Create and Utilize a PDF Parsing Rule

Step-by-step instructions

1. 
   Step 1

   Upload the PDF file you want to parse using the upload button, then annotate the data fields you want the rule to extract.

2. 
   Step 2

   In the rule settings, enter a name for the PDF parsing rule and select the group email address that will receive parsed documents.

3. 
   Step 3

   Click Save to create the rule, then click the View button to verify the annotated data appears correctly.

4. 
   Step 4

   To test the rule, send a PDF document to the group email address you configured; the system will recognize it as matching the rule.

5. 
   Step 5

   Wait for the email to appear in the inbox; once it is reflected, a notification will indicate that the job has been successfully parsed.

6. 
   Step 6

   Click the notification to open the parsed job and confirm that the customer site, work order, and line items match the original PDF.