With this type, the recipient email address is contained in the respective document text and provided viaĪ predefined placeholder. With this type, all matching PDF documents are sent to the provided email address. The following options are available for the recipient type: Select the task type Send File and set the task status to Active. Sending, configure the account that should be used to send the emails. Then, in the category Email Account For Sending, on the tab File Processed, especially not renamed or moved.Ĭonfigure the send settings in the program optionsįirst open the program options via Menu -> Program Options. It is best to select files here that are located in a separate directory and are not However, since the preview of the filter results is also based on the sample files, Only, this specification is not required. Preview of the extracted data, verification results, etc., based on these sample files. Specify five or more PDF files here which correspond to the files you want to process. New PDF files dropped into the watched folder will be sent if you do not enter a filter The adjacent "Preview Results" tab shows whether the sample files added (in the Filter terms canīe combined with logical AND as well as OR. Also supported is the use of a listĬontaining, for example, all customer names or numbers, of which the document must contain at least one value.
In addition, you can enter a term from the document text, for example, Invoice. Optionally set various filter criteria here to send only specific PDF files by mail. Click the "Add." button and select one of the folders listed there. As soon as new PDF files arrive in thisįolder, they will be detected by the program and (provided the filter criteria are met) automatically processed - in this case, The next step is to specify one (or optionally several) folders to be monitored. If required, the password for the PDF files can be entered in You can have the profileĬolor-coded to better distinguish tasks performed in the log list. Profile a suitable name (for example, Send invoices by email) and optionally enter a comment. Optionally use the Catch-up function from the upper toolbar to send a batch of PDF files already existing in that folder.Ĭlick the "New Profile." button in the upper toolbar to create a new profile and open the configuration dialog box. New PDF documents placed in this folder automatically to the designated email recipient. If the filter criteria are met, Automatic PDF Processor will send all
This tutorial will show you how to set up a hot folder.
Monitor folders - Send new PDF files automatically by email Step-by-step instructions for automated sending of PDF files by email with Automatic PDF Processor for Windows Introduction
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