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ByteScout Cloud API Server – Document Parser API – C# – Create Custom Template

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How to create custom template for document parser API in C# with ByteScout Cloud API Server

ByteScout Cloud API Server is the ready to use Web API Server that can be deployed in less than 30 minutes into your own in-house server or into private cloud server. Can store data on in-house local server based storage or in Amazon AWS S3 bucket. Processing data solely on the server using buil-in ByteScout powered engine, no cloud services are used to process your data!.

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ByteScoutWebApiExample.csproj

      
<?xml version="1.0" encoding="utf-8"?> <Project ToolsVersion="12.0" DefaultTargets="Build" xmlns="http://schemas.microsoft.com/developer/msbuild/2003"> <Import Project="$(MSBuildExtensionsPath)\$(MSBuildToolsVersion)\Microsoft.Common.props" Condition="Exists('$(MSBuildExtensionsPath)\$(MSBuildToolsVersion)\Microsoft.Common.props')" /> <PropertyGroup> <Configuration Condition=" '$(Configuration)' == '' ">Debug</Configuration> <Platform Condition=" '$(Platform)' == '' ">AnyCPU</Platform> <ProjectGuid>{1E1C2C34-017E-4605-AE2B-55EA3313BE51}</ProjectGuid> <OutputType>Exe</OutputType> <RootNamespace>ByteScoutWebApiExample</RootNamespace> <AssemblyName>ByteScoutWebApiExample</AssemblyName> <TargetFrameworkVersion>v4.0</TargetFrameworkVersion> <FileAlignment>512</FileAlignment> </PropertyGroup> <PropertyGroup Condition=" '$(Configuration)|$(Platform)' == 'Debug|AnyCPU' "> <PlatformTarget>AnyCPU</PlatformTarget> <DebugSymbols>true</DebugSymbols> <DebugType>full</DebugType> <Optimize>false</Optimize> <OutputPath>bin\Debug\</OutputPath> <DefineConstants>DEBUG;TRACE</DefineConstants> <ErrorReport>prompt</ErrorReport> <WarningLevel>4</WarningLevel> </PropertyGroup> <PropertyGroup Condition=" '$(Configuration)|$(Platform)' == 'Release|AnyCPU' "> <PlatformTarget>AnyCPU</PlatformTarget> <DebugType>pdbonly</DebugType> <Optimize>true</Optimize> <OutputPath>bin\Release\</OutputPath> <DefineConstants>TRACE</DefineConstants> <ErrorReport>prompt</ErrorReport> <WarningLevel>4</WarningLevel> </PropertyGroup> <ItemGroup> <Reference Include="Newtonsoft.Json, Version=10.0.0.0, Culture=neutral, PublicKeyToken=30ad4fe6b2a6aeed, processorArchitecture=MSIL"> <HintPath>packages\Newtonsoft.Json.10.0.3\lib\net40\Newtonsoft.Json.dll</HintPath> <Private>True</Private> </Reference> <Reference Include="System" /> <Reference Include="System.Core" /> <Reference Include="System.Xml.Linq" /> <Reference Include="System.Data" /> <Reference Include="System.Xml" /> </ItemGroup> <ItemGroup> <Compile Include="Program.cs" /> </ItemGroup> <ItemGroup> <None Include="SampleTemplate.yml"> <CopyToOutputDirectory>Always</CopyToOutputDirectory> </None> <None Include="SampleInvoice.pdf"> <CopyToOutputDirectory>Always</CopyToOutputDirectory> </None> <None Include="packages.config" /> </ItemGroup> <Import Project="$(MSBuildToolsPath)\Microsoft.CSharp.targets" /> <!-- To modify your build process, add your task inside one of the targets below and uncomment it. Other similar extension points exist, see Microsoft.Common.targets. <Target Name="BeforeBuild"> </Target> <Target Name="AfterBuild"> </Target> --> </Project>

ByteScoutWebApiExample.sln

      
Microsoft Visual Studio Solution File, Format Version 12.00 # Visual Studio 2013 VisualStudioVersion = 12.0.40629.0 MinimumVisualStudioVersion = 10.0.40219.1 Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "ByteScoutWebApiExample", "ByteScoutWebApiExample.csproj", "{1E1C2C34-017E-4605-AE2B-55EA3313BE51}" EndProject Global GlobalSection(SolutionConfigurationPlatforms) = preSolution Debug|Any CPU = Debug|Any CPU Release|Any CPU = Release|Any CPU EndGlobalSection GlobalSection(ProjectConfigurationPlatforms) = postSolution {1E1C2C34-017E-4605-AE2B-55EA3313BE51}.Debug|Any CPU.ActiveCfg = Debug|Any CPU {1E1C2C34-017E-4605-AE2B-55EA3313BE51}.Debug|Any CPU.Build.0 = Debug|Any CPU {1E1C2C34-017E-4605-AE2B-55EA3313BE51}.Release|Any CPU.ActiveCfg = Release|Any CPU {1E1C2C34-017E-4605-AE2B-55EA3313BE51}.Release|Any CPU.Build.0 = Release|Any CPU EndGlobalSection GlobalSection(SolutionProperties) = preSolution HideSolutionNode = FALSE EndGlobalSection EndGlobal

