Name: Nutrient live: Integrations
Uploaded: 2025-04-16T14:00:06.319Z
Duration: 31 min 28 s
Description: Nutrient live: Integrations

Transcript for "Nutrient live: Integrations": Alright. Good morning or good evening or good night, and welcome everyone to another installation of our webinar series. My name is Richard Beloyed. I'm the VP of sales here at Nutrient. We're gonna give everybody a few more minutes to join us today, and then we're gonna get started. We've got a couple of things to talk about, but, you know, focusing on some of our low code solutions, here at Nutrient. So we'll go ahead and get a slideshow, going, so everyone can kinda follow along, and then we'll go over a few announcements before we jump into everything. We've got a demo prepared, from another team member, and then, we'll have some time for some q and a if anyone has questions. So let me go ahead and share my screen so we can get this started. Okay. Alright. Go ahead and get started. Alright. And we should be good to go. So again, some brief introductions, on who's gonna be, helping out today. Again, my name is Richard Malloy. I'm the vice president of sales here at Nutrien. I've been with the company a little over ten years. And so I'm kinda gonna be DJing today, talking over the comp what the company does, a couple things about, the solutions we provide, particularly in this space, and then I'll be handing this over to Clayton at some point to run a demo of one for our document converter, platform. So you'll hear from him in a little bit. He'll jump in, do a demo, but he's also in the background today if you do have any questions. So feel free to say hi in the chat, ask any background today if you do have any questions. So feel free to say hi in the chat, ask any questions, let us know where you're located. We're happy to to kind of help with that. So, a couple, high level notes for our webinars. This is being recorded, and so if you have registered for the webinar, you will receive a recording, after this. We also post these publicly on our website, and also share them to other platforms. So if if you miss anything or you wanna come back or you wanna share anything with teammates, you can definitely come back back and do that. So we will jump in. So, wanna talk a little bit about the company and and why we're here and and kind of our mission here, at Nutrient. So, you know, you may have come here from a a couple different places. We recently rebranded to Nutrien at the end of last year. Before that, we were a a culmination of five different portfolio companies. But, ultimately, what we're trying to do here is at Nutrien is basically provide a a number of different tools and and, like you see in the slide, building blocks to really help, with the digital transformation of, you know, paper to, digital documents and things like that. And so within that, we have a number of tools that you can leverage to do that. So, looking at the journey to coming to Nutrien, you might be joining us here today from maybe one of our our other companies, whether it may be Mahindi or Aquaforce that really specialized in in this space. But, essentially, you know, over the past three years, we've brought together five amazing companies with a lot of different breadth of technology to to to form Nutrien. And so, whether you're new and you're new to Nutrien or you're coming from one of our our previous companies, we're we're definitely happy to have you here. And, hopefully, today, we can show you something new, that you maybe have not known about what Nutrien can provide. So, how did we become Nutrien? So PSPDFKit is the it was the parent company of the the the portfolio. So PSPDFKit is originally a developer tools, product where we provide a number of different SDKs for custom application integrations for PDF technology. So think anytime you see a PDF within, like, an application like, you know, Dropbox, you know, DocuSign, things like that, there's a really good chance that the underlying technology is actually ours. And then we're partnering with, you know, a number of different users and and companies around the world. And from there, you know, we went on this journey to, you know, team up with some other, great companies and technologies to kind of expand that. And so our first stop was a company called Orpolis who who does a number of things in kind of the the dot net world of the Windows space. And so that was a really good, marriage between the two companies. And from there, we expanded into kind of the technology space that we're talking about today, which we call our low code, our low code technology, which is where Mahindi and Aquaforce really sits. And so looking at, not necessarily the full, full integration path of a developer, but something that's kinda sits in between, like, an end user product and an in a software development kit. And that allows you to do a number of things, with ease in terms of, like, document functionality. And so, what we're really excited to to see is kind of the growth that has happened with, you know, us bringing all these companies together, not only from, you know, an internal space where we, you know, we have over a 50 global employees across the world, through five different offices. But, you know, what we've really done is extend our ability to reach, you know, customers globally, which is something we're really, really proud of. So, you know, as we say, like, we work with a ton and a ton of different customers, a ton of use cases. So, you know, maybe after the webinar, if we're we're not talking to you now, we'd love to have it talk to you and add your add your logo to kind of our customer list going forward. So let's jump in. So, kinda talking back to, the different, verticals that we're we're working in right now. So document SDKs being kind of what we we originally come from. Today, we're really gonna be looking at kind of this this m three sixty five low code solution space where, we're providing technology that you can, you know, really boost productivity within the SharePoint power automate space, but also, you know, automate a lot of document processing with a with a load code solution. And we have a couple different tools that really can accomplish this. And so, you know, what this really provides us is an ability to