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vineethk0001
January 12, 2023
Solved

Read data in Document

  • January 12, 2023
  • 3 replies
  • 2 views

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

    Best answer by rohithc3325

    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

    3 replies

    rohithc3325
    January 12, 2023

    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

    vineethk0001
    January 12, 2023

    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
    January 12, 2023

    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.