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UTA PDF Parser

1,057 bytes added, 20:23, 20 July 2017

updating categories

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|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.

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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.

Within the Staff role, under the category of PDF Uploader, click on the icon labeled PDF Uploader to access the basket.

[[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.

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.

[[Image:~~FileUploaded~~PDFFilesUploaded.png|~~link=~~670x340px]]

3) 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. 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. [[Image:PDFFilesUploaded2.png|834x301px]] Once the PDF has been processed, navigate to the Grant to view the record.

The parser performs the following functions:

==See Also==

* [[PDF Parser - Video|UTA PDF Parser - Video]]

* [[UTA PDF Parser - Configuration Instructions]]

* [[Import/Export and Integration Techniques Overview]]

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|Click [http://wiki.smartsimple.com/wiki/PDF_Parser_-_Why%3F here] to learn why this feature is a benefit to your organization.

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[[Category:Data Import]][[Category:PDF]][[Category:Global Settings]][[Category:How]]