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Document Extraction & Editing

Document Extraction & Editing

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3 mins READ

The Document Extraction & Editing operations in the Utility node read text and metadata out of documents, render PDF thumbnails and page dimensions, and read or write structured data within DOCX files. Use them to process document attachments, inspect file properties, or programmatically edit Word documents inside an automation.

Overview

Seven operations cover document reading and writing: extracting plain text from DOCX, DOC, or PPT files, reading the embedded text layer from any supported format, retrieving a thumbnail image or page dimensions from a PDF, and reading or writing tracked-change data within DOCX files. These operations are the building blocks for document-processing automations — receive an attachment, pull its text, inspect its structure, and hand the data on.

Screenshot 2026-08-27 at 21.15.03 1.png
Screenshot 2026-08-27 at 21.15.03 1.png

Operations

Operation

What it does

Extract text from DOCX

Extracts the plain text content from a DOCX (Word) file.

Extract text from DOC/PPT

Extracts the plain text content from a legacy DOC or PPT file.

Extract thumbnail from PDF

Renders a thumbnail image of one or more pages of a PDF file.

Get PDF Dimensions

Returns the width and height of each page in a PDF file.

Retrieve text from file

Auto-detects the file format and extracts the embedded text layer. Works page-by-page for PDFs. Returns an error for encrypted or password-protected files. Caps output at approximately 250,000 characters; very large files spill to disk automatically.

Read Changes to Docx file

Reads tracked changes (revisions) recorded in a DOCX file and returns them as structured data.

Write Data to Docx file

Writes structured data into a DOCX file, updating designated fields or placeholders.

Screenshot 2026-08-27 at 21.15.35 1.png
Screenshot 2026-08-27 at 21.15.35 1.png

Retrieve text from file is not OCR: It reads the embedded text layer only. Scanned or image-only documents have no text layer and will return little or nothing. Use an OCR-capable step for those files.

Notes

Keep the following in mind when using these operations.

  • Retrieve text from file reads the embedded text layer — it does not perform OCR. Scanned documents or image-only PDFs have no text layer and will return little or nothing. Use an OCR-capable node or service for those files.

  • Retrieve text from file detects encrypted or password-protected files and returns an error rather than partial or garbage content.

  • Output from Retrieve text from file is capped at approximately 250,000 characters. Files exceeding this limit have their output truncated, or for very large files the platform writes the result to disk and returns a file reference instead of inline text. Large files are handled without exhausting memory, but the step may run more slowly.

  • Extract text from DOCX and Extract text from DOC/PPT are format-specific; Retrieve text from file is the general-purpose option when the format is unknown or variable at run time.

FAQs

Why does Retrieve text from file return empty output for my PDF?

The PDF is likely scanned or image-only and has no embedded text layer. This operation reads existing text — it cannot perform OCR. Use an OCR node or service for image-based documents.

What happens when a file exceeds the 250,000-character cap?

Output is truncated at the cap, or for very large files the platform writes the result to disk automatically and returns a file reference instead of inline text.

Can I use Write Data to Docx file to fill in a template?

Yes. Place named placeholders in a DOCX template and use this operation to substitute values at run time.