PDF document. To specify more than one file, use wildcard characters (i.e. * or ?). To specify multiple files or wildcard masks, separate them with a pipe character (i.e. c:\*.txt|c:\*.bak).

PDF - Add header/footer

Adds an image or text-based header or footer to a PDF file.

PDF - Clear signature(s)

Clears a specific signature or all signatures attached to a PDF file.

PDF - Create

Creates a new PDF document from plain text or HTML.

PDF - Create session

Creates a unique session which can be used to associate subsequent PDF steps. This provides a single task the ability to execute numerous PDF operations associated to a specific session.

PDF - Decrypt

Decrypts an encrypted PDF file.

PDF - Delete attachment(s)

Removes one or more attachments embedded in a PDF document. To specify more than one attachment to delete, use a comma as a delimiter. An Attachment Browser is provided allowing you to easily browse the files currently attached to the PDF document.

PDF - Disable field(s)

Disables entry of data into specific form fields or all form fields that exist in a PDF file.

PDF - Encrypt

Encrypts a PDF file and sets a password needed to later open the file.

PDF - End session

Ends a session previously created by the Create Session activity. This activity automatically saves any changes made during the session.

PDF - Extract

Extracts data contained in a single page or all pages of a PDF file and outputs the data onto an existing variable or particular file type/location.

PDF - Get attachment(s)

Extracts all files or specific files attached to a PDF document and saves them to the location identified.

PDF - Get field value

Populates an existing variable with the current value of a specific form field in a PDF file.

PDF - Get field(s)

Creates and populates a dataset with the information (i.e. field name, type, value) of a specific form field or all form fields in a PDF file.

PDF - Get PDF information

Creates and populates a dataset with file specific information (i.e. creation date, author, number of pages, file location) of a PDF document.

PDF - Get signature(s)

Creates and populates a dataset with the information (i.e. signature name, location, creation date, signer) of a specific signature or all signatures attached to a PDF file.

PDF - Insert

Inserts one or more specific pages of a source PDF file into a particular page of a target PDF file.

PDF - List attachment(s)

Retrieves attachments contained in a PDF document and populates a dataset with results.

PDF - Remove

Removes one or more specific pages from a PDF file.

PDF - Replace

Replaces text found in a particular page or all pages of a PDF file.

PDF - Search

Finds text matching a particular word or phrase, from a single page, all pages or specific pages of a PDF file and populates a dataset with properties (i.e. text, position, font name, font size) of the found text.

PDF - Set field(s)

Enters a value into one or more form fields in a PDF file.

PDF - Sign

Adds a visible or non-visible signature to one or more particular pages in a PDF file.

PDF - Split

Splits a PDF file to individual pages.

PDF - Stamp

Adds a text, image or PDF page stamp in a PDF file.