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Home | Categories | How-to-Articles | Command Reference | Examples | Troubleshooting | Cognillo.com

Use this page to find example workflows for Genta Automation.

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.

//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

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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