Document Information

The Get Document Information block extracts document metadata such as author, page count, and creation or modification dates. This is useful for automated validation scenarios where a flow needs to confirm that a document meets specific criteria before continuing. This feature is available from 2025.1 onward.

Example: A PDF file containing a contract can be analyzed to extract the author, page count, and creation date for validation in an approval workflow.

Note:

  • To use this block, cloud blocks must be activated for your tenant in the add-ons section of Customer Portal. Make sure this is enabled before adding the block to your flows.

  • The screenshot on this page uses the Elegance Design, introduced in 2025.3. If you are using an earlier version, your layout may look different.

When fully expanded, the Get Document Information block displays the following properties:

image-20260127-124129.png

Quick-start

  1. Drag Get Document Information onto the canvas.

  2. Connect the block in the flow and optionally specify the basic parameters required for this block to operate, such as File type, Source type, and Select file to upload.

  3. Run the flow when it’s ready.


Building block parameters

Parameters
  • Block header: Shows the current title of the Get Document Information block. You can rename it by double-clicking the header and typing a new title.
    The green input connector triggers the block when the flow reaches it, and the green output connector triggers when the document metadata has been retrieved successfully.

  • File type: Selects which document type the block should interpret and extract metadata from (for example, PDF or Word Document).

  • File Input: Groups the file-selection settings used to provide the document to analyze.

  • Source type: Defines how the document is provided to the block.

    • Data file: The file is stored inside Leapwork after you upload it.

    • Local path: The file is referenced from a path on the machine where the automation runs.

  • Select file to upload: Lets you choose the document that the block should analyze.
    This parameter is mandatory, because metadata can only be extracted once a document has been provided.

  • Author: Outputs the document author if it exists in the document’s metadata.

  • Pages Count: Outputs the total number of pages detected in the document.

  • Date Created: Outputs the date/time when the document was originally created, based on available metadata.

  • Date Modified: Outputs the date/time when the document was last modified, based on available metadata.

 

Resources

Topic

Description

Flows FAQ

Common questions about creating, running, and managing flows in Leapwork.

Flows Troubleshooting

Guidelines and solutions for identifying and fixing issues that occur when building or running flows in Leapwork.

Customer Portal Add-ons

Customer portal section to activate your cloud blocks.