Content-based File Naming with Win2PDF

*** NEW FEATURE ALERT ***

In our latest Win2PDF 10.0.58 update we added a new feature for content-based file naming. It allows a PDF file to be named based on a certain word or set of characters that reside inside of the document being printed.

Here is the customer situation that prompted the new feature:

A county sheriff’s department wanted to generate PDF files from a legacy AS/400 application. A secretary named the PDF files based on a document number that was listed in the original document, and because she did so manually it was time-consuming and error-prone.

An example transport order from the sheriff’s department looked like this:

sheriff1

With the content-based file naming feature in Win2PDF, however, this process is automated. It allows Win2PDF to search the text of a document being printed, find a target search word, and use the following word as the PDF file name. It requires that PDF files contain text with a common search word that exists in all PDF files. (*Note: The “word” can be numbers or any character string that has a space before and after the “word”).

In the sheriff’s example, the content search word is specified as “DOC #:” in the Win2PDF Admin Utility.

sheriff2

Then, in the Document section of the Win2PDF file save options, the “User Defined” field was enabled with “%PDFAutoNameContentSearch%.pdf” as the file name.

win2pdf-auto-name-content-based-naming

The result? When each file is printed, Win2PDF searches for the document number in the original file, and then automatically names the PDF file with this number. No possibility of manual errors or extra time involved.  In this case, the file was automatically named “118277.pdf” when the file was printed.

Again, this was a relatively simple modification that we were able to do for customer that had a particular need and had no ability to change the original AS/400 program printing the documents.

If you have a similar need, let us know and we may be able to help.

Win2PDF for the Enterprise: Integration

In our last post, we talked about how Win2PDF can be customized for the enterprise.  In this post, we’ll continue the theme of enterprise users but focus on how Win2PDF can be integrated with other applications or business processes.

img_488306First, all of the Win2PDF products make use of the standard Windows API for printers. This means other applications can print to Win2PDF automatically, without any user interaction.  It does require some level of technical proficiency in programming, but there are a variety of programming environments we have documentation for, including Visual Basic (VB), Visual C for Crystal Reports, .NET, and Microsoft Access.  For a broader perspective all all features, just visit the Developer Information section of the Win2PDF user guide.

This in and of itself is a powerful tool that allows enterprises to create PDF files with specific naming conventions, file locations, and output options automatically.

Other useful features for incorporating Win2PDF with enterprise processes are:

  • Post-action setting:  This is a registry setting that can be set to allow the PDF created by Win2PDF to be passed to another program.  This can be useful for doing a secondary step with the PDF file, like processing it into a document management, email, printing, or reporting application.
  • Command-Line interface:  This was something we recently added and dedicated a blog post to it earlier this year.  It supports simple command line access to Win2PDF for merging, compressing, extracting pages, encrypting, and a variety of other PDF functions.
  • Win2PDF Mail Helper:  This free utility provides a SMTP mail client that can be used to send PDF files via email without user interaction.

Basically, if you have the ability to modify the application you are using to generate PDF files, using the integration options described here will give you the most powerful and flexible options to link PDF files into your workflow processes.  If you do not have the ability to modify the application, then the customization options for the enterprise would be the best option.

Let us know if you have questions about these or any other integration issues.  Again, if you can think of a situation where your PDF files can be incorporated into an enterprise process, there’s a good chance we’ve already figured out a way to make it happen.