AutoPortfolio is a plug-in for Adobe Acrobat software. It is designed for extracting email data out of PDF Portfolios and into litigation support systems. The plug-in provides powerful functionalities for managing PDF Portfolios: converting portfolios into regular PDF files (all files are combined into one), extracting embedded files including file attachments, converting non-PDF attachments into PDF format, exporting metadata into Excel-ready and HTML formats, converting portfolios for use in litigation support systems such as Concordance and Summation, and deduplication of load files and PDF Portfolios.
Convert PDF Portfolios Into Regular PDF Documents
The plug-in provides the ability to convert the content of one or more PDF Portfolios into a single "flat" PDF document. All embedded files and corresponding file attachments are merged together to Create a regular PDF file. The begining of each file is bookmarked (with additional child bookmarks pointing to file attachments). Non-PDF file attachments are optionally converted into PDF format. Attachments are merged at the end of the parent document.
The plug-in allows merging of regular PDF documents with a page-level file attachments. File attachments are optionally converted into PDF format and appended to the end of their parent document. The plug-in bookmarks the first page of each document and attachments.
The software provides sorting and filtering capabilities (see screenshot below) based on embedded files metadata. For example, embedded files from a PDF Portfolio that contains emails can be sorted based on the date received (or any other metadata field such as "From", "To", "Subject" and etc.) and then merged into a single output file producing a regular PDF with all emails organized in chronological order.