Auto-define not working for PDFs in Monarch?

Morgan Fink

I am loading several PDFs of a similar format/layout into Monarch, but the auto-define (or any other trapping function) does not work on a few of these documents (and I am unable to click the "Accept" button to move forward and clean the data). I checked if these files had been corrupted and even redownloaded them, but the files themselves seemed fine. Does anyone know how to resolve this issue so I can use auto-define/trapping on all of my documents?

Thank you!

Baba_Majekodunmi_703

Hi Morgan!

 

How are you? This is Baba, I believe we met a few weeks ago on the introductory call to Customer Success. I don't recommend using Auto-define, as it doesn't always work depending upon the document.

 

Have you seen some of the training videos in the community? Would you like me to help you take a look at the document over a quick 15-30mins call?

 

Here's content in the community to help you get off to a great start:

Introduction & Exercise Files

• Monarch Essentials Video Training: Introduction
• Monarch Essentials Video Training: Exercise Files
• Monarch Sample Files for Exercises

 

Data Prep Studio

• Monarch DPS Essentials Training 1 of 10: Open Data
• Monarch DPS Essentials Training 2 of 10: Preview Stage
• Monarch DPS Essentials Training 3 of 10: Preparation Functions
• Monarch DPS Essentials Training 4 of 10: Format, Find & Replace, Merge
• Monarch DPS Essentials Training 5 of 10: Import Text and Create Templates
• Monarch DPS Essentials Training 6 of 10: Return to Report Design Window
• Monarch DPS Essentials Training 7 of 10: LookUp and Join
• Monarch DPS Essentials Training 8 of 10: Edit Joins
• Monarch DPS Essentials Training 9 of 10: Group By Function
• Monarch DPS Essentials Training 10 of 10: Export Data

Morgan Fink

Hi Baba!

I am doing great, how are you? Thank you for your prompt response – my apologies for the lateness of mine. Thank you for the tip and the resources - I have been watching some of the videos and they seem to be quite helpful. I have also made some progress trying out manual traps instead of the auto-defines. If I encounter an issue where I do need to meet with you, I will let you know.

Thank you so much, and have a great evening!

Rebecca_Cronin

Hi @Morgan Fink , 

A possibility of why you are unable to use the Auto-Define or other trapping function even though the PDF document may be similar layout/format it could be the PDF is an IMAGE-PDF and not a TEXT PDF.  To determine if the PDF is an Image vs. Text PDF you can highlight and copy/paste the content into Notepad then you know if you are dealing with "TEXT- PDF", but if it is something else then it could be Image-PDF.  Troubleshooting PDF Files

Sharing other helpful information:  

• Auto-Define
• PDF Import Options

 

Morgan Fink

Rebecca Cronin_22304 said:

Hi @Morgan Fink , 

A possibility of why you are unable to use the Auto-Define or other trapping function even though the PDF document may be similar layout/format it could be the PDF is an IMAGE-PDF and not a TEXT PDF.  To determine if the PDF is an Image vs. Text PDF you can highlight and copy/paste the content into Notepad then you know if you are dealing with "TEXT- PDF", but if it is something else then it could be Image-PDF.  Troubleshooting PDF Files

Sharing other helpful information:  

• Auto-Define
• PDF Import Options

 

Hi Rebecca,

I did check this issue, and the PDFs did not seem to be image PDFs. However I was able to resolve the issue by using custom traps instead of auto-define. Thank you for the follow-up!