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Found 4 results

  1. Brian Anderson

    Templating of PDF files for reports

    Many data extraction programs allow for a report template to be created where the fields are mapped on output in to columns. Kind of old school I know. But I have been unable to do it myself with the PDF libraries, etc. because I lose the row and columns of the text fields I want to extract. Comes out as one text field per text file row. Thanks! Brian
  2. PDFelement

    Improve Contract Management with PDFs

    Learn how PDFs, along with changed processes and tools, can help you improve and update your contractual process! Contracts are used by companies to manage performances, negotiations, modification or termination of contracts with different parties such as other companies, customers, distributors, contractors, vendors, or employees. Any contract involves working closely with another person to reach mutual agreements and understanding on what is expected out of this contract. Generally, contract management involves 5 steps. Many companies follow these steps, but are stuck in the same old routine when the process could use an overhaul to improve the experience for everyone involved. Here are the steps you should be taking, along with suggestions on how to improve each step through the use of a PDF tool like PDFelement: Selecting the right contract template. It is important to choose a contract type that is the most suitable for your transaction. Different contract types include terms and conditions, letters of intent, letters of agreement, interagency agreements, leases, and more. Working off of a pre-made template is incredibly helpful in this step, because you aren’t just starting from scratch. PDFelement has many templates available to choose from, and other similar software programs usually do as well. It is also helpful to have assistance from a lawyer or legal expert when putting your contract together to ensure that it meets all necessary requirements. Easily collecting the required information. All important documentation need to be assembled quickly so you have it beforehand to avoid any delays in the agreement. These documents may include paperwork and decisions such as payment schedule, budget plan, a proposal routing sheet, the scope of work required, etc. Again, tools like PDFelement help you collect this information quickly and easily with features that let you create and fill forms that can be easily sent to the person you are negotiating with over email. PDFelement’s data extraction feature also helps in this step. Choosing the right negotiator. It is usually the authority in power that acts as the negotiator. This official institution negotiates between the two contracting parties and ensures terms and conditions are acceptable for both. This negotiator consults all head department and offices before reaching any decision. The process could take up to several months depending on the complexity of the contract. Reviewing the contract This process is carried out by any high entity or corporation that reviews all clauses andnature of the agreement. This body ensures that all rules and regulations, sponsor rules and the company’s policies are followed. All original documents need to be sent for this process. Again, with PDFelement, collaboration and annotation tools allow many people to review and comment on a contractual document, so that you are aware of sections that need to be changed or updated. Signing the contract. This is the final step in the contract management process. Once the contract has been evaluated and approved, both parties need to sign the contract agreeing to comply with the terms of this agreement. With the digital signature features, scanning tools, or printing to PDF functions provided by PDFelement, this process is easier than ever. Either party can scan their signature to appear in the document, or digitally sign the contract. They can even scan the document by hand and then scan and print it to PDF so it can easily be sent back electronically. As well, with the security tools available in PDFelement, both parties can encrypt the document with a password to ensure confidentiality. With the right digital tools like PDFelement, as well as by re-thinking old processes, you can vastly improve your company’s contractual process, resulting in much more timely agreements, and greater efficiency overall for your business! Have any other tips? Let us know in the comments! .
  3. Due to the increasing advancements made in technology and software, devices have become more and more vulnerable to cyber-attacks. Sectors including finance, private businesses, and even education are no longer safe from cybercriminals. Bank records are of particular interest and importance to cybercriminals. These bank records provide you with the entire financial history of an individual, and both the amounts and descriptions can be changed for electronic payments by these hackers. Deposits and balances can be altered and manipulated. This is one of the reasons that credit card and bank statements are often downloaded through the bank's website in PDF format instead of getting hard copies through the mail. This practice has now become increasingly common as banks across the globe are encouraged to go paperless. The reason why the finance sector and banks are adamant on adopting PDF as their main format is because of the benefits it brings. Some advantages of PDF include: • Document formatting is maintained Many bankers face a common problem when sharing documents. When they send a document made in Microsoft Word or any other word processor, the formatting can change once it reaches the other person who is viewing it on a different device. This can cause confusion, and also can make you look unprofessional to a client. However, with PDF format you can relax because this format presents your document exactly as you’ve originally formatted them. So, even if the receiver makes changes or additions to the document, the format will stay the same. PDF format is also great for sending documents that need to be printed out. • PDF is universal across all operating systems The PDF format is commonly used around the world, and due to this, it can be viewed and shared very easily, regardless of the device or operating system used. Whether you are sharing this format with someone in the same city as you or on the other side of the globe, PDF is the safest choice to use. Banks have many international clients, which is why the PDF format can prove to be very useful for them when sharing bank statements with their clients on the other side of the world. Some formats require a specific program or have particular requirements in order for it to work properly. However, this is not the case with PDFs. These PDF files can work with any operating system whether it’s a PC or a Mac and it works even on newer mobile operating systems such as iOS and Android. • Password protection When you are working in the finance sector, you are bound to handle sensitive information belonging to customers and clients, such as their credit card number, social security number, address, name, etc. When sharing such sensitive information, the risk of being hacked by cybercriminals can be very strong, however, there