Extract Document Text

Our Extract Document Text solution allows you to schedule and automatically extract text from PDFs, docx, and doc files stored into custom parameters you can then search for a particular word or phrase.

HOWAnnual License, Glossy, On Demand, Video
WHATActuals, Configuration
WHENSince 2020
WHERECustom Data, Other, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, Data Processing, Schedulable

  1. Solution
    Product Intro Slide
    Extract Document Text

    Extract Document Text

    Enhance Searches

    Our Extract Document Text solution allows you to schedule and automatically extract text from PDFs, docx, and doc files stored into custom parameters you can then search for a particular word or phrase.

    Image slide #1
    Price Slide

    Extract Document Text

    From
    $1.00/Item

    To a Maximum Of:

    $499/Day
    $1,999/Week
    $7,499/Month
    $24,999/Year

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    MORE DETAILS…

    TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

    Our Extract Document Text solution allows you to schedule and automatically extract text from PDFs, docx, and doc files stored into custom parameters you can then search for a particular word or phrase.

    To use it…

    Download an follow the example in this video to:

    • Create the Text Extract Task custom form
    • Add five text fields to that custom form called Task Extract Block 1, Task Extract Block 2, Task Extract Block 3, Task Extract Block 4, and Task Extract Block 5
    • Attach the Text Extract Task custom form to one or more Tasks of interest (ideally, via Bulk Update, and if desired, on Task Templates for going forward)
    • Upload one or more PDF, docx, or doc files to those Task(s) of interest
    • Open the Extract Document Text solution
    • Connect to your Workfront Instance
    • Set the Object Type = Task
    • Set the Custom Form = Text Extract Task
    • Set the Workfront Object Type = Task
    • Set the Parameters to Task Extract Block 1, Task Extract Block 2, Task Extract Block 3, Task Extract Block 4, and Task Extract Block 5
    • Run the solution to extract the documents text into the Task Extract Block parameters, each of which holds up to 2000 characters, and will be filled in order
    • (Optional) Once you have confirmed the desired functionality, consider navigating to My Account > Scheduled Solutions to set up Extract Document Text on a suitable reoccurring cadence (e.g. monthly, weekly, nightly, etc.)

    NOTE: the current version of Extract Document Text requires that the documents and Text custom form be stored at the Task level. If you require more than five 2000 character Task Extract Block custom parameters, you may add additional fields by following the same pattern. Only Tasks whose Task Extract Block parameters are blank will be processed, so to re-extract the text, clear them out in advance. If you have additional questions or suggestions, please contact us

    PRICING

    From $1.00/Item, to a maximum of:
    $499/Day
    $1,999/Week
    $7,499/Month
    $24,999/Year

    NOTE: one Item refers to one Task, regardless of the number of Documents attached to that Task, with the text contents of those documents then being processed in order until reaching the limit of the specified Text Extract Block parameters (e.g. five at 2000 characters each = 10,000 total characters)

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