do a couple different things. So starting with the ability to kind of go into, a SharePoint instance and and improve, you know, searchability and and data privacy compliance. So we provide a tool called document searchability, which allows us to implement our technology, which allows to basically crawl your SharePoint or your or your, file storage once a time, once once a day or a scheduled interval to kind of improve the ability to find documents, you know, at large scales or organizations. The amount of content that you hold on to these days from a digital footprint is becoming bigger and bigger, and the the necessity to be able to find that, those documents and information becomes increasingly harder as you scale. Take it from experience as, you know, someone coming from a company of one where we've expanded, by over a hundred employees over the the last three years. And so with that, we've, you know, drastically increased kind of our digital footprint. And so having to having tools like our document searchability, platform is super beneficial because what it's able to do is set up, a scheduled cadence within our internal infrastructure, and it just runs without us having to think about it and it exposes, you know, different things so that we're able to find, important documents. Another thing that we have, is called our document automation server. And so what this is allow allowing us to do is maybe not on a scheduled interval, but still allow that high volume document processing ability where if, you know, if you need to do certain things with a large batch of documents or even a small batch of documents, we have technology that can get set up in only minutes. And so what this does is allows us to basically connect two endpoints that you have and and kind of write some logic on what you wanna do with those documents. So whether it's converting documents to PDF, OCR ing them so they're they're more recognizable and you can find them, or you can extract the data from them, but we're also able to compress stuff, redact things, and things like that. So it's a nice pairing to kind of the first tool, but has a little bit of a different implementation. Again, with the overall, you know, goal that this is this is a very easy thing to set up and maintain versus like a full, server architecture where you would implement like a software development kit. And now today, you know, we're really gonna be focusing on our our document converter, which is one of our our flagship products from a company called Mahindi that's within the portfolio. This is one of our most popular products. It we've got thousands of customers using it. And what it really, really does is simplify the ability to do kind of almost what I'm talking on the other slide is, set up workflows where you're able to really, give easy instructions to how you want to see documents converted or manipulated and things like that, all without really having to worry about it. And so Clayton's gonna spend some time here in a couple minutes kinda walking through that and and explaining on how that does. So I I won't steal his thunder. I'll let him talk more about that. But before I do, you know, I I do wanna talk about our last tool, and kind of our low code portfolio, which I think, is one of the ones that it's newer to the industry and something that we're really excited about, and that is our PDF editing and annotation tool. Within a SharePoint environment, we're able to basically implement a document editor, which would allow you never to have to leave, your SharePoint environment to be able to do things like viewing PDFs, editing PDFs, signing, all within kind of the safety of kind of your SharePoint instance instead of, like, kicking out to a third party or something like that. So, it's something I'm really, really excited about. We've got we've we've done a recent webinar on it as well that you're interested in seeing that. But, it it kinda completes the whole, I guess, suite in terms of looking at, you know, being able to do stuff in the background with conversion and OCR, but also being able to do stuff, from a client facing, standpoint in terms of viewing viewing documents, editing, and things like that. And so, we're in the works of releasing kind of a a a new platform which will allow people to license all this together. So, something we're really, really excited about. So, that's enough for me. I'm gonna hand this over to Clayton now, to run the demo, and I'll jump back on at the end to wrap this up. So, Clayton, I will stop sharing, and I'll hand this to you. Thank you, Richard. Now that we have seen the document editor, let's take a deep dive into the document converter. The document converter can be used in SharePoint as a Power Automate connector, as an app, SPFX app, or as a REST API if you're a developer. We will start with the SPFX app. Once you configure the app, we provide you with UI options. With the UI options, you can convert an individual file to PDF. You can select a few files and then convert or merge them into a single PDF. Let's merge these three files into a single PDF using the user interface. I'll click on convert to PDF button. It opens up in a new tab and here if you see the three files are visible. I'll click on the merge files option and this allows me to merge these files into a single PDF. But this is more than merging. You can also select a specific bookmark for your PDF. In our case, I will select a column. Let's quickly go back to the site. I have a bookmarks column out here. I can select this column or any other column available in my library. So real quick, I'm going to select the bookmark column. It automatically fills it up with the bookmarks. I'll say include bookmarks such that the final PDF will have the bookmarks. I can give this file a meaningful name. By default, it gives the name of the document library. I will change it to nutrient demo annual report. I can change the destination of the file. I can store it in another folder in the same site and I'll hit convert. At this point, the document will be merged into a single PDF and will be written back into a specific document library. I'll click on destination and here the file is in your SharePoint. I can open it in the browser and here if you see, I have got all the options including