Add Existing PDF with Title Bar or Clipboard

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Add Existing PDF with Title Bar or Clipboard

To add an existing PDF open the PDF to be added and then open the record in the database related to the document to be added. If the clipboard method is being used copy the unique value to the clipboard.

Open PDF Filer and click on "File Open PDF"

Confirm that it is the correct PDF to be added and click on "Yes". If it is not close other open PDF files and run the program again. (Please note the open PDF must be on the local PC)

Select the Job from the drop down list and click on "Continue".

Click on "Get Title" if using the data in the Windows Title as the unique value or Get "Clipboard".

The unique value will be entered as the "Document Identifier". if it is correct, select the Document Type from the drop down list (or optionally key in a type if this option is available) and click on "File".

Once processed the results will be displayed. The user can close the PDF, Delete the PDF or Exit.