Read data in Document

3 replies
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Hi All,

Is it possible to read the data in the word document or PDF file, and perform some actions based on that data ?

Thanks in advance.

Warm Regards

Vineeth

rohithc3325Answer

Participating Frequently

Hi [mention:70360891cd1e4d1b86a870e3e4a89de2:e9ed411860ed4f2ba0265705b8793d05],

It is possible to extract the data from PDF document by using Document Extraction Process.

Please go through the link and follow the steps for extracting data in the document : https://docs.appian.com/suite/help/22.4/create-doc-extraction-process.html

After the extraction you can send the data to your cloud database and perform the actions.

Hope this is helpful.

Regards,

Rohith

rohithc3325Answer

Participating Frequently

Hi [mention:70360891cd1e4d1b86a870e3e4a89de2:e9ed411860ed4f2ba0265705b8793d05],

It is possible to extract the data from PDF document by using Document Extraction Process.

Please go through the link and follow the steps for extracting data in the document : https://docs.appian.com/suite/help/22.4/create-doc-extraction-process.html

After the extraction you can send the data to your cloud database and perform the actions.

Hope this is helpful.

Regards,

Rohith

vineethk0001Author

Known Participant

Thanks for the reply Venkat, will this help in the even if the Document template is not a standard one, i mean, we will have multiple documents where the information is same, but all has different strtcture.

rohithc3325

Participating Frequently

The document structure should be standard in order to extract the data. We can use this smart service when we have multiple documents of same structure, where the data type fields should be same as the document fields. You can add a Write to data store entity smart service after the extraction process to store the data in the cloud.

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