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Use this page to find example workflows for Genta Automation. |
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This example will extract content from a folder with 1040 tax returns. You will then export all data extracted from the fillable form fields to Excel.
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//Copy the files in resources section below and change the path below to where they are stored
$folder = "C:\\1040"
//Create a datatable to store the results you are extracting from
Create Datatable $TaxForms
//Add the columns that you will use to store the data
Add Datatable Columns "First Name", "Last Name", "SSN", "Total Amount (1a)", "Other Income (1h)", "Source"
Foreach($pdf in $folder)
{
//This command below will extract all PDF information including from fillable fields
Extract Fields From $pdf
//You will add a Pause here to let you view the extract field names
//You can view the values in the Variable Panel that is on the right of the Editor
//Pause
//You can open a PDF to view the corresponding values and choose the correct form field variable that Genta auto-generated
//The form field names are taken from the internal names of each form field
//You can remove or comment out the Pause command above when ready to run again after inspecting the values
//Now you want to switch to use the datatable created above to store the values
//Switch to $TaxForms
//You add rows with the corresponding data
Log $_TopmostSubform0Page10f1_020
Log $_TopmostSubform0Page10f1_030
Log $_TopmostSubform0Page10YourSocial0f1_040
Log $_TopmostSubform0Page10f1_280
Log $_TopmostSubform0Page10f1_350
Log $pdf
Add Datatable Row $_TopmostSubform0Page10f1_020, $_TopmostSubform0Page10f1_030, $_TopmostSubform0Page10YourSocial0f1_040, $_TopmostSubform0Page10f1_280, $_TopmostSubform0Page10f1_350, $pdf to $TaxForms
}
//Click the Open Results button below
Add Result $TaxForms
Send Results to Genta Desktop
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Genta has features that will automatically detect PDF data, including checkboxes, radio buttons, fillable form fields, text, textbox values, radio button controls, etc.
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multiexcerpt-fast-include-block-macro
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| Include Page |
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| Snippet - How-to Foot - Aria |
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| Snippet - How-to Foot - Aria |
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| Multiexcerpt fast include block macro |
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name |
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| Filter by label (Content by label) |
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| showLabels | false |
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| max | 10 |
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| showSpace | false |
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| cql | label in ( "kb-how-to-article-aria" , "kb-tech-aria" , "value" , "input" , "get" , "text" , "message" , "box" ) and label in ( "kb-command-reference-aria" , "kb-how-to-article-aria" , "kb-tech-aria" ) |
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