PDFix templates with screenshot from PDFix Desktop Pro

PDFix Launches Powerful New Template-Driven PDF Auto-Tagging

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If you’ve ever had to manually tag hundreds of PDF documents for accessibility, you know it’s tedious, time-consuming, and incredibly prone to human error. Now imagine doing it for thousands of documents every single day. For enterprise organizations generating bulk files like invoices, bank statements, or government reports, this is the daily reality.

That’s exactly why PDFix has launched a major new update to PDFix Desktop and PDFix SDK -and it’s a game-changer for automated PDF accessibility and compliance.

Smarter Auto-Tagging with Enhanced Template Engine

A key highlight of this release is the enhanced PDF auto-tagging templates, designed to streamline PDF/UA and WCAG compliance for templated documents. These are the types of documents businesses often generate in bulk — up to thousands daily — with consistent layouts, such as monthly statements, HR forms, receipts, invoices, and more.

With the new version of PDFix, you can now build intelligent templates that guide the layout recognition engine with precision. You define the structure. You set the tagging rules. PDFix does the rest — automatically.

Benefits of Template-Driven Auto-Tagging

Traditional PDF accessibility workflows involve repetitive manual tasks, especially when dealing with thousands of near-identical files. PDFix changes that with:

  • Custom templates for your own document structure
  • Automated semantic and logical tagging
  • Seamless integration into document generation workflows
  • Automatic PDF/UA and WCAG-compliant output

By shifting to automated template-based PDF accessibility, enterprises can achieve full compliance without manual intervention, saving significant time and resources.

Real-World Case: Nova Bank Debit Card Statement

Let’s bring this to life with a real-world use case: One of the most in-demand applications of PDFix Templates we’ve recently seen comes from banks and financial institutions producing customer statements in volumes reaching thousands daily.

Take Nova Bank’s Debit Card Statement as an example. The document layout is fixed: logos, headers, and tables remain constant, while dynamic data — names, dates, balances — changes with each customer.

With PDFix, this kind of layout repetition is exactly what makes AI-driven auto-tagging so effective:

  • The Nova Bank logo, located in the top-right corner, can be defined in the template as an image with descriptive alt text “Nova Bank logo”.
  • The same template can include rules to identify other instances of the logo within the document. Since logos typically appear on every page, these repeated occurrences can be tagged as artifacts. This setup instructs the recognition engine to tag the first occurrence as an image with descriptive alt text, while recognizing subsequent appearances as artifacts — allowing screen readers to interpret the document efficiently and logically.
  • Templates can now define semantic rules for complex tables — even when documents with the same layout vary, such as one containing a table spread across two pages and another extending over fifteen pages
  • The layout engine allows you to specify exactly where each table begins and set conditions for identifying its end — regardless of the table’s length, data variability, or disruptive elements between the table start and end. It intelligently tags each row and header while preserving logical reading order and information flow throughout the table
  • The image below demonstrates that regardless of how many pages your table spans — or what elements appear between sections (such as logos, page numbers, or descriptive text) —PDFix allows you to define a clear semantic structure.

This level of customization is all done using a JSON configuration file, giving you granular control over layout recognition and tagging logic — with no manual remediation required.

Sample PDFix Template JSON

Below is an example JSON configuration that defines layout-based tagging rules for a NovaBank Debit Card Statement. This template identifies and tags key elements on the first page of the PDF, including headings, text blocks, and a logo with alt text. PDFix allows you to inject semantic intelligence into your document workflow effortlessly.

Templates that Understand Your Documents

Thanks to these capabilities, PDFix Templates are seeing surging demand from document-heavy industries. If your organization generates thousands of similar-looking PDFs daily, templates enable you to scale document accessibility efficiently — without hiring specialized staff or relying on outsourced remediation.

The power lies in the flexibility. PDFix gives you the tools to:

  • Detect and tag repeating visual elements
  • Create highly semantic and readable tag structures
  • Handle dynamic layout changes and complex components
  • Apply the template automatically in a high-volume workflow

All of this is seamlessly executed using the Make Accessible command, which also sets essential parameters such as the document language, title, bookmarks, PDF/UA compliance identifier and more. These features ensure that each document is fully accessible and optimized for screen readers.

What’s New in PDFix Template-Driven Auto-Tagging?

  • More powerful setting of recognition engine with fine-tuned controls
  • Advanced rule-based element detection and auto-tagging
  • Support for dynamic and more complex layouts
  • High-speed batch processing capabilities

PDFix Templates have already been successfully integrated into enterprise-scale workflows, yielding measurable improvements in efficiency and accessibility. Whether you’re generating financial records, legal documents, healthcare statements, or government forms, PDFix delivers automated accessibility at scale that is both accurate and reliable with no manual intervention required.

And because it integrates directly into your document generation system, you can make every document accessible from the moment it’s created.

Optimize Your Workflow with PDFix

If your business produces high volumes of similar-looking PDFs, now is the time to switch to automated PDF accessibility and auto-tagging. Enhance both the quality and speed of your document accessibility with a solution that seamlessly integrates into your document creation process — delivering accessible documents from the beginning, without the need for further manual intervention.



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