PDF - Save metadata for a PDF - Document Properties Editor for Make

PDF4me Save Metadata for a PDF module delivers automated PDF metadata editing within Make scenarios. This comprehensive document properties service sets title, author, creator, producer, subject, and keywords—enabling document cataloging, SEO optimization, metadata standardization, and automated document information management workflows across cloud storage platforms and business applications.

Authenticating Your API Request

To access the PDF4me Web API through Make, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Make scenarios and PDF4me's powerful metadata services.

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Key Features

• Complete Metadata Control: Set all standard PDF metadata fields
• SEO-Oriented Fields: Title, Subject, and Keywords for search optimization
• Document Attribution: Author, Creator, Producer for proper attribution
• Catalog Integration: Prepare documents for catalog and search indexing
• Batch Metadata Updates: Process multiple documents with consistent metadata

Parameters

Complete list of parameters for the Save Metadata for a PDF module. Configure these parameters based on the Make module configuration shown in the image.

Important: Parameters marked with an asterisk (***) are required and must be provided for the module to function correctly.

Parameter	Type	Description	Example
Connection***	String	PDF4me API Connection • Select or add your PDF4me connection • Required for API authentication • Create connection via online Help if needed	-
File***	Binary/Map	Source PDF File • Dropbox - Download a File or Map from previous module • PDF document to update metadata	Dropbox - Download a File
Title	String	Document Title • Title of the document • Used for search and cataloging	Title1
Author	String	Document Author • Author of the document • Attribution and metadata	Author1
Creator	String	Application Creator • Creator of the document • Original creating application	Creator1
Producer	String	PDF Producer • Producer of the document • PDF conversion tool	-
Subject	String	Document Subject • Subject of the document • SEO and cataloging	-
Keywords	String	Document Keywords • Keywords associated with the document • Crucial for SEO and search indexing	-

Output

The PDF4me Save Metadata for a PDF module returns comprehensive output data for seamless Make scenario integration:

Table

Table View

Response data in a structured table format:

Parameter	Type	Description
Document Name	String	Output PDF filename with updated metadata
Document Data	Buffer	PDF with new metadata in Buffer format

JSON

JSON Response Format

The raw JSON response from the module:

{
  "Name": "document_with_metadata.pdf",
  "Doc Data": "[Buffer Data - Metadata Updated]"
}

Scenario Integration

Make Scenario Usage

Use PDF with updated metadata in subsequent modules:

• Catalog Indexing: Index documents with consistent metadata
• Search Optimization: Improve search with SEO keywords
• Archive Organization: Categorize by title, author, subject
• Document Distribution: Share with proper attribution
• Further Processing: Apply additional PDF operations

Scenario Examples

The PDF4me Save Metadata for a PDF module in Make provides comprehensive scenario templates for metadata management automation:

Catalog Preparation

Automated Document Catalog Metadata Scenario

Prepare documents for catalog with consistent metadata:

Complete Scenario Steps:

1. Trigger: New PDF uploaded to document library
2. Get PDF: Download document from Dropbox
3. Extract Info: Get filename or source metadata
4. Save Metadata: Set Title1, Author1, Creator1
5. Add Keywords: Map keywords from taxonomy
6. Upload Cataloged: Save to catalog folder
7. Index Document: Add to search index

Business Benefits:

• Catalogs 300+ documents monthly with metadata
• Ensures consistent metadata across library
• Enables powerful search by title, author, keywords
• Reduces manual metadata entry by 95%

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SEO Optimization

Automated PDF SEO Metadata Scenario

Optimize PDFs for search with metadata:

Complete Scenario Steps:

1. Trigger: Report or whitepaper published
2. Get Document: Download PDF
3. Set Title: SEO-optimized document title
4. Set Subject: Document subject for search
5. Set Keywords: SEO keywords (comma-separated)
6. Save Metadata: Update PDF properties
7. Upload Optimized: Save for web distribution

Business Benefits:

• Optimizes 100+ PDFs monthly for search
• Improves PDF discoverability in search engines
• Maintains consistent SEO metadata
• Enhances document visibility and traffic

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Industry Use Cases & Applications

Document Management

• Catalog Indexing: Add metadata for document catalogs
• Library Management: Maintain consistent document properties
• Archive Organization: Categorize by metadata fields
• Search Optimization: Enable metadata-based search

SEO & Web Publishing

• PDF SEO: Optimize PDFs for search engines with Title, Subject, Keywords
• Content Discovery: Improve discoverability with metadata
• Resource Attribution: Proper author and creator attribution
• Metadata Standards: Ensure compliant document metadata

Compliance & Governance

• Metadata Standards: Enforce organizational metadata requirements
• Document Attribution: Track author and creator
• Audit Trails: Maintain document property history
• Retention Policies: Use metadata for retention decisions

Get Help

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