You are viewing limited content. For full access, please sign in.

Question

Question

How to Merge Only PDFs That Have the Same Beginning Name?

asked on October 27, 2014

We have a workflow that will be downloading PDFs from a 3rd party web service and saving them into a folder in Laserfiche like so New Hire-> LastName, FirstName - SSN4. There are around 20 PDFs that will be saved in each folder named like so Date - LastName, FirstName - Personnel. This will of course cause renaming of documents to include (1), (2), etc. at the end of the document name in Laserfiche. I have read that is recommended to use QuickFields to convert PDFs to Tiffs. With that in mind, I need to be able to have QuickFields scan the New Hire folder and it's subfolders (that parts easy). When it comes across PDFs that are named the same at the beginning of the document (without the (1), (2)), to merge those together and store them in Laserfiche. Is there any way to do this using QuickFields?

0 0

Replies

replied on October 27, 2014

Assuming you have patternmatching/validation, I would just set the output name to be the input name passed through pattern matching with something like "(.*)\(" after you remove quotes.   From there, just make sure they merge all into the same document by Document Class Options > Document merging > Merge Documents Append. Since they will all now have the same name, it should just auto merge them.

Assuming your output folder isn't exactly the same as your input directory, I think it should work just fine, if you use the same folder you may need to do some testing.

 

0 0
replied on October 27, 2014

Yes, this is possible in Quick Fields. You can configure Quick Fields to generate pages from PDFs so now you'll be working with just the image files. Under the Pre-Classification section, add a Pattern Matching process to create a new token of the document name without the count. You can use the following pattern

^[^\(]+

Then in your document class, set the default document name to be that token. Finally, configure the Document Merging options in the document class to merge documents of the same name, along with however else you'd like to configure the pages being stored, etc. Note that you'll just end up with a single Laserfiche document that has the pages generated from the PDFs merged together.

replied on October 31, 2014

Hi Blake, 

If your question has been answered, please let us know by clicking the "Mark this reply as the answer" button on the appropriate response.

If you still need assistance with this matter, just update this thread. Thanks!

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.