Use this page to find example workflows for Genta Automation.

Script

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

Automatic Detection

Genta has features that will automatically detect PDF data, including checkboxes, radio buttons, fillable form fields, text, textbox values, radio button controls, etc.

Cognillo Technical Support

Extract values from PDF with Fillable Fields to Excel

Script

Automatic Detection

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