![]() ![]() Rename each file to add the customer account number to the file name. Identify those PDF files that are specific to individual customers or groups of customers as they are received.Each one will serve as a staging area for assembling the final reports to these customers. Create a new monthly server directory for each customer.These will be delivered to you from various sources, and over several days. Collect all of the source PDF files from vendors and suppliers into a single server directory.Before you can create the final merged files, you need to create a program or set of scripts that will complete the following steps: In this case you would use the sample code to create a process that would identify a series of PDF files and merge them together into a single output file.īut that is the end of the process. The program joins them together in a new PDF output file. This program is designed to allow a user to enter the names of two different PDF files. To complete these steps you would rely on the code from the sample program MergePDF. The vendors and institutions that provide your original source PDF files create them each month on a pre-determined schedule and use the same format, layout, and page order each month, so it is possible to create a program that can automatically identify and delete pages that aren’t needed after merging the PDF files into a single output file. After the page sizes are corrected, the program must be able to merge these pages in the right order, creating a final PDF output file that you can print or deliver to the customer directly. Then, the program needs to be able to analyze the set of PDF files one by one and identify those where the page sizes must be adjusted. The program will need to define a standard page size and layout to appear in the final PDF output file. What you need to do is to create a program that will format the PDF pages and then merge them into a new PDF file for each customer, one by one. Then, you need to adjust the format for these individual PDF files for each customer so that they are consistent and then merge the pages together, and in the right order. First you need to sort the PDF files in the right order, identify pages in the files that you don’t need, and delete those pages. Some documents are in A4, others 8 ½ x 11 inch, and some are in landscape layout. You also add a cover letter to each report, specific to each customer, and each customer report receives a cover page with the current date.Īll of the content is in English but you typically end up with seven or eight different PDF files for each of your 150 customers, not including the cover page, and the formatting varies from one file to another. The information comes from a variety of sources, including government regulators from several countries, financial data and charts from banks, exchanges, and underwriters, and market analysis and prediction reports from a variety of independent economists and financial analysts. You generate this as a PDF file some of your customers prefer it to be printed and mailed, but for most of them you send it as an email attachment or offer secured download from your FTP site. One of the services you offer to your customers is to provide each one with a custom monthly statement. PDFSam will create a new PDF file that contains all the pages from the PDF file you specified.Your employer provides investment counseling and wealth management for a variety of foundations, colleges & universities, museums, and non-profit institutions in the United States and Europe. Use the Browse button to specify the destination of a new PDF file and click Run. You can reorder them in the list so they’re in the order you want them in. Once in the Merge/Extract pane, click the Add button and add the PDFs you want to merge. You’d click the Merge/Extract plugin in the sidebar. Let’s say you want to combine multiple PDFs into one file, attaching each PDF after the other as if you’re virtually stapling them together. ![]() Merging PDFsĪdmittedly, PDFSam’s interface is a bit clunky and dated, but it works fine once you get the hang of it. If you want to do some basic PDF splitting, merging, and reordering, PDFSam is the application for you. I’ve personally used PDFSam to combine multiple documents scanned to PDF into a single file, reorder pages in a scanned PDF, and extract a single important page from a large, unwieldy PDF document. These operations aren’t normally possible with such easy, free tools. ![]()
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