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Process Management Framework - Edit and manipulate PDF

Article last updated on the 22nd of July, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The Edit and manipulate PDF step can be used to compress a PDF to reduce the file size, redact certain words or phrases, or to add watermark images.

There are many instances where this step could be useful. One example could be when working with documents with sensitive data such as personal identification numbers or secret information. The Edit and manipulate PDF step can be set up to redact this information so that no one will be able to read it, before sending it to third parties.

An example of a simple process which manipulates a PDF document could look something like the following:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Get item step:

Step specific parameters

Parameter name Type Required Description
Compress level String No Use this field to select at which level the PDF document should be compressed1. Options are:
  • Low
  • Medium
  • High
Configuration N/A N/A Use this section to add configurations to the step2. Configuration type options are:
  • Text redaction: Redact a specific phrase or word from the PDF document.
  • Regular expression redaction: Redact a phrase or word based on a regular expression from the PDF document.
  • Text watermark: Insert a text watermark to a section or to all pages of the PDF document.
  • Image watermark:Insert an image watermark to a section or to all pages of the PDF document.

1 Compression will reduce the file size of the PDF document at the expense of the quality of elements, such as text and images.

Low: Optimizes the internal structure of the document and removes redundant meta data from the PDF document.

Medium: Same as "Low" compression and additionally reduces the quality of images in the PDF document by 50%.

High: Same as "Medium" but reduces the quality of images by 75% and sets the maximum resolution of images to 150 pixels.

2 Configurations are added to the step by clicking the "New configuration" button and selecting the type of configuration to add.

Configurations

Text redaction

Parameter name Type Required Description
Title String No Use this field to give the configuration a title. This is shown only in the Process Builder.
Text to redact String No Use this field to define the text inside the document which should be redacted by this configuration. You can type in a word or phrase, or select a text value from the context. 
Text match options String No Use this field to enable various options for the configuration. Multiple options can be selected. Options are:
  • Whole word: Select this if only instances matching the whole word or phrase in the "Text to redact" field should be redacted.
  • Case sensitive: Select this if the search for the text to redact should be case sensitive.
Replace color String No Use this to define the color of the block that will be placed on top of the text to redact. You can select a color from the options or type in a hexcode in the format #xxxxxx (e.g. #f8941e).

Regular expression redaction

Parameter name Type Required Description
Title String No Use this field to give the configuration a title. This is shown only in the Process Builder.
Regular expression to redact String No Use this field to define a regular expression to use for identifying the text to redact from the document.
Replace color String No Use this to define the color of the block that will be placed on top of the text to redact. You can select a color from the options or type in a hexcode in the format #xxxxxx (e.g. #f8941e).

Text watermark

Parameter name Type Required Description
Title String No Use this field to give the configuration a title. This is shown only in the Process Builder.
Text for watermark String No Use this field to define a text for the watermark.
Font String No Use this field to define the font of the text watermark.
Font size String No Use this field to set a font size for the watermark.
Font style String No Use this field to set a font style for the watermark. Options are:
  • Bold
  • Italic
  • Underlined
Font color String No Use this field to set a color for the font used for the watermark.
Rotation String No Use this field to define a rotation for the text watermark in degrees. The watermark is rotated around the bottom left corner of the text. Note that alignments (see below) are performed before rotation.
Transparency String No Use this field to define a transparency value. Transparency controls how see-through the watermark is.
Left margin String No Use this field to define a value for the left margin. Can be used to move the text watermark on the page.
Top margin String No Use this field to define a value for the top margin. Can be used to move the text watermark on the page.
Right margin String No Use this field to define a value for the right margin. Can be used to move the text watermark on the page.
Bottom margin String No Use this field to define a value for the bottom margin. Can be used to move the text watermark on the page.
Horizontal alignment String No Use this field to define the horizontal alignment of the text in the watermark. 
Vertical alignment String No Use this field to define the vertical alignment of the text in the watermark.
Pages to watermark String No Use this field to define which pages in the document should be watermarked. Options are:
  • All
  • First
  • Last
  • Every other page
  • Specified
First page to watermark String No If "Specified" is selected in "Pages to watermark", use this field to select the first page to watermark.
Last page to watermark String No If "Specified" is selected in "Pages to watermark", use this field to select the last page to watermark.

Image watermark

Parameter name Type Required Description
Title String No Use this field to give the configuration a title. This is shown only in the Process Builder.
Image URL for watermark String No Use this field to define a URL for the image to use for watermarking. Common practice is to use an image from the root Assets folder of the solution or a public CDN.
Rotation String No Use this field to define a rotation for the image watermark in degrees. The watermark is rotated around the bottom left corner of the image. Note that alignments (see below) are performed before rotation.
Transparency String No Use this field to define a transparency value. Transparency controls how see-through the watermark is.
Left margin String No Use this field to define a value for the left margin. Can be used to move the image watermark on the page.
Top margin String No Use this field to define a value for the top margin. Can be used to move the image watermark on the page.
Right margin String No Use this field to define a value for the right margin. Can be used to move the image watermark on the page.
Bottom margin String No Use this field to define a value for the bottom margin. Can be used to move the image watermark on the page.
Horizontal alignment String No Use this field to define the horizontal alignment of the image watermark. 
Vertical alignment String No Use this field to define the vertical alignment of the image watermark.
Pages to watermark String No Use this field to define which pages in the document should be watermarked. Options are:
  • All
  • First
  • Last
  • Every other page
  • Specified
First page to watermark String No If "Specified" is selected in "Pages to watermark", use this field to select the first page to watermark.
Last page to watermark String No If "Specified" is selected in "Pages to watermark", use this field to select the last page to watermark.
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