PDF

A PDF Connection is created by assigning a connection letter to a PDF document.

Each PDF Action A feature that supplies the instructions in a botflow. added to your Botflow A file that stores the actions and variables designed to automate tasks. is tied to one PDF Connection.

Before Nintex RPA can interact with a PDF document, you must first establish a PDF Connection to that document.

PDF Connections can be created automatically or manually.  

Note: It is recommended to allow Nintex RPA to create PDF Connections automatically rather than manually.

Create a PDF Connection automatically

Nintex RPA automatically creates a Connection to the targeted PDF. After selecting an Action, Nintex RPA displays a new PDF item in the Botflow Pane.

A connection letter automatically displays along with the PDF document file name.

• Click Change Letter select a new letter to override the default.
• Click Replace to select a PDF Connection to replace.
• Click OK to create the PDF Connection.

Target items in the PDF document after the connection is complete.

Create a PDF Connection manually

To create a PDF Connection manually:

1. Click Add Item on the Botflow Pane.



2. Click PDF.

Note: If PDF does not display, click More to expand the list.



The PDF window displays.



3. In the Letter drop-down list, select a Connection Letter used to identify the PDF Connection.
4. Enter a Name used to identify the PDF Connection.

Note: The following rules must be followed when entering a PDF name:
The file extension (.pdf) must be excluded. Example:  MyPDF.
The folder path must be excluded.  Incorrect:  C:\MyFolder\MyPDF.

5. Optionally, enter a Note describing the PDF Connection action.
6. Click OK to create the PDF Connection.

Manage PDF Connections

To manage PDF Connections:

1. Navigate to the PDF Connection on the Botflow Pane.
2. Right-click the PDF Connection.

The Context Menu displays.



3. Use the Context Menu to add, edit, delete and duplicate PDF Connections.

Change PDF Connections

When targeting PDFs Nintex RPA checks for an established PDF Connection.

If there is no PDF Connection Nintex RPA creates one automatically.

To change the default Connection Letter:

1. Right-click the action in the Action Builder.
2. Click Edit in the Context Menu.
3. Click Rules in the Action window.

The Rules window displays.

4. Enter the required letter in the Rules window.
5. Click OK to save.

Change an Action's PDF Connection

PDF Actions are associated with a specific PDF Connection letter so that Nintex RPA knows which PDF to modify when the Action is run.

To change the PDF Connection Letter:

1. Right-click the action in the Action Builder.
2. Mouse-over Quick Edit in the Context Menu.
3. Click PDF Connections in the fly-out menu.

The Connection window displays.

4. Select the required Connection Letter from the list.
5. Click OK to save.

PDF window field descriptions

Field or button	Description
Letter	Select a Connection Letter used to identify the PDF connection.
Name	Enter a name to identify the PDF connection.