Program.cs

      
using Newtonsoft.Json; using Newtonsoft.Json.Linq; using System; using System.Collections.Generic; using System.IO; using System.Net; using System.Threading; // Cloud API asynchronous "Document Parser" job example. // Allows to avoid timeout errors when processing huge or scanned PDF documents. namespace ByteScoutWebApiExample { // Please NOTE: In this sample we're assuming Cloud Api Server is hosted at "https://localhost". // If it's not then please replace this with with your hosting url. class Program { // The authentication key (API Key). // Get your own by registering at https://app.pdf.co/documentation/api const String API_KEY = "*******************************"; // Source PDF file const string SourceFile = @".\SampleInvoice.pdf"; // PDF document password. Leave empty for unprotected documents. const string Password = ""; // Destination TXT file name const string DestinationFile = @".\result.json"; // (!) Make asynchronous job const bool Async = true; static void Main(string[] args) { // Template text. Use Document Parser SDK (https://bytescout.com/products/developer/documentparsersdk/index.html) // to create templates. // Read template from file: String templateText = File.ReadAllText(@".\SampleTemplate.yml"); // Create standard .NET web client instance WebClient webClient = new WebClient(); // Set API Key webClient.Headers.Add("x-api-key", API_KEY); // 1. RETRIEVE THE PRESIGNED URL TO UPLOAD THE FILE. // * If you already have a direct file URL, skip to the step 3. // Prepare URL for `Get Presigned URL` API call string query = Uri.EscapeUriString(string.Format( "https://localhost/file/upload/get-presigned-url?contenttype=application/octet-stream&name={0}", Path.GetFileName(SourceFile))); try { // Execute request string response = webClient.DownloadString(query); // Parse JSON response JObject json = JObject.Parse(response); if (json["error"].ToObject<bool>() == false) { // Get URL to use for the file upload string uploadUrl = json["presignedUrl"].ToString(); string uploadedFileUrl = json["url"].ToString(); // 2. UPLOAD THE FILE TO CLOUD. webClient.Headers.Add("content-type", "application/octet-stream"); webClient.UploadFile(uploadUrl, "PUT", SourceFile); // You can use UploadData() instead if your file is byte[] or Stream webClient.Headers.Remove("content-type"); // 3. PARSE UPLOADED PDF DOCUMENT // URL of `Document Parser` API call string url = "https://localhost/pdf/documentparser"; // Prepare requests params as JSON Dictionary<string, object> requestBody = new Dictionary<string, object>(); requestBody.Add("template", templateText); requestBody.Add("name", Path.GetFileName(DestinationFile)); requestBody.Add("url", uploadedFileUrl); requestBody.Add("async", Async); // Convert dictionary of params to JSON string jsonPayload = JsonConvert.SerializeObject(requestBody); // Execute request response = webClient.UploadString(url, "POST", jsonPayload); // Parse JSON response json = JObject.Parse(response); if (json["error"].ToObject<bool>() == false) { // Asynchronous job ID string jobId = json["jobId"].ToString(); // Get URL of generated JSON file string resultFileUrl = json["url"].ToString(); // Check the job status in a loop. // If you don't want to pause the main thread you can rework the code // to use a separate thread for the status checking and completion. do { string status = CheckJobStatus(webClient, jobId); // Possible statuses: "working", "failed", "aborted", "success". // Display timestamp and status (for demo purposes) Console.WriteLine(DateTime.Now.ToLongTimeString() + ": " + status); if (status == "success") { // Download JSON file webClient.DownloadFile(resultFileUrl, DestinationFile); Console.WriteLine("Generated JSON file saved as \"{0}\" file.", DestinationFile); break; } else if (status == "working") { // Pause for a few seconds Thread.Sleep(3000); } else { Console.WriteLine(status); break; } } while (true); } else { Console.WriteLine(json["message"].ToString()); } } else { Console.WriteLine(json["message"].ToString()); } } catch (WebException e) { Console.WriteLine(e.ToString()); } webClient.Dispose(); Console.WriteLine(); Console.WriteLine("Press any key..."); Console.ReadKey(); } static string CheckJobStatus(WebClient webClient, string jobId) { string url = "https://localhost/job/check?jobid=" + jobId; string response = webClient.DownloadString(url); JObject json = JObject.Parse(response); return Convert.ToString(json["status"]); } } }

SampleTemplate.yml

      
templateName: My Custom Template templateVersion: 4 templatePriority: 0 detectionRules: keywords: - Your Company Name - Invoice No\. - TOTAL objects: - name: total objectType: field fieldProperties: fieldType: macros expression: TOTAL{{Spaces}}{{Number}} dataType: decimal pageIndex: 0 - name: dateIssued objectType: field fieldProperties: fieldType: macros expression: Invoice Date {{SmartDate}} dataType: date dateFormat: auto-mdy pageIndex: 0 - name: invoiceId objectType: field fieldProperties: fieldType: macros expression: Invoice No. {{Digits}} pageIndex: 0 - name: companyName objectType: field fieldProperties: fieldType: static expression: Vendor Company pageIndex: 0 - name: billTo objectType: field fieldProperties: fieldType: rectangle rectangle: - 32.25 - 150 - 348 - 70.5 pageIndex: 0 - name: notes objectType: field fieldProperties: fieldType: rectangle rectangle: - 32.25 - 227.25 - 531 - 47.25 pageIndex: 0 - name: table1 objectType: table tableProperties: start: expression: Item\s+Quantity\s+Price\s+Total regex: true end: expression: TOTAL regex: true row: expression: ^\s*(?<description>\w+.*)(?<quantity>\d+)\s+(?<unitPrice>\d+\.\d{2})\s+(?<itemTotal>\d+\.\d{2})\s*$ regex: true

packages.config

      
<?xml version="1.0" encoding="utf-8"?> <packages> <package id="Newtonsoft.Json" version="10.0.3" targetFramework="net40" /> </packages>

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