is no need to worry when working with PDF files as they can be protected with a password. You can also redact sensitive information, blacking it out so that the data is kept safe. As a result, these files can be kept away from prying eyes and help keep your clients' bank information and credit card statement well protected, which also improves your company reputation. • Form Processing and Data Extraction With programs like PDFelement, you can pull important data from PDF forms for easy analysis, risk assessment, and more. Use rules-based data extraction to analyze key points within each PDF document, or create a master template with classified form fields. This is great for creating client-facing application forms. Plus, you can easily manage credit risk with the data gathered from the PDF forms you have on file. With one-click form creation, you can build forms easily from Microsoft office file types like Word. By using PDFs, you no longer have to worry about your client not being able to view bank statements, or that the formatting of your PDF will not show up correctly. You also have less to worry about in terms of sensitive data being leaked or being unable to extract and analyze data. To find out more about how PDFelement can help when it comes to working in Finance and Banking, visit our Finance and Banking page. Have any other tips for how the PDF format is useful within the finance field? Let us know in the comments below!
  4. Do you have a lot of PDFs that you need to perform the same action on repeatedly? Chances are, you’d benefit from using our batch processing function! Batch processes let you select multiple files and perform the same action on all of them in one go. This saves a lot of time and clicking. However, while reviewing our forum, I’ve noticed a bit of confusion when it comes to using our batch process feature. The answer is Yes. Yes, you can. I’m aware that within every batch process, there are many nitty gritty little things that aren’t exactly intuitive. So, with this blog post, I’ll thoroughly explain each type of process. If you’re still unsure after reading this post, or if you think of other questions, always feel free to comment below! To use the batch process feature, you’ll need to take the following steps: Steps 1. Select the files you want to convert. They must be in PDF format already. Otherwise you won’t be able to select or open them in the program. 2. Select your preferences from the right-hand side 3. Pick a convenient location on your computer to save all the files 4. Begin batch processing However, the options available for each action are varied! Convert This is a good tool to use when you have a lot of PDFs that you want to convert into the same format separately. Within this tool, you can choose: Filetype: Word, PowerPoint, Excel, Image, ePub, Text, Pages, HTML, RTF Languages OCR Range: you can pick the range of pages you would like to perform OCR on Data Extraction A doctor’s office or law firm (or any business with clients for that matter) that collects forms, contracts, or invoices would find data extraction extremely useful for gathering all the information you need into one convenient location. I will release a separate post on data extraction in the near future, but it’s important to note that the end document after performing data extraction will be an excel sheet where each row contains information from a different form. Within this tool, you can choose to: Extract data from PDF form fields If your PDF form has form fields, the software will be able to easily grab the data from each field Extract data from scanned PDF If your form was scanned and does not have electronic form fields, you can manually mark up the areas to be extracted. Of course, for this to work, you need to make sure that all the forms have the same layout. OCR If you have multiple documents that you need to perform OCR on, I would just load it all up and then go take a coffee break. The OCR process can take a few minutes! Within this tool, you can choose: Language How much you want to compress the file: 72 dpi, 150 dpi, 300 dpi, 600 dpi OCR Setting: Editable – The text on the PDF will be replaced with real text that can be edited Searchable – The words on the PDF will be searchable but you won’t be able to edit them. Bates Numbering This is a great tool for anyone working in the legal industry, since you have a lot of documents that need to be labelled with Bates Numbering. With this feature, you can choose: Source A Bates numbering setting that you have saved previously Which alignment you would like the header to be in (Left, Right, Center) Option to add the Date or Bates numbering Text: select font, size, color Appearance Date format Option to shrink the document to avoid overwriting its text and graphics Option to keep the position and size of header/footer text constant when printing on different page sizes. Position Finetune the margins Watermark With this process, you have the option of removing or adding watermarks in bulk to the documents that you would like to protect. Removing is straightforward – you just select the files with watermarks that you want to remove and select the location where you want the files to be saved to. Adding a watermark has additional choices: Source Option to select a pre-saved watermark Option to create text to use as watermark or upload image or PDF from your computer. Appearance Option to rotate the watermark Adjust opacity Size in relation to page Location Option to keep the position and size of header/footer text constant when printing on different page sizes Position The page is split into 9 grids and you can select which section the watermark will appear on Finetune the position of the watermark on the page Select the pages that you would like the watermark to appear on: range, even, or odd pages Encryption You can use this feature to protect your files and give full access to a select audience. This is good when you are emailing important forms or contracts. This way, only the sender and the receiver have access to sensitive or confidential information. Encryption selection: Document Open Dictate whether readers need a password to open your documents. If yes, set your desired password. Permissions If you choose to restrict aspects of editing and printing of the document, you can set a password so that only certain people with access to the password can print or edit the document. You can restrict the ability to: Print in high resolution Insert, delete, and rotate pages Fill forms Sign forms Review forms Page extraction Encryption Level Options You can select your encryption level: 128-bit RC4, 128-bit AES, 256-bit AES Tips: The Windows version of the batch processing feature is more or less the same. There are some additional features here and there; feel free to click around and explore! While you can upload an unlimited number of files to the screen, a user pointed out that there seems to be a 500-file limit to what can be processed. So, we did a few tests and found this to be the case. Just something to be aware of! Still confused? Have more questions? We always want to hear from you – feel free to comment below or head on over to our Forums to post a thread or find out more!
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