PARSER GUIDES

Password-protected PDFs

ParsersParser Settings

Save PDF password rules so encrypted PDFs can be processed automatically

Some PDF files require a password before they can be opened. Use Password-protected PDFs to save password rules for a parser so PARSER can unlock matching PDFs before extracting data.

This is useful when banks, vendors, payroll providers, or other senders regularly send password-protected PDFs with a predictable password pattern.

When to use it

Use Password-protected PDFs when:

• A sender regularly sends password-protected PDF statements, invoices, reports, or notices
• Different senders or folders use different PDF passwords
• A document fails with a message that says the PDF is password protected
• You want future matching PDFs to process without entering the password each time

How to add a PDF password rule

1. Open your parser and go to Settings -> Parser Settings.

2. In Document Processing, find Password-protected PDFs.

3. Click Add rule.

4. Enter a Rule name, such as Bank statements or Payroll PDFs.

5. Choose a Match rule.

6. Enter the PDF password.

7. Click Add rule.

8. Click Save Parser if you changed other parser settings on the page.

Match rule options

Each rule decides which PDFs should use a saved password.

Default password

Use Default password when most password-protected PDFs for this parser use the same password.

Default rules are best when a parser receives documents from one sender or one workflow.

Filename starts with

Use Filename starts with when matching files share the same beginning.

Example: If bank files are named Statement_January.pdf, Statement_February.pdf, and Statement_March.pdf, use:

• Match rule: Filename starts with
• Filename text: Statement_

Filename contains

Use Filename contains when matching files include the same word or phrase anywhere in the file name.

Example: If files are named March payroll report.pdf and April payroll summary.pdf, use:

• Match rule: Filename contains
• Filename text: payroll

Folder is

Use Folder is when PDFs in a specific folder use a specific password.

This is helpful when you organize documents by sender, department, customer, or document type.

Rule order

If more than one rule matches a PDF, PARSER tries them in the order shown in the rule list.

Use the up and down buttons to place more specific rules above broad rules. For example:

1. Bank ABC statements - Filename starts with ABC_

2. Bank statements default - Filename contains statement

3. Default password

This helps PARSER try the most likely password first.

Editing or removing a rule

To update a rule:

1. Open Settings -> Parser Settings.

2. Find Password-protected PDFs.

3. Click the edit button next to the rule.

4. Change the rule name, match rule, or password.

5. Click Save changes.

For security, saved passwords are not displayed after they are saved. If you need to change a password, enter the new password in the edit form.

To stop using a rule temporarily, turn off its toggle. To remove it completely, click the delete button.

Reprocessing a failed password-protected PDF

If a document failed before you added a password rule:

1. Open the failed document.

2. Click Configure password rules if it appears in the document panel, or go to Settings -> Parser Settings -> Document Processing.

3. Add the matching password rule.

4. Return to the document.

5. Click Retry processing.

After the PDF is unlocked, PARSER processes it using the parser's normal settings.

Tips

• Use clear rule names such as Bank ABC statements or Payroll PDFs.
• Put specific filename or folder rules above default rules.
• Keep a default rule only when it is safe for most password-protected PDFs received by that parser.
• If a saved password stops working, edit the rule and enter the new password.
• If different senders use different passwords, create separate rules instead of replacing one shared rule.

Next steps

• Parsing Configuration - Other document processing settings
• Pages to be parsed - Limit which PDF pages are extracted
• Split Documents - Split large PDFs before extraction
• Processing Failures - Fix documents that fail to process