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|[[Image:How.png|50px|link=]]
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}
SmartSimple's UTA PDF Parser allows for fillable forms in PDF format to be downloaded from SmartSimple, completed ''offline'' and then re-uploaded to create records within SmartSimple.
[[Image:PDFParserGraphic.png|link=]]
The settings page for the UTA PDF Parser is accessed through the [[Global Settings]] page, under the Integrations section.
Instructions on how to configure a new PDF Parser are available at this page: [[UTA PDF Parser - Configuration Instructions]].
A video describing the PDF Parser functionality has also been prepared and is available here: [[PDF_Parser_-_Video|UTA PDF Parser - Video]]
The following is a run-through of the UTA PDF Parser functionality as implemented on a demonstration copy of SmartSimple.
==Example of Implemented UTA PDF Parser Demonstration==
===Generating the PDF===
Access the PDF by opening up a grant record. Click on the Documents tab located on the top.<br>[[Image:Documents Tab.png|link=|500px600px]]<br>Locate “Site Visit Form” and click Open to generate a PDF. This PDF will be pre-populated with the client organization details. At the very bottom will be two fields which store unique identifiers for the grant.<br>[[Image:OpenSiteVisitFormPDF.png|link=]]
===Filling Out the PDF===
# Open the PDF using Adobe Reader. Be sure to have the latest version.
# The PDF contains sample questions from the following sections:
:* Summary
:* Area of Focus Alignment
:* Eligibility
:* Evaluation
Each of these questions corresponds with the matching fields located within SmartSimple.
When finished filling out the fields, in '''Adobe Reader''' go to File -> Save.<br>
[[Image:FillingOutPDFFields.png|link=]]
===Uploading the PDF===
Within the Staff role, under the category of PDF Uploader, click on the icon labeled PDF Uploader to access the basket.<br>
[[Image:PDFUploadFolder.png|link=]]
* The URL is '/FileUpload/app_basket.jsp'
Drag and drop your filled out PDF into the area shown below in order to upload the file.<br>
[[Image:DragandDrop.png|link=]]
<pre>If you run into this error in Firefox, you will need to update your Java or just click on the gray on the box to continue.</pre><br>
[[Image:PlugInVulnerable.png|link=]]
Once the file is uploaded, the parser runs every 5 minutes and will process the file. Once the file has been processed, it will no longer appear in the list of uploaded PDFs when you refresh the page.<br>
[[Image:PDFFilesUploaded.png|670x340px]]
The PDF Parser will only successfully function when using PDF files. If you try adding a non-PDF files you will be notified via an alert at the bottom of the upload window.<br>
Any actual PDF files included will not be loaded until the offending document is removed and the user has manually click the Start Upload button.<br>
[[Image:PDFFilesUploaded2.png|834x301px]]
Once the PDF has been processed, navigate to the Grant to view the record.
The parser performs the following functions:
* Creates a new {{l2}} record called "Site Visit" and sets status to "Submitted"
* Attaches a copy of the uploaded PDF into a multiple file field located at the bottom of the {{l2}} record.
* The L2 record will have the following sections populated with data:
:*Summary
::*Question 1
:*Area of Focus Alignment
::*Question 2
::*Question 3
:*Eligibility
::*Question 4
::*Question 5
:*Evaluation
===Re-uploading the file to create a new record===
Change the Date of Visit in order to have the application create a new record if re-uploading the same file
[[Image:DateofVisit.png|link=]]
==See Also==
* [[PDF Parser - Video|UTA PDF Parser - Video]]
* [[UTA PDF Parser - Configuration Instructions]]
* [[Import/Export and Integration Techniques Overview]]
{| class="wikitable"
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|[[Image:Why.jpeg|50px|link=]]
|Click [http://wiki.smartsimple.com/wiki/PDF_Parser_-_Why%3F here] to learn why this feature is a benefit to your organization.
|}
[[Category:Data Import]][[Category:PDF]][[Category:Global Settings]][[Category:How]]