Welcome > Data module > Extraction groups > Add a document type > Configure the PDF generation settings for a document type

Configure the PDF generation settings for a document type

The PDF generation properties are data fields that can be displayed in Adobe Acrobat. This is useful for cataloging and retrieving PDF files after they have been exported from TotalAgility.

You can associate PDF settings with a document type. These settings are used when generating a PDF for that document type if specific settings are not configured in the PDF Generation activity. When configuring a PDF Generation activity, if you define the source to be the value of a document field, then the PDF settings must be done at the document type level. See Configure the PDF generation activity for more information.

  1. On the Home page, click Data > Extraction Group
  2. Select the document type for which you want to configure PDF Generation settings.
  3. Click the PDF Generation tab.
  4. Click Yes for Skip First Page to allow the first page of a document of this type to be skipped from PDF generation.
  5. Select the required field to map to the Title of the PDF document.
  6. Select the required field to map to the Subject of the PDF document.
  7. Select the required field to map to the Author of the PDF document.
  8. Select the required field to map to the keywords for the PDF document.
  9. Select the required field to map to the Application used to create the original document.
  10. Select the required field to map to the Producer of the PDF document.
    Note The Title, Subject, Author, Keywords, Application and Producer properties can remain empty.

    All fields created for a document type (See Add fields to a field group in a document type) are available in the Title, Subject, Author, Keywords, Application, and Producer lists. You can select the required field to map it to the relevant PDF setting.