PDF Filer is based upon the fact that most structured files can be organized based upon a few pieces of data and that an easy consistent method to enter the data for retrieval is necessary. PDF Filer relates a document to an open screen on the users desktop and retrieves one piece of data from the clipboard or the Window Title. This piece of data just has to be something that is completely unique to the document. This could be a record number, employee number, patient number, loan number, invoice number etc., as long as it is unique the PDF Filer will run properly. This value can also be keyed in when a database does not exist. This unique value is what could be on a tab on a folder in the filing cabinet.

Some structured files maybe very large and contain similarities. Such as a loan file or personnel file, it could be hundreds of pages long, but each file contains the same types of documents. For instance a personnel file will always have an application, tax with holding information, reviews etc. This relates directly to what would be in a folder in the file cabinet. The documents inside the folder would be grouped together and perhaps also organized by date. For instance in a personnel file the all of the tax withholding documents would be together and organized by date. 

PDF Filer automatically creates a file folder hierarchy based upon information related to a database or a document type. The PDF files can already exist or PDF Filer can activate a scanner with preset settings for the particular file type. When an existing PDF file already exists, PDF Filer determines where the open file resides on the network and rules built into the program will be followed to move and rename the file. The rules can replace the existing file, append new pages first or new pages last. When appending pages the new pages will be date stamped.