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PDF

These actions allow you to interact with PDF files in various ways.

Actions​

Read PDF Form​

With this action, you can read a fillable PDF form – i.e., a PDF with interactive controls.
The following configuration options are available:

  • PDF file:
    Here you must define the file to be read at runtime using a placeholder. This can be, for example, a file uploaded in a form, or an email attachment.
  • PDF fields:
    Here you must upload a sample file once so that linqi can read the available fields. Once you have uploaded a file here, the available fields are displayed along with their data type.
    These fields are then available as placeholders.
  • Enable error output:
    As soon as you activate this switch, you can catch and process errors.

This action provides the following placeholders:

  • PDF fields:
    Each field is subsequently available as a placeholder. The type of the placeholder (text, date, etc.) depends on the data types of the fields in the PDF document.

Generate PDF Export​

This action generates a PDF document, which you can subsequently reuse in various places via placeholders. For example, you can upload the document to SharePoint or attach it to an email. As a basis for this, you must generate a document template.
You must specify the following values as configuration:

  • Document Template:
    Here you must select the document template that will be used as the basis for the PDF document.
  • File name:
    Via this configuration, you specify the name of the generated PDF file. The .pdf file extension is automatically appended.
  • Compression:
    This option is particularly helpful if you insert photos or similar into the PDF, as it allows you to compress the images and thus obtain a smaller file in the end.

This action provides the following placeholders:

  • Generated file:
    This placeholder references the generated PDF file.

Merge PDFs​

With this action, you can merge two or more PDF files into one file.
The following configuration options are available:

  • File name:
    Here you determine the name of the new file resulting from the merger of the PDF documents.
  • First file:
    Using this placeholder, you define the first file for the merge. This will be placed first in the new document.
  • Second file:
    Using this placeholder, you define the additional file(s) for the merge. These will be placed sequentially after the first file in the new document.
  • Enable error output:
    As soon as you activate this switch, you can catch and process errors.

This action provides the following placeholders:

  • Merged file:
    This placeholder references the new, merged PDF file.