the bookmarks available out here. One important thing to notice is that if your document already had bookmarks, it will still honor the existing bookmarks. So here, if you see the first is the excel, the second is the doc, and the third is the annual report. Now that we have this configured, the next important feature is watermarking on open. It's also known as real time watermarking. The beauty of real time watermarking is that it does not touch the original document. It creates an overlay such that whenever someone opens the file, you will see a watermark on it. This is best for the security. Let's quickly configure that. I'll go into the library settings. Click on more library settings. And here you will find Mohambi watermarking settings. Don't get confused by the name Mohambi. We have rebranded to nutrient and soon the Mohimbi will be changed to nutrient as well. So you'll see nutrient watermarking settings if you are looking at this video at a later time. But for now, just stick with the watermarking settings. Here, under the watermarking settings, you can either inherit the watermarking from the site level or you can enable it at the library level. In our case, I will enable it at the library level. Each library can have a specific watermark if required. You can have a text watermark, an RTF watermark, an image, and a freeform. The freeform watermark can help you add multiple watermarks on a single particular document. But for this demo, let's keep it simple. I'll use the text watermark. Using the text watermark, I can configure the watermark using the UI. Here you see that we have got an article. It's known as merge files. Here you see that we have an article, merge fields. I'll open the merge fields article and I will copy a text that I'm going to place it in the watermarking settings. What does the watermarking text say? It says that the PDF is opened by a specific user at this particular date from this particular ID address. This is what will be visible when someone opens or downloads a file. I'll change the size to 14 such that the watermark gets accommodated. If you need to use a larger size, you need to play around with the width and the height. You can also rotate the watermark to a certain angle. Similarly, you can have the opacity increased. You can add the watermark to the background or in the foreground. You'll add the watermark to the foreground only when there is only when it is, image based document, that means a scanned document or a PowerPoint file with images on it. Background means it goes into the minus z axis and foreground means it comes up to the Z axis. So here if you see, I can say bold, italic, underline, strike through. I can also add PDF, DOCX, XLSX, and PBTX. And I'll say open a new tab. I can also add filters. What are filters? Filters help you with so what are filters? Let's consider that you have a group of people that the watermark should be visible. For example, if they are contractors. So if you have a SharePoint group known as contractors, you can say open by equal to contractors. Similarly, you can have your own logic based on a column value. If the column value is approved, then show the watermark or else don't show the watermark. So filters are very important when it comes to watermarking on open. But at times, you might want to have the watermark available all the time. And that's what our use case is. Whenever anyone in the company or anyone from outside the company opens a document, they will see the watermark. When I say outside the company, I'm referring to external or guest users. Yes. You heard it right. It is also available for external users or guest users. I'll say okay. And then I will configure the security settings. The security settings are similar to watermarking settings. It adds a layer of security as it is named as security settings. I click on enable security and I can specify either an open password or an open owner password. Open password, as the name suggests, whenever a file is open, the password will be prompted. Do you want to share the password with all the users? The answer is no. You might just want to set up an owner password such that the file gets secured from the back end. I'll put in a password out here and I'll say disable printing, disable high resolution printing, disable content copying, disable annotation, disable form fields, disable content accessibility, and disable document assembly. So here if you see, I have set up an owner password and I have specified security options for PDFs. Similarly, I can apply the security option for DOCX, XLSX, and PPTX. Understand this, this is only available for PDFs. So for other file types, when you enable it, basically, you are restricting editing. Similarly, I can open it in a new tab. We already spoke about filters, so so I'm not going to repeat, but you can also apply filters for security settings. Now that we have configured both the watermarking and the security settings, let's see how it works. So now that we have applied the security, let's open the file and see it in action. I'll click on a PDF. And here, if you see, the sec the watermarking has been applied. It's applied on each of the page. It says open by a specific user at a specific time. Isn't that awesome? That being said, what I'm going to do is I'm going to download this file onto my local deck desktop, and I'm going to try to open it and show it to you in the browser. So now that I have downloaded the file, I'll try to open it in a PDF viewer. The file is open in a PDF viewer. I can click on the menu and I can actually go ahead and click on document properties. Under document properties, it shows printing is not allowed. Changing of document is not allowed. Nothing is allowed. So when someone tries to print the document, they will be prompted for the password. Within a few clicks, you have applied watermark and security onto your PDFs. Isn't that awesome? That being said, let me close a few tabs, and let's jump in to another demo. As I told you, the Nutrient document converter can also be used with Power Automate. Let me create a quick instant flow to show you the connector. So here I have created an instant flow. It's a manual trigger. That's perfect. I can click on plus, and here I can type in Nutrient. So Nutrient has got one, the Nutrient workflow automation, the Nutrient document converter, and our old PDF con and our old Mohanbi PDF converter. The Nutrient document converter out here has got a number of actions that we can use. The action that I will be using might be conversion or adding watermark or compressing a file and much more. However, I want to show you something which is in preview and you can have it on demand. So here, I'm going to use a custom connector that I created and it's the Nutrient Converter. And I'm going to use an AI based action that's known as redact using AI powered redaction. Now that being said, this is not available in the general connector. It will be soon available. It's going to be in preview soon. If you need access to this, please let us know. We can provide you with access so that you can test it. Now what I want to do, I want to get into a document in a document library and redact information. So to do that, let me try to find a PDF or let me try to upload a PDF which I can redact information form. So real quick, going into Nutrien demo, and I will upload a PDF. So this is how my PDF will look like. So this is our PDF, and I want to redact PII information format. It's just one PDF, but you might have thousands of PDF for which you want to redact in information format, specifically the PII information. With Copilot coming into picture, PII information is becoming more and more it's becoming more and more difficult to protect the PII information. And redaction nutrient converter is a solution for it. So let's say that I want to redact PII information from this particular document or this particular file. How do I do it? I create a trigger. I try to find a SharePoint action. And for this particular demo, I'm going to use get file content using path. So what I'll do is that I'll add the site and I'll put in the document library. The document library name was nutrient demo. So I'll do the nutrient demo out here, and then select the file. Now that I have selected the file, I will say, yes, I want to redact phone numbers, IP addresses, IP v six address, redaction of phone numbers, social security numbers, redact time, URLs. If you see, it can automatically go ahead and redact all of this information from your PDF. So I have selected almost everything as yes, including the credit card number and the email addresses. I'll give my file a meaningful name because it needs a name, And then I will pass in the file content. Now that I have got the file content, the next step would be to create the file back into SharePoint. So I will create the file back into SharePoint. So I'll say create file. I'll give it a site address. I'll give it a folder path. I will add the file in the logic test, and then I will use the base file name, which is the output of the redact using AI powered action, and I will pass in the processed file content. I'll view my power automate a meaningful name. I'll just say redact info. I'll save it. And what I'll do is I'll quickly test it out. So this is a manual trigger, so it should go into the document library, pick up my file, redact the information from the file, and write the file back into logic demo. So if you see, my Power Automate has ran. So let me quickly go into the logic demo. If I open the file in the PDF editor, you will see that the information has been redacted. So if I open the file in a normal browser as well, you see that the redact the information has been redacted. Isn't this awesome? Now we have covered the SPFX package or the UI based options that you get with the converter. You we have covered the power automate. The final piece would be the rest API. So Nutrient, formerly Mohambi Ltd. That's what our GitHub is. And here, you'll find code samples for the document converter online. As this is a rest API, you can invoke it from the platform of your choice. We provide you code samples for dot net, Java, JavaScript, and PHP. If you need something other than this, let's say Python, it's a rest API, we can help you with that as well. Similarly, you can use the Swagger UI and test the rest API actions. You have got all the actions available out here, the convert actions, the compress actions. Let's take the convert action. So here, if you see, we have got the model schema, which you can use as a body. You have the endpoint, and then you can use the API key to authorize yourself to use the connector. That being said, it's pretty simple to go ahead and use the rest API. If you are a developer, you can use this, use the existing code, and create your own custom application with it. In addition to that, a single subscription for the Nutrient Converter online gives you access gives access to unlimited number of developers and users. So quickly on the pricing page, we I showed you the SharePoint online app. I showed you the Power Automate connector. We briefly spoke about the rest API. A single subscription can be shared with n number of developers. I hope that this quick demo about the converter was informative. Thank you for your time, and we are open for questions. Alright. Thank you, Clayton. That was fantastic. I really appreciate you putting that together for us. I'm gonna come back to kind of our last slide for the day, to see if we have any questions. It doesn't look like we have anything immediate, so just gonna drop a couple things, as we kind of wrap this up. Again, we'll send a recording of this to everyone who registered today as well as it'll be posted, on a number of different places, on our website. If you don't you do have any questions or want to continue the conversation about any of the technology we talked about today, I'm putting my contact information in the chat as well. So you feel free to reach out to me. I can connect you directly with Clavin, or I can also, start a conversation with anyone else, at our company as well. So, again, thank you for attending or for watching. You know, I usually like to end on this slide. You know, we work with a number of, organizations around the world using us for a lot of different use cases, definitely including the ones that we showed today. So if you have any questions or interest, please feel free to give us a shout, and thanks for spending some time with us today, and we'll look forward to the next one. Alright. Have a good one, everyone.