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Automate PDF edit tasks

New Here ,
Sep 05, 2024 Sep 05, 2024

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Hello, 

 

I have a repetitive workflow in Edit PDF that I'm hoping to automate.  Example document is below, green highlights items that I have to add.

1) Add "QB" to indicate the invoice has been entered into QuickBooks

2) Add school name and "lunches" at the bottom of the page (e.g. Arlen Middle School - lunches)

3) Highlight text for total $ money dueScreenshot 2024-09-05 120937.jpg

 

Then, I send the PDF off for a signature.

 

My only idea for the school name plus "lunches" is to extract the text from the Bill To section, which has the school name.

 

Any ideas on how to automate this with scripting?  My knowledge of scripting is very basic.  Thanks!

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Al Assistant , Edit and convert PDFs , How to , JavaScript , PDF

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Community Expert ,
Sep 05, 2024 Sep 05, 2024

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If the locations of the new texts are always the same you can add them as a text field with the desired values for all the pages in the file quite easily. Same for adding a Highlight comment over the total amount. You can then flatten the pages to "incorporate" them to the file as static contents.

But if the locations are not always the same, and depend on things like the length of the table on the page, it becomes a much more complex script task.

I've developed many similar tools for my clients and would be happy to check out the file and let you know under which category it falls, and how much it would cost to develop either solution.

You can contact me privately by clicking my user-name and then on the blue "Message" button.

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