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iText Suite 8.0.3: Advanced PAdES Signing API, Two-Step Signing, and More

ian.morris — Wed, 14 Feb 2024 12:13:57 +0000

iText Suite 8.0.3: Advanced PAdES Signing API, Two-Step Signing, and More ian.morris Wed, 02/14/2024 - 13:13

It’s Valentine's Day, although that’s not all we’re celebrating. 24 years ago today, the first public version (0.30) of the iText PDF library was released. Today, we give you iText Suite version 8.0.3 which has a ton of great stuff we’re sure you’re going to love.

After almost a quarter-century of iText development, you might be wondering what else could we possibly add to the premier open-source PDF library for Java and .NET. As we mentioned last time, our current focus is to build upon iText Core’s already industry-leading support for PDF digital signatures, making digital signing with iText easier than ever before. By providing developers with more high-level APIs to utilize, it means you don’t have to bother with any specification or implementation details - iText will do all the heavy lifting for you.

On top of that though, we’ve also been implementing support for the upcoming PDF/UA-2 standard, improved our automated checks for PDF/A and PDF/UA creation in Core and pdfHTML, and added support for intelligent table recognition in pdfOCR.

Release iText Core 8.0.3

Digital Signatures

PAdES Signing high-level API

You might remember that in our last release we mentioned a new high-level API for PDF Advanced Electronic Signatures (PAdES) Signing, While we were still working on the finer details, we wanted to allow interested parties to try it out and familiarize themselves with it. Now, we’re happy to say it is finalized and completely ready for production.

The main addition is the new PdfPadesSigner class, which performs signing with the PAdES related profiles (В, T, LT, LTA) and renews signature revocation data (AKA prolongation) and timestamps. See the example on our Knowledge Base for more details on the various PAdES levels, along with a demonstration of creating a Level B and Level LTA signature using the PdfPadesSigner class.

Note that while PAdES was published by the European Technical Standards Institute (ETSI), other implementations of Advanced Electronic Signatures (AES) and Qualified Electronic Signatures (QES) for PDF work in a similar way. So, even if you don’t require eIDAS-specific compliance, you should find this API extremely useful.

Two-step/asynchronous signing

The PAdES Signing API also includes a comprehensive implementation of two-step (AKA asynchronous) signing. In essence, this means users are now able to easily split signing operations into steps which can be performed independently of each other. While this was possible beforehand, doing so required a deep knowledge of signing and not a little effort.

To make things more straightforward we’ve added two methods to the PadesTwoPhaseSigner class (Java/.NET). The first is prepareDocumentForSignature which adds the necessary fields to the document, closes it and then returns the message digest of the prepared document. The second method is addSignatureToPreparedDocument which, as the name suggests, completes the signing procedure by adding the signature to the prepared document.

That’s not all though. We’ve also added the PadesTwoPhaseSigningHelper class (Java/.NET); a helper class that allows users to easily perform signing operation in two steps. For example, you could prepare the document with a placeholder for the future signature, and then sign the prepared document using a corresponding PAdES profile at a later date, or using a completely separate process or application.

Once again, we have prepared an example on our Knowledge Base to show you how it works.

Additional SignatureFieldAppearance examples

In addition to the examples we featured in our previous release, we’ve prepared a few more examples demonstrating the advanced customization for digital signature fields using the new methods in iText Core.

Improved chain logic for missing certificates

We’ve also improved iText’s signing logic for certificate chains and the collection of revocation data for CRL response certificates. Previously, when iText requested a certificate chain for signing logic, it expected that all required certificates in a chain would be present in a common location. However, it is now possible for missing intermediate certificates to be received externally through the use of Authority Information Access (AIA) extensions, which point the client to a location where the necessary certificates can be obtained.

Customizable signature orientation

In a previous version, we introduced some logic where iText would automatically try to adjust signature fields to match the orientation of the document. While this works well in most cases, there may be situations where you don’t want this to happen. We’ve now introduced a parameter that sets the orientation of the signature appearance itself, which will override the default behavior in such cases.

Support for SM2/SM3 signing

In relation to a pull request, we added support for signing with the SM2/SM3 algorithms which are becoming more commonplace in China. In response to this request we provided an example which is a neat demonstration of how you can take advantage of the algorithm-agnostic signing and validation introduced in the 8.0.1 release. If you make use of these algorithms and can validate the sample code and signature in the output PDF, please report back with your findings!

Digital Signature Knowledge Base updates

On a related note, we’ve recently overhauled our Digital Signing with iText series of articles on the iText Knowledge Base to account for the API improvements in iText Core version 8. This is a comprehensive series that walks through the process and use cases of digitally signing PDFs, and includes a wealth of information plus handy code snippets along with links to the complete signing examples used for the articles.

Another new addition to our Digital Signing Hub is a complete list of support in iText Core for the PDF Digital Signature Extensions. This details all current ISO/TS 32001, ISO/TS 32002 and ISO/TS 32003 extensions to the ISO 32000-2 (PDF 2.0) specification, and will be continually updated as necessary.

Speaking of PDF 2.0, don’t forget that this is now available at no cost, thanks to the unique collaboration between the three leading PDF companies (including Apryse) and the PDF Association. Visit the the PDF Association website to learn more and download the ISO 32000-2 bundle.

PDF/UA-2 support

Our devs have been hard at work implementing support for creating documents compliant with the new PDF/UA-2 standard. Similarly to the latest PDF/A-4 standard for Archiving, PDF/UA-2 is based upon the PDF 2.0 specification and implements a number of improvements over the existing PDF/UA-1 standard.

PDF/UA-2 introduces extensive support for annotations and structure element attributes, which were largely absent in PDF/UA-1. In addition, PDF/UA-2 utilizes PDF 2.0 to its advantage in numerous ways. This includes the innovative Namespaces feature that enables the integration of PDF 1.7 and PDF 2.0 structure elements within the same document, the introduction of MathML, the new Artifact structure element type, and a host of other enhancements.

Thanks to our long-standing collaboration with the PDF Association and the ISO Technical Committees for the PDF standards, we have been closely involved in the development of PDF/UA-2, and so we feel it is important to implement early support in iText to help popularize and promote this new standard.

Additional checks for PDF/A and PDF/UA generation

To assist with the creation of compliant PDF/A and PDF/UA documents we’ve implemented extra checks and helper logic in our Kernel module to guide users, and detect compliance issues early in the process.

Bug fixes and miscellaneous

We’ve fixed some issues relating to text extraction and flattening, plus a fix for incremental updates to hybrid-reference files. Plus, we made some other miscellaneous improvements and fixes across the board. As always, check the Changelog for more details.

Also, in the release notes you can find links to our Java and .NET GitHub repositories which are continually updated with useful code samples for iText Core and its add-ons.

Pull Requests

This time, we’d like to thank Snipx for their pull request to implement support for the SVG stroke-dasharray attribute, which we embellished with support for stroke-dashoffset and also percent values in addition to absolute values. Also, a shoutout to mike1226 who made a similar submission recently.

We recognize that iText would not be the success it is today without the contributions from our wonderful community. So, a happy Valentine’s Day to you all, and your contributions are always welcomed!

Release pdfHTML 5.0.3

pdfHTML is an iText Core add-on for Java and .NET to create PDF from HTML/XML (and associated CSS).

As we mentioned above, we’ve implemented additional checks and improvements during the creation of PDF/A and PDF/UA to make the creation of both archivable and universally accessible PDF documents easier. Using HTML as a source is a great way to create such documents, so pdfHTML users naturally benefit greatly from this addition.

As for PDF/A, if you want to create documents compliant with the new PDF/A-4 standard, check out this example from last time.

We’ve also fixed some bugs with converting layout elements and an exception being thrown when emojis are present in HTML to PDF/A conversions.

Release pdfOCR 3.0.2

pdfOCR is our add-on for iText Core to perform OCR on documents and images.

In this release we’ve added support for pdfOCR to be able to intelligently recognize table data and convert it into the correct tag structure in the resulting PDF documents.

A bug for the incorrect font size being selected for particularly small text was also fixed.

Release pdfSweep 4.0.2

pdfSweep is an iText Core add-on for Java and .NET to securely redact content from PDFs.

This release fixes a bug where a NullPointerException could occur in situations where an Image's XObject was directly referenced from the canvas, had an /ImageMask entry with the value true and was completely covered by a cleanup rectangle.

Release pdfXFA 4.0.3

pdfXFA is an iText Core add-on for Java and C# (.NET) that allows you to flatten dynamic XFA forms to static PDF. It also enables you to add a digital signature to converted XFA forms as additional security for further processing in PDF workflows or for archiving.

For this release of pdfXFA, we fixed a bug where if the XFA data contained HTML tags for bulleted and numbered lists, the flattened version would use an incorrect symbol for lists - for example, the • symbol would be replaced with the - character. Now, pdfXFA will preserve these characters in the flattened PDF document.

Final thoughts

2023 was a rollercoaster year for iText, beginning with the release of iText Suite 7.2.5 in January, and us becoming part of the Apryse family in February - speaking of which, birthday greetings go to Apryse as well! Then May saw the release of iText version 8, which brought many improvements in digital signing, built-in support for the Federal Information Processing Standard (FIPS 140-2), and layout-based forms creation.

August followed that up with iText Suite 8.0.1 featuring improved CSS flex support and the introduction of multi-column support for the pdfHTML add-on. And of course, we ended the year with iText Suite 8.0.2 which added comprehensive support for the latest PDF/A-4 standard, customizable annotation flattening, and even more digital signing enhancements.

What do we have coming up in future releases? You'll have to stick around to find out!

Don’t forget, you can get a free 30-day trial of the entire iText Suite under the terms of our commercial license, which enables you to keep your intellectual property safe.

Until next time, happy coding!

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iText Suite 8.0.2: Advancing PDF Functionality with PDF/A-4 Creation, Enhanced Digital Signing, and Customizable Annotation Flattening

ian.morris — Sat, 25 Nov 2023 13:13:12 +0000

iText Suite 8.0.2: Advancing PDF Functionality with PDF/A-4 Creation, Enhanced Digital Signing, and Customizable Annotation Flattening ian.morris Sat, 11/25/2023 - 14:13

Just before Halloween, we released version 8.0.2 of your favorite open-source PDF library for Java and .NET. There’s nothing spooky about iText Core and the updated iText Suite add-ons in this release though! We have support for PDF/A-4 creation, improved digital signing, and simple yet customizable annotation flattening, and that's just talking about iText Core! Let’s take a closer look at what's new.

Release iText Core 8.0.2

Introducing PDF/A-4 support

First and foremost, we’ve extended iText Core’s support for the creation and validation of PDF/A compliant documents to include the latest PDF/A-4 standard. PDF/A-4 is based on the PDF 2.0 specification, unlike the previous PDF/A-3 standard which was based on PDF 1.7. This means it allows some of the new features of PDF 2.0, such as page-level output intents for accurate color interpretation, an updated Unicode version, and improvements to Tagged PDF.

Speaking of the PDF 2.0 specification, don’t forget that as of last April this is now available to all at no cost, thanks to a collaboration between the three leading PDF companies (including Apryse) and the PDF Association. Visit the the PDF Association website to learn more and download the ISO 32000-2 bundle.

The a ("Accessibility"), u ("Unicode") and b ("Basic") conformance levels in earlier variants of PDF/A have been replaced by two new profiles: e and f. The PDF/UA format now exists for Universal Accessibility, and Unicode is now a requirement in PDF/A-4 for text encoding rather than a specific conformance level. Therefore, the base PDF/A-4 specification replaces the b and u conformance levels.

You can find helpful examples showing how to create PDF/A-4 documents with both iText Core and pdfHTML on the Knowledge Base, along with more details on the PDF/A standards and what’s new for PDF/A-4. However, in short PDF/A-4e (Engineering) replaces the old PDF/E standard for technical documents, and supports Rich Media and 3D annotations, PDF/A-4f allows any type of file to be embedded, similar to PDF/A-3, and builds upon PDFs existing container format capabilities.

In addition, PDF/A-4 has better support for the archiving of fillable forms than PDF/A3, since non-static content is now allowed in the form of JavaScript. Therefore, information about interactive forms can be both stored and archived.

Plus, it simplifies the handling of digital signatures. Which leads us nicely into:

Improved digital signing and customizable appearances

We continue the digital signature revolution we introduced with iText Core version 8.0 with a significant improvement which allows signing to be performed in several steps, rather than as a single operation. This can be especially useful to facilitate concurrency and manage resources efficiently in batch operations. The new deferred signing API already allowed this to some degree, although it required users to manually implement IExternalSignatureContainer themselves which is no longer necessary.

There’s also a nice improvement for the appearance of digital signatures. Now, the generation of the appearance of signature form fields is delegated to the layout module rather than being manually implemented in the PdfSignatureAppearance class, enabling completely customizable appearances. This means the old layer-based approach is outdated, and has been deprecated. Check out this example for more details on customizing signature appearences.

In addition, with this release we’re introducing a new higher level API for signing with PAdES. We’re still working on the finer details so it’s not quite ready for prime-time yet. However, it’s fully-functional so you use it for testing, and get a sneak peak at how it simplifies the digital signing process. We’ve prepared an example demonstrating how the new high-level classes help with signing documents, along with more information on the various PAdES signing levels and profiles on our Knowledge Base.

Also, stay tuned for future releases to see further strides in digital signing convenience. We know digital signing is a major use case for iText, and our aim is to make it as simple as possible by providing more high-level abstractions that you can utilize. So, you won’t have to worry about specifications or implementation details, iText will handle all that for you.

High-level API for easy and customizable annotation flattening

There are some nice changes to annotation flattening, where we’ve implemented a high-level API to simplify and enable easy customization of annotation flattening. You can either tell iText to flatten all annotations with just two lines of code, or if you prefer you can define specific types of annotation to be flattened. The power is now at your fingertips.

Of course, we have prepared some examples demonstrating how it works. There’s an example showing the default flatten behavior, as well as one for flattening a list of annotations. However, we also demonstrate how the customizability options work through using custom methods.

Bug fixes and miscellaneous

There’s also some miscellaneous improvements and fixes for the layout module relating to table row and cell properties, as well as fixes for a potential infinite loop with tables. We’ve also fixed an issue where a maliciously crafted PDF with a huge number of pages and empty data structures could cause an out of memory error. Now iText will avoid such issues by more intelligently allocating memory for documents like this.

Release pdfCalligraph 4.0.2

pdfCalligraph is our iText Core add-on which provides advanced typography support when creating PDF documents, enabling you to expand your document workflow with accurate rendering for global languages and writing systems.

For this release of pdfCalligraph, the artifact names have been changed to reflect the new naming structure. In addition, since Bouncy Castle is a dependency for tests the .NET version has been updated to use the latest 2.2.1 version.

Note: Don't forget that aside from being a very useful add-on to iText Core by itself, you can also use pdfCalligraph in combination with pdfHTML

Release pdfHTML 5.0.2

pdfHTML is an iText Core add-on for Java and .NET to create PDF from HTML/XML (and associated CSS).

In this release, we’ve continued our work on pdfHTML’s advanced multicolumn support by supporting the CSS break-inside, break-after, and break-before properties for column-count.

There’s a significant improvement in the font selection algorithm for font families with several width classes, as pdfHTML will now consider all font names within a family, and choose the best matching one.

Another addition to our flex container support is the support for vertical flex-direction pagination. For example, if you want to expand a flex container onto different pages if the content will not fit on a single page.

In other news, pdfHTML will now support SVG tags when using HtmlConverter#convertToElements, and there's a fix for the incorrect vertical alignment of inline-block elements in table cells.

Also, don’t forget we have an example of PDF/A-4 creation using pdfHTML if this is of interest to you.

Release pdfOCR 3.0.1

pdfOCR is our add-on for iText Core to perform OCR on documents and images.

For this release, the artifact names have been changed to reflect the new naming structure. In addition, since Bouncy Castle is a dependency for tests the .NET version has been updated to use the latest 2.2.1 version.

Release pdfOptimizer 3.0.1

pdfOptimizer is our iText Core add-on to reduce the file size of PDFs.

For this release the artifact names have been changed to reflect the new naming structure. In addition, since Bouncy Castle is a dependency for tests the .NET version has been updated to use the latest 2.2.1 version.

Release pdfSweep 4.0.1

pdfSweep is an iText Core add-on for Java and .NET to securely redact content from PDFs.

Release pdfXFA 4.0.2

This release fixes a bug which could result in a null pointer exception when flattening XFA, and also a fix where certain Arabic characters could be modified.

The artifact names have been changed to reflect the new naming structure. In addition, since Bouncy Castle is a dependency for tests the .NET version has been updated to use the latest 2.2.1 version.

See you for the next release!

As promised, our 8.0.3 release will see further improvements for digital signatures. We’ll also have some updates related to PDF/UA creation and validation, plus some other surprises.

Don’t forget, you can get a free 30-day trial of the entire iText Suite under the terms of our commercial license, which enables you to keep your intellectual property safe. Happy coding!

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iText Core and pdfHTML enabling dynamic statement generation for Green Dot Bank

jim.prigge — Thu, 09 Nov 2023 15:26:11 +0000

iText Core and pdfHTML enabling dynamic statement generation for Green Dot Bank jim.prigge Thu, 11/09/2023 - 16:26

Intro

Learn how a leading US fintech benefits from iText’s high-volume PDF capabilities in generating on-demand, customized digital statements for online banking customers and Banking as a Service platform partners.

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Case Study

Background

Green Dot Corporation is a US financial technology and registered bank holding company based in Austin, Texas. Founded in 1999, Green Dot has served more than 33 million customers through their retail and direct-to-consumer products. These include debit, prepaid, checking, credit and payroll cards, as well as robust money processing services, tax refunds, cash deposits and disbursements.

In addition, they serve many millions more through their Banking as a Service (BaaS) platform, which counts a wide variety of leading brands as partners. Fintech companies and well-known consumer and technology customers use this platform to design and deploy their own bespoke banking and money movement solutions in the US.

At the same time, Green Dot offers comprehensive and accessible digital banking options for both consumers and small businesses, as part of their mission to give all people the power to bank seamlessly, affordably, and with confidence. They designed their flagship digital bank “GO2bank” to simplify banking, enabling customers to quickly access, manage, and move their money.

Green Dot has a long history of innovation in the financial technology sector. As such, they are seen as a fintech pioneer, developing a wide range of market-leading technologies and services. In 2013, they launched the first bank account designed to be accessed from a mobile device.

Goals

In order to serve both their BaaS platform customers and Green Dot’s own GO2bank customers, Green Dot needed to dynamically generate digital statements on-demand as PDF. For ease of use and flexibility, the team responsible for the BaaS platform intended to use HTML templates as a basis for PDF creation. Furthermore, using CSS, templates could be quickly customized with logos and client information when onboarding new customers.

Challenges

The primary challenge was evaluating the available PDF libraries to find one that met their needs. Key requirements were to support PDF creation from HTML/CSS, and to easily integrate within Green Dot’s existing .NET-based environment. Following evaluation, the next step was to create proof of concept implementations and perform benchmarks to gauge the performance and stability of the various solutions.

Solution

Since iText is widely used in the banking and financial sector and a well-known and respected solution for PDF creation and manipulation, it was natural that Green Dot’s team selected it for the evaluation stage. The iText PDF SDK is natively available for Java and .NET (C#) and offers a variety of ways to create PDF documents, with a popular choice being our pdfHTML iText Core add-on. Part of the iText Suite’s range of add-on modules for the iText Core library, pdfHTML enables PDF generation from HTML, or other markup formats such as XHTML and XML. On top of that, support for a wide range of CSS tags enables custom styling to be applied to templates.

After evaluating various .NET PDF libraries, iText quickly proved itself as the best choice. Ravi Vemula, who leads the team responsible for payment processing on the BaaS platform, told us, “In our benchmarks, iText was the clear winner in both its performance and HTML to PDF capabilities.”

As a result, Green Dot connected with our Sales department to discuss their requirements and obtain commercial licenses for iText Core and pdfHTML. iText’s commercial customers are released from the open-source AGPLv3 conditions, allowing them to develop in a secure and closed-source environment. This benefits not just the protection of Green Dot’s intellectual property, but also helps them meet the financial sector’s stringent cybersecurity regulations.

In addition, our commercial licenses offer other advantages. Customers get professional support and maintenance from iText’s expert in-house engineers via the iText Support Portal, where we advise and assist with implementations. You also get free upgrades to our new releases with early access provided to development snapshots.

“In our benchmarks, iText was the clear winner in both its performance and HTML to PDF capabilities.”

Ravi Vemula - VP of Payments Engineering at Green Dot

How it works

Green Dot’s BaaS platform is a state-of-the art microservices solution. Hosted both on-premises and AWS, they interconnect to provide various applications required by the platform, since it serves their BaaS partners, consumer digital banking, and Green Dot’s branded retail services. Statement requests are combined with account and transaction data and passed to the integrated iText Core and pdfHTML service, as shown below.

An architectural overview of Green Dot's BaaS platform.

When a request is received, the system checks if there is a statement already generated in storage. If so, it is served to the customer. If there is no pre-existing statement stored on the system however, a request is sent to the iText implementation. The data is requested from the database using the account holder’s number, and iText dynamically populates the desired HTML template with the required data. The PDF statement is then generated on-the-fly and served to the account holder.

Since Green Dot has a wide variety of clients utilizing their BaaS platform, Green Dot’s team customizes templates to meet each client’s requirements. Templates can be quickly adapted to include discrete company logos and other graphics, with custom styling applied painlessly through CSS.

An example on-demand statement by the BaaS platform.

"We're very happy with iText's performance. Everything works as expected and rendering HTML templates as a PDF goes very smoothly."

Ravi Vemula, VP of Payments Engineering at Green Dot

In addition, Green Dot also uses templates constructed from PDF form fields, also known as AcroForms. Automatically filling and flattening such templates is a task which is easily handled solely by the integrated iText Core library.

Result

The team began the incorporation of iText into their platform’s architecture in 2019. Ravi told us this was achieved swiftly and smoothly, noting “We had no issues with our development and the integration of iText into our solution.”

In the fast-moving world of digital banking and BaaS, the speed and reliability of services are crucial. Indeed, Green Dot’s team forecasts generating approximately 80 million statements each year. Thus, iText’s reputation for high-volume, server-side PDF generation was a key factor in their decision. As Ravi says, his team’s experience with iText in their solution has been rock-solid: “We’re very happy with iText’s performance. Everything works as expected and rendering HTML templates as PDF goes very smoothly.”

About

Green Dot Corporation (NYSE: GDOT) is a financial technology and registered bank holding company committed to giving all people the power to bank seamlessly, affordably and with confidence. Green Dot's technology platform enables it to build products and features that address the most pressing financial challenges of consumers and businesses, transforming the way they manage and move money and making financial empowerment more accessible for all.

Green Dot offers a broad set of financial products to consumers and businesses including debit, checking, credit, prepaid and payroll cards, as well as robust money processing services, tax refunds, cash deposits and disbursements. Its digital bank GO2bank offers consumers simple and accessible mobile banking designed to help improve financial health over time. The company’s banking platform services (or “BaaS”) business enables a growing list of the world’s largest and most trusted consumer and technology brands to deploy customized, seamless, value-driven money management solutions for their customers.

Founded in 1999, Green Dot has powered more than 33 million accounts directly, and many millions more through its partners. The Green Dot Network of more than 90,000 retail distribution locations nationwide, more than all remaining bank branches in the U.S. combined, enables it to operate primarily as a “branchless bank.” Green Dot Bank is a subsidiary of Green Dot Corporation and member of the FDIC.

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iText Certification Program

julie.kluyskens — Tue, 13 Dec 2022 15:12:43 +0000

iText Certification Program julie.kluyskens Tue, 12/13/2022 - 16:12

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These are only the very first few courses , with many yet to come from our iText experts who are continuously working on new course material. Do you wish to make a course suggestion? Our iText experts will happily review your suggestion and add it to our free online course offering!

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How to share your iText Certificates on LinkedIn

Got iText certified? Congratulations, now you've earned bragging rights! Learn how to share your PDF certification on LinkedIn.

Click the Me icon at the top of your LinkedIn homepage, then View Profile.
Click Add profile section in the introduction section.
Click Recommended dropdown, then Add licenses & certifications.
In the Add license or certification pop-up window that appears, enter your information into the fields provided.
A list displaying companies will appear as you type in the Issuing organisation field. Be sure to select the correct authority (iText Software) from the menu so their logo appears next to the certification on your profile.
Click Save.

Repeat the above steps to add more Licenses & certifications to your profile.

Manage Licenses & Certifications on LinkedIn

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Free online learning platform covering iText's technology and product offering

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All of our free courses below were built by our iText experts to help you learn about our PDF technology and quickly apply your skills. These courses will teach you essential skills to help you level up your knowledge and gain your iText certification. Each of the courses has its own Certificate of Completion. Once you pass the final exam, you can download the certificate that you can add to your LinkedIn profile!

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Intuitive data extraction from documents: easier than ever with iText pdf2Data 3.1

ian.morris — Tue, 08 Mar 2022 16:05:50 +0000

Intuitive data extraction from documents: easier than ever with iText pdf2Data 3.1 ian.morris Tue, 03/08/2022 - 17:05

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Introduction

We are excited to announce the release of iText pdf2Data 3.1, the latest version of our template-based data extraction solution. iText pdf2Data intelligently recognizes data inside structured and semi-structured PDF documents and extracts them in a structured format.

It enables you to define areas and rules in a template that corresponds to the content you want to extract from similar documents. You simply create a template from a sample document with the user-friendly Template Editor and verify the data is recognized and extracted correctly. From then on, all subsequent documents can be processed automatically by the pdf2Data SDK.

Intuitive data extraction

In recent years the extracting of information from business documents to enable end-to-end business process automation has become increasingly important. Intelligent Document Processing (IDP) is a set of technologies to process documents intelligently, helping businesses to extract and store data as simply and efficiently as possible.

PDF is widely used to share and exchange business data, particularly for invoices and other commercial documents. In today's business world it is a common requirement to be able to access and extract the data contained within such documents. However, getting this data in a usable format can prove challenging. If you've ever tried copying a table from a PDF into a spreadsheet, then you'll recognize how frustrating it can be.

Traditionally, accessing such data would require someone to transfer data from documents manually. Of course, this takes a lot of time and resources, with the risk of input errors or security issues to consider. What if you could automate this process in a reliable and secure way?

Enter iText pdf2Data. Similar to our document generation solution iText DITO, iText pdf2Data allows anyone to leverage iText's powerful PDF capabilities, not just developers. By intelligently extracting data from documents in a smart and structured way, the data can easily be repurposed for analysis, reports, or whatever you want.

Once the iText pdf2Data components have been deployed and integrated into an automated document workflow, it's simple to create or refine document templates to recognize and automatically extract data, which can then be easily reused by whoever needs it.

Advantages of template-based extraction

A number of IDP solutions use artificial intelligence (AI) technologies such as machine learning (ML) and natural language processing (NLP) to classify and extract data. For reliable results though, extensive training and large data sets are required to learn about the documents to be processed, and documents with content in different languages can be a struggle.

On the other hand, template-based solutions can offer significant benefits over AI-based alternatives. With iText pdf2Data you can begin extracting data with a template created from a single example document. It's also easy to modify or adapt an existing template for new document types, and it offers excellent built-in language support.

In addition, while AI is particularly useful for handling less structured documents such as emails, for other type of documents it can be like using a sledgehammer to crack a nut. For example, structured (official forms, passports, ID cards etc.) and semi-structured documents (invoices, bank statements etc.) can instead be handled more efficiently using a more rules-based approach.

Both approaches have their benefits depending on the situation, and we’re holding a webinar on March 24, to explore some real-life use cases, and go into more detail about the advantages and disadvantages of each strategy. There will be two live sessions held, and we’ll make the recording available afterwards to registrants in case you can’t make it.

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What’s new?

First and foremost, iText pdf2Data is now offered as a standalone solution instead of an iText 7 add-on. Everything you need to begin automated document data extraction is included; the browser-based pdf2Data Editor to create and modify templates, and the pdf2Data engine which parses documents and extracts the data with literally just a few lines of code. The SDK is available as a Java or .NET library for integration into your workflows, or alternatively can be used as a command-line application.

That’s not to say your workflows won’t benefit from also using iText 7 Core for pre- or post-processing tasks, or any of the add-ons available in the iText 7 Suite. For example, you could speed up mass-processing of documents by using pdfOptimizer to reduce file size. Alternatively, you might want pdfOCR to turn scanned documents and images into PDFs before the data extraction step. That’s entirely up to you though.

Updated Template Editor

In addition, we have made some considerable improvements to the pdf2Data Editor to make creating and updating templates even easier. There’s an updated user interface incorporating significant user experience enhancements, including inline help for the data field selectors which define how your data is extracted.

In addition, we’ve made deploying the pdf2Data Editor easier by providing it as a Docker container, in addition to the standard Apache Tomcat deployment method. This means you only need Docker installed to deploy the pdf2Data Editor.

pdf2Data SDK/CLI

In fact, there are no significant changes on the SDK side for this release. It is still available natively as a Java or .NET (C#) library, or as a command-line version if you prefer. It still gives you the same great extraction results as before.

That doesn’t mean we’re resting on our laurels though. A ton of features and improvements have been added since the first version was released, and we have big plans for iText pdf2Data's functionality and deployment options as we continue to expand our reach into the world of IDP. Keep watching this space!

Want to know more about iText pdf2Data?

If you’re not already an iText pdf2Data customer, we recommend exploring all its features and capabilities with a free 30-day online trial!

Alternatively, check out the product page for a more detailed overview of how iText pdf2Data works. You can also visit our Knowledge Base where we have tutorials and a breakdown of all available pdf2Data selectors, including tips on how to use them effectively.

Finally, don’t miss our live webinar on March 24, to learn more about document data extraction.

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New release of our PDF library: iText 7 Suite 7.2.1

kenneth.holvoet@itextpdf.com — Mon, 10 Jan 2022 13:04:17 +0000

New release of our PDF library: iText 7 Suite 7.2.1 kenneth.holvoe… Mon, 01/10/2022 - 14:04

Here at iText, we like to make a habit of kickstarting the year with a first quarterly release of the iText 7 Suite. iText 7.2.1 is the latest release of your favorite PDF library for Java and .NET, and the first scheduled maintenance release for iText 7.2. We are very excited to announce that pdfOffice, our add-on for high-quality native conversion of MS Office documents, now also supports Excel spreadsheets as input. When it comes to the iText 7 Core library, we’ve continued to improve on its SVG capabilities, as well as a number of other important improvements and bugfixes.

As always, we try to synchronize the release with those of our iText 7 add-ons. So, besides iText 7 Core, be sure to also check out the improvements below for pdfHTML, pdfOCR, pdfOffice, pdfOptimizer, pdfRender and RUPS.

iText 7 Suite Releases

iText Core 7.2.1

This new version of the beating heart of our PDF suite brings further improvements for SVG conversion, supporting default values for the d attribute of the path tag and improving PDF output, which in previous versions could be rendered incorrectly by some PDF viewers such as Safari and View (macOS) and Documents (iOS). Please see the release-related examples to get to get a full insight on these changes.

As for PDF merging functionality, we should note it has more intelligent outline handling, which is no longer as strict and can fix some syntax mistakes in the Outlines hierarchy. For instance, absence of the parent attribute which is mandatory in the PDF specification is not an issue anymore.

As for the rest of the changes, you can expect a number of bugfixes, plus some significant improvements to the codebase. we've provided some examples to give you more insight and demonstrate use cases.

pdfHTML 4.0.1

The pdfHTML 4.0.1 release is the first release of our HTML to PDF creation add-on in 2022.

This release of our add-on for PDF creation from HTML templates of brings better processing of SVG format, thanks to improvements to the SVG module in the iText 7 Core library. SVG support remains a very important focus for us, as we are moving toward comprehensive support of the SVG standard in the iText7 Suite.

In this release we have also incapsulated all resource handling functionality into the ResourceRetriever class. Now you can be sure that full control of Outbound connections is in your hands.

pdfOCR 2.0.1

iText pdfOCR offers Optical Character Recognition functionality to convert your scanned documents, PDFs and images into fully ISO-compliant PDF or PDF/A-3u that have accessible text.

This maintenance release updates the underlying glue (tess4j) with Tesseract to 4.5.5. There is not much to write home about, but we want to keep track of these underlying version updates so we are ready for when bigger changes come about.

pdfOffice 2.0.1

Although only a minor release, pdfOffice 2.0.1 brings some significant new functionality. It raises the bar for Office document conversion to a new level by introducing support for Excel spreadsheets to go along with the existing Word and PowerPoint conversion.

An example is worth a thousand words, so make sure that you check out our new Excel to PDF example.

As for the rest of the changes, expect a few bug fixes and a reduction in size for the resulting PDF documents.

pdfOptimizer 2.0.1

pdfOptimizer allows developers to easily optimize PDFs with fine-grained control over various optimization options. The pdfOptimizer 2.0.1 release includes a small yet important improvement. It will now notify you in cases when processing can break the PDF/A-1 compatibility.

In the future, we will extend the PDF/A-1 standard support in pdfOptimizer. Of course, we will keep you updated as and when this occurs.

pdfRender 2.0.1

For the latest release of the iText add-on that lets you render PDF to images, we have updated to a new version of Jpedal which brings a number of bug fixes.

In particular, Unicode text rendering has been improved in this release, and an issue with inline image rendering related to a combination of full and shorthand property names has been resolved, giving you a better PDF rendering experience. The latter improvement was made in response to the discovery made by DARPA’s SafeDocs researchers as reported in the PDF Association’s blog on the topic.

RUPS 7.2.1

We always release our PDF debugging tool RUPS together with iText 7 Core, as it is one of the most important dependencies (so all the goodies in Core also make their way into RUPS).

Happy debugging!

Shout-out to our contributors

We'd like to thank the iText community for its contributions, specifically; realityone, with a really important and impactful fix for incompatibility with PDF standards in our codebase and kohler, whose PR helped us a lot in our efforts to process PDF outlines better. We are happy to see that after 21 years there is still so much interest in improving the iText library.

We always welcome contributions and pull requests from the community. If you have any, let us know.

More information on the iText Knowledge Base

Head over to our Knowledge Base for the full iText 7.2.1 release notes, and find more information, installation guides, examples, FAQs, and more!

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Key takeaways from the iText Fireside Chat Episode 1

julie.kluyskens — Fri, 07 Jan 2022 12:07:32 +0000

Key takeaways from the iText Fireside Chat Episode 1 julie.kluyskens Fri, 01/07/2022 - 13:07

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iText Software officially kicked off its inaugural episode of the Fireside Chat series of roundtable discussions late 2021. In Episode 1, iText hosted the discussion on meeting the growing demand in e-Signatures and Document Security as seen through the lens of C-level speakers from high-profile organizations.

This topic is relevant in today’s digital landscape and is resonating with several enterprise companies across sectors today. The thought leadership technology expertise derived from their discussion translates on a global scale across professional multi-industry audiences.

The senior executives included:

Raf Hens (CTO, iText Software)
Tage Borg (CTO, Scrive)
Jay Schiavo (VP Product and Markets - Certificate Solutions, Entrust)
Tomás García- Merás Capote (Client Account Leadership Manager, Accenture)

Read on for key takeaways and highlights from their discussion:

During the introduction, moderator, Colin Steele, Head of Content, York IE, discussed the statistics mentioned in this Finances Online article, which points to the enormous growth in the global electronic and digital signature market. From there, the panel shared their views and experiences on signing digital documents, related document security concerns, such as secure redaction, but also where they expect technology to take us in the future.

The preference for online documentation processes is growing rapidly, and the e-signature method is highly preferred over its counterpart – the physical document. This is making government agencies and institutions encourage the adoption of digital authentication technologies that can certify these agreements with higher workflow efficiency and security.

“With different requirements made for digital documents as opposed to physical ones, I call that the ‘Tesla problem’, where you can’t trust the self-driving car if it’s as good as a human because you’re switching from one technology to a different kind. You need it to be one thousand times better.”

Tage Borg, CTO - Scrive

The Pandemic Pressure

The days of downloading a document off the internet, printing, signing, and scanning it back to the sender are fading. The demand for a more digital process came to the forefront when the global pandemic shined a light on the time, resources, and energy spent on handling physical documents. Solutions were needed more than ever to help companies and consumers get the deals done and contracts signed while working remote.

“Although the EU is much further along, one challenge in the U.S. still remains – the concept of identity verification with e-signatures … As customers and businesses move to more electronic signatures, there is a need for more advanced processes to help with the identity trust issue."

Jay Schiavo, VP Product and Markets, Certificate Solutions - Entrust

While COVID-19 was a catalyst for the transformation and digitization of documents, it also pushed security aside, forcing our hands to trust e-signatures more.

With this trust came a strengthened relationship between companies and individuals, and the panel was in full agreement that this digital transformation is here to stay. E-signatures are not just patchwork solutions to a temporary problem, but a permanent fixture in digital operations across industries. Deals that used to be closed in four weeks are being done in a matter of hours with the elimination of burdensome paper stacks.

Overview of the panel members during Roundtable Series Episode 1: Examining Security and Digital Document Signing

Contending with e-Signature Standards

Consumers perform e-signatures in different ways. A signer can sign their name into a highlighted area, paste a scanned signature, check an "I accept" box, or confirm initials as proof of signature. A reliable electronic signature software makes this user experience secure, legally acceptable, and smooth.

However, there are laws governing digital signatures with certifications or standards vendors must follow. It’s becoming increasingly more important to understand the parameters around those standards and deal with them across industries and geographies.

There are several varying standards, compliance items, and requirements vendors must follow to deal with everything from key storage, to individual or company authentication.

One of the biggest drivers in the industry is the electronic identification and trust services (eIDAS) regulations — everything from consumer to business to the vendors involved in delivering the solutions.

“Being a technology provider, we focus on technical standards in the document workflow ecosystem — compatibility and interoperability are very important for us. That’s where we’re actively involved in standardization efforts with PDF association but also through ISO committees.”

Raf Hens, CTO - iText Software

The highest level of standard needed to comply with is contract law. It’s not encoded internationally, but all countries have approximately the same rules in order to do business across borders. Standardization is a slow process but is important for the future success of digital documents.

“From a technical point of view, we need some kind of international infrastructure for easing the electronic signature process for citizens, and also allow some sort of advanced features for long-term validation, such as timestamps.”

Tomás Garciá - Merás Capote, Client Account Leadership Manager - Accenture

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Looking to the Future

The heightened focus on identity verification will become widespread. Today, there are tools out there to authenticate the consumer as they’re doing their digital signature, but in some cases it’s manual and tedious. The panel believes identifying an individual as they are about to sign will become easier and more automated. Digital ID wallets taking place in Europe and trickling throughout the U.S. (electronic drivers licenses) will help drive the innovation.

“On the technical side, there will be much more moving to the cloud with better access to signing keys that don’t disrupt the signing process… Low risk transactions (think Accept Terms and Conditions) will become easier to perform and legislatures will move more documents into categories without a need for an advanced qualified signature and ID verification. They’ll become more commoditized and cheaper in the long run.”

Jay Schiavo, VP Product and Markets, Certificate Solutions - Entrust

On the other end are high risk transactions (car leasing, property purchase). Those requirements will increase with more security needs in place.

We will also see a form of self sovereign identity transaction as Digital Signatures move on to Blockchain Technology. With Blockchain, you increase the security of your invoices, documents or tenders by storing the digital signatures in a Blockchain and not in the PDF documents themselves.

“Just as 20 years ago we would have never imagined getting on a plan with a QR code instead of a physical boarding pass, the innovation in the future will be about acknowledging, signing, and accepting the data behind the message and visual representation of the document in a digital environment.”

Raf Hens, CTO - iText Software

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Latest iText products are not affected by Log4j2 vulnerability

julie.kluyskens — Tue, 14 Dec 2021 10:30:01 +0000

Latest iText products are not affected by Log4j2 vulnerability julie.kluyskens Tue, 12/14/2021 - 11:30

As you might be aware, a Log4j2 vulnerability was reported on December 9 2021. The remote code execution vulnerability CVE-2021-44228 was found in the Apache Log4j library, a part of the Apache Logging Project. If a product uses a vulnerable version of this library with the JNDI module for logging purposes, there is a high possibility that this vulnerability can be exploited. (Source: https://securelist.com/cve-2021-44228-vulnerability-in-apache-log4j-library/105210/).

In case you have any concerns about this related to iText products, we can assure you that the iText Suite (5 & 7) are not affected by this issue. iText DITO might be falsely flagged as potentially affected, but we are happy to let you know it is not. While we do have a log4j dependency on the Manager component, the JDK version used within the container is not part of the vulnerability.

However, to address any concerns, we will be releasing an update this week for iText DITO to resolve this false positive.

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iText Wins 2021 Document Manager Award “Project of the Year: Public Sector”

julie.kluyskens — Tue, 23 Nov 2021 10:47:57 +0000

iText Wins 2021 Document Manager Award “Project of the Year: Public Sector” julie.kluyskens Tue, 11/23/2021 - 11:47

GHENT, BELGIUM / November 23, 2021 — iText Software, a global leader in innovative award-winning PDF solutions, today announced it won the 2021 Document Manager Award “Project of the Year: Public Sector” for the value iText 7 Core brings to Dedoco to enable Sign with SingPass integration for secure document signing. Additionally, the company was named a runner-up in the “Low-Code Document Management Software Product of the Year“ category with iText DITO.

Now in its 15th year, the Document Manager Awards were established to showcase, recognize and reward the sector’s true pioneers in technology products and service. The DM Awards reflect document management leaders segmented across areas with themes including workflow, security, compliance and AI. An independent panel made up of industry experts judges the entries.

"We are honored to win the Document Manager Award ‘Project of the Year: Public Sector’, and I am proud that our team has been recognized as leaders in the document management sector,” said Gary Fry, CEO of iText. “The award win is a validation of how we focus on our customers and investment in product innovation to drive high value. We look forward to our continued partnership with application development teams in 2022 and beyond."

Raf Hens, CTO, and Karien Pype, VP of Marketing, accepted the award on behalf of iText Software

This award win comes in a year in which iText launched several new products such as iText pdfOffice, an add-on for the iText 7 Core PDF library which enables high-quality native conversion of Microsoft Office documents to PDF, and pdfOptimizer, an add-on for the iText 7 Core PDF library that allows developers to easily optimize PDFs for size or speed, by giving them fine-grained control over various optimization options. Additionally, the iText DITO Manager component was added to iText DITO, and the availability of iText technology has expanded to AWS Marketplace and MuleSoft.

You can see a full list of the Document Manager Award winners here, and for more information on iText, or to receive a 30-day free trial to discover the power of iText's PDF SDK and iText DITO document generator, visit itextpdf.com/en today.

About iText Software

iText Software is a global leader in innovative award-winning PDF solutions used by millions of users worldwide - both open source and commercial - to create digital documents for a variety of purposes: invoices, credit card statements, mobile boarding passes, and more.

The iText 7 Core library is available as open source, while commercial licensing provides professional support and release from the AGPL requirements. The iText 7 Suite includes a wide range of add-ons providing extra functionality, and we also develop iText DITO: a collaborative template-based PDF generator with integrated template and resource management thanks to the iText DITO Manager component.

Customers choose iText because of its world-class software quality, and reliable, mature, and proven technology. The PDF solutions can be embedded into the document workflows of various industries and their applications to enable creation and manipulation of PDFs, and advanced features like secure content redaction, encryption, digital signatures, and ensuring documents are accessible and archivable. iText supports a diverse customer base, which includes more than 70% of the Fortune 50 companies as well as small businesses and government agencies, with iText earning an overall 90%+ customer satisfaction rate.

About the Document Manager Awards

Now in its 15th year, the Document Manager Awards were established to showcase, recognise and reward the sector’s true pioneers in technology products and service. The event is now the biggest date in the industry calendar.

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iText Wins 2021 Stevie Award at the 2021 International Business Awards®

julie.kluyskens — Wed, 29 Sep 2021 13:02:42 +0000

iText Wins 2021 Stevie Award at the 2021 International Business Awards® julie.kluyskens Wed, 09/29/2021 - 15:02

Company Receives Silver Stevie Award for Top Software Development Solution, Praised for Helping Minimize the Development Efforts and Cost to Generate PDF for Organizations Worldwide.

GHENT, BELGIUM / September 30, 2021 — iText Software, a global leader in innovative award-winning PDF solutions, today announced its template-based PDF generator, iText DITO, received a 2021 Silver Stevie Award in the category of Business Technology Solutions - in the subcategory: Software Development Solution.

The International Business Awards® , also known as "Stevie's", include a number of different award categories, such as Most Innovative Tech Company, which iText won a Silver Stevie for in 2020. The International Business Awards® are the premier business awards program globally for all public and private organizations, large and small.

“2021 was a particularly exciting year for iText, and then especially for iText DITO, our template generation engine. We have invested heavily in expanding the user experience of the solution. As a result, the iText DITO 2.0 Manager was introduced this year, which improves the user experience massively,” said André Lemos, Vice President of Products of iText. “The recognition from this award is a validation of our continued investments in product innovation and customer success. We are excited to continue working alongside development teams as they ramp up efforts to deliver flexibility in their document generation solutions.”

iText DITO, which was launched in 2019, received the top honors for creating a purpose-built product that unburdens developers and empowers business users to be data-driven without the need to code their PDFs.

“We have an active community of customers, partners, and contributors helping us to improve our products, documentation and support every day,” said Gary Fry, CEO of iText. “This year’s award is a testament to the iText team's resilience, drive, and commitment to support companies accelerating digitization. I am thrilled with the success we've seen in taking the next step in intuitive template-based PDF generation and collaborative asset management.”

Now in its 18th year, IBA’s Stevie Awards remain highly sought-after worldwide, exemplifying achievement in business by organizations and business professions. According to the awards site: “Known as ‘the International Stevies,’ the IBAs are open to all organizations worldwide: large and small, public and private, for-profit and nonprofit. The 2021 competition attracted more than 3,800 nominations from organizations of all types in 65 nations.”

The Stevie Awards cap off a broader period of growth for iText including the release of iText DITO 2.0, adding a whole new layer to the experience, the iText DITO Manager, which brings a workspace control room experience and a central repository for all templates, data collections and resources, making iText DITO a true collaborative solution for developers and business users.

With this new management experience, users can efficiently manage the full lifecycle of their templates and all their dependencies, like data collections, images, stylesheets and fonts. The product gives you full control over user permissions, template versions and dependencies. It lets you promote template versions, so you can rest assured only approved versions are used in production - in case next iterations are being built. In addition, iText DITO contains interesting new features such as automated chart creation, the ability to build new templates from components of existing ones with conditional logic, a