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PDF4me Developer Documentation

website·Indexed 33 days ago

https://docs.pdf4me.com

Enterprise-grade cloud document automation platform providing a REST API for PDF conversion, editing, merging, splitting, OCR, and AI-driven document classification. Supports integrations via Node.js 14+, Salesforce Apex, and no-code platforms including Power Automate, Zapier, Make, and n8n.

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What's inside PDF4me

  1. Overview of PDF4me Document Automation Platform

    PDF4me is an enterprise-grade cloud document automation platform that allows developers to programmatically manage PDF and Office documents. Key capabilities include converting, merging, splitting, compressing, signing, OCR, barcoding, form-filling, data extraction, and document generation. It is designed to scale from single requests to millions of documents per month. Common use cases include invoice automation, contract generation, digital signatures, and document workflow automation.

  2. Use the PDF4me Microsoft Teams App for document automation

    The PDF4me Microsoft Teams App provides document automation as a tab application and message extension within Microsoft Teams. It allows team members to convert, compress, merge, and sign PDFs directly within Teams channels. Installation is available via the Microsoft Teams App Store and requires a PDF4me account for authentication.

  3. PDF4me No-Code Integration Overview

    PDF4me provides native connectors for major no-code/low-code automation platforms, including Power Automate, Zapier, Make (formerly Integromat), and n8n. These integrations allow files to flow as binary data through the platform's native file handling systems, eliminating the need for manual API calls or Base64 encoding.

  4. Use the PDF4me Chrome Extension for browser-based PDF actions

    The PDF4me Chrome Extension integrates PDF actions into the browser via a right-click context menu and toolbar button. It allows users to convert files to PDF, compress PDFs, merge documents, sign PDFs, and run OCR on scanned PDFs from any webpage with a PDF link or an open PDF tab. Authentication is handled via the user's PDF4me account API key, and processing is routed through the PDF4me API.

  5. Integrate PDF4me with Google Workspace

    The PDF4me Google Workspace Add-on enables PDF operations within Google Docs, Google Sheets, and Google Drive. Available actions include converting Google Docs to PDF, compressing PDFs in Drive, merging Drive files, and performing OCR on scanned PDFs. After installation from the Google Workspace Marketplace, the tool is accessible via the Extensions menu in Docs/Sheets and the right-click context menu in Drive.

  6. Digitally sign PDF documents in Power Automate

    PDF4me offers two methods for adding signatures to PDFs within Power Automate workflows:

    1. Digital Sign: Apply certificate-based cryptographic signatures for legally binding validation, including visibility control and signer information.
    2. Sign PDF: Insert signature images (scanned signatures or graphics) with precise control over positioning, sizing, and transparency.

  8. Generate and manage barcodes in n8n

    Use the PDF4me API within n8n to handle barcodes and QR codes:

    • Create Barcode: Generate 100+ barcode types (Code 128, Data Matrix, QR Code, EAN-13, etc.) as image files.
    • Add Barcode to PDF: Insert barcodes/QR codes into existing PDF documents with precise positioning and sizing.

  10. Extract data from Excel and CSV via Zapier

    Convert spreadsheet data into structured JSON:

    • Excel to JSON: Extract specific row/column ranges, with options to skip hidden or empty rows while preserving data types (numbers, dates, booleans).
    • Worksheet Extraction: Export one or more worksheets by name or index, or the entire workbook.
    • CSV Parsing: Transform CSV files (comma, semicolon, tab, or pipe-separated) into clean JSON arrays.

  11. Manage PDF Hyperlinks and Signatures in Make using PDF4me

    Advanced PDF manipulation modules for Make include:

    • Create PDF Hyperlinks: Convert existing text into a clickable link by providing the text string, destination URL, and target pages.
    • Delete PDF Hyperlinks: Strip clickable link annotations from specific pages while keeping visible text.
    • Digital Sign PDF: Embed an X.509 digital signature. Configuration includes visible/invisible mode, page, margins, signer name, reason, and location.