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So how do we get the coordinates? Easy! simply use the ' Text Region Generator' utility found in the Encodian administration portal.Ĥ.e. To progress the configuration of the ' Extract Text Regions' action we need to provide co-ordinates of the data on the source document, i.e. File Content: Select the ' File Content' property from the ' When a file is created in a folder' action

Filename: Select the ' File name' property from the ' When a file is created in a folder' actionĤ.c. Add the Encodian ' Extract Text Regions' actionĤ.b. simply convert to PDF first using the Encodian ' Convert to PDF' actionĤ. However, should there be a need to extract data from a Word document, PowerPoint file, CAD drawing etc. NOTE: For this demo documents will already be in PDF format. Configure the ' When a file is created in a folder ' trigger action setting the 'Site Address' and 'Folder Id' fields to the location where documents will be added. Enter a name for the Flow, select the SharePoint ' When a file is created in a folder' trigger, click ' Create'ģ. Create a new Flow using the ' Automated - from blank' optionĢ. The SharePoint library is configured as follows:ġ. To enable invoice reporting, tracking and related activities we have a requirement to extract data from each invoice and add as metadata to the document. The finance department generates invoices using a third party application which uploads the documents to a SharePoint library for storage. This step by step guide details how to configure a Microsoft Flow to extract data from a document and add to the document as metadata.įor the purposes of this guide we'll use this simple scenario

A common scenario could be processing a scanned document or processing documents sent from an external source, commonplace in 'Invoice Processing' scenarios. Many of us over time will have worked on projects/solutions where there is a requirement to extract data from documents.