PDF Form Source

PDF Form Source in Astera enables users to extract data from a PDF form directly without creating an extraction template.

Configuring the PDF Form Source Object

Select the PDF Form Source object from the Toolbox and drag and drop it onto the dataflow designer.

You can see that the dragged source object is empty right now. This is because we haven’t configured it yet.

Right-click on the PDF Form Source object’s header and select the Properties option from the context menu.

A configuration window will open, as shown below.

Owner Password: If the file is protected, then enter the password that is configured by the owner of the fillable PDF document. If the file is not protected, this option can be left blank.
Use UTF-8 Encoding: Check this option if the file is UTF-8 i.e., Unicode Transformation Format – 8-bit, encoded.

Click Next.

This is the Layout Builder window, where you can see the data fields extracted from the fillable PDF document. Click Next.

This is the Config Parameters window. Click Next.

This is the General Options window. Click OK.

Observe that the PDF Form Source object that was previously empty now has a layout.