Invoice workflow
This workflow is engineered specifically for preparing invoices. This workflow converts a main document to PDF/A-3 and attaches one or more files to the result. For example, you can attach an Excel table containing additional data to a PDF invoice.
The workflow supports these features:
- Conversion to PDF/A-3 format
- Additional document attachments
- Office conversion (optional)
- Digital signatures (optional)
Supported file formats for Invoice workflow
This workflow only supports PDF and MS Word as input format.
Convert to PDF/A-3
This workflow has been optimized for the conversion of transactional documents. It supports conversion of Word and PDF documents to PDF/A-3.
Attach documents
To attach additional documents to a main document, all documents must be added to a single job.
The documents to attach and additional properties can be set using the DOC.ROLE, AF.RELATIONSHIP, AF.MODDATE, and AF.DESCRIPTION document options. These values are written into the result document and are visible to a user in the list of attached documents.
Example of the workflow
This example uses the shell client to attach supplement.xls to the main document invoice.docx.
Note that the -do ‹name› ‹value› option applies a document option to the subsequent input file.
C:\Temp> pdfclient -v -w Invoice invoice.docx ^
-do DOC.ROLE attached -do AF.RELATIONSHIP Supplement supplement.xls ^
out.pdf
Creating job (id job123_4q5mprmmrz0)
Adding file "invoice.docx" (id 0kk1ddv0uzg)
Adding file "supplement.xls" (id 2fg4ufg3qmz)
Output: "invoice.pdf"
- Info: Converted Word document 'invoice.docx' to PDF.
- Info: Converted 'invoice.pdf' to PDF/A-3u.
- Info: Attached file 'supplement.xls' to 'invoice.pdf'.
Job and document options for the Invoice workflow
The Invoice workflow lets you use job and document options to pass job- or document-specific values to be used when processing documents using the workflow.
Job options
Job options apply to all documents processed in the same job. Any subsequent jobs processed with the workflow profile use the profile's default settings.
| Type | Option | Description |
|---|---|---|
| Metadata | META.AUTHOR | The author of the document |
| Metadata | META.TITLE | The title of the document |
| Metadata | META.SUBJECT | The subject of the document |
| Metadata | META.KEYWORDS | Keywords that apply to the document |
Apart from the standard metadata properties, you can also set extended metadata properties.
Document options
Document options apply only to a specific input. It allows you to determine specific properties based on an individual document, rather than as a global setting (either determined by the job or the profile). Any subsequent jobs processed with the workflow profile use the profile's default settings.
| Type | Option | Required |
|---|---|---|
| Attach documents | DOC.ROLE | Required |
| Attach documents | AF.RELATIONSHIP | Optional |
| Attach documents | AF.MODDATE | Optional |
| Attach documents | AF.DESCRIPTION | Optional |
| Document property | DOC.PASSWORD | Optional |