2 Replies Latest reply on Dec 15, 2016 2:25 AM by try67

    Specific field export to excel

    dannyr45214979

      hello.

       

      i am trying to create an excel sheet from a PDF. But i only want specific fields exported on the sheet.

       

      I am in the insurance industry and i am looking for the system to read loss run information (claim summary) and than export those fields into an excel sheet with the following columns;

      date

      deductible

      indemnity paid

      indemnity reserve

      expense pay

      expense reserve.

       

      depending on the company the terms on the loss runs may use different verbiage. An idea i did have which i am not sure if its capable of doing) create a rule if color is yellow than it goes into this box, if green another and etc.. so ultimatley i would got into the PDF and highly what it is i need exported.

       

      would GREATLY appreciate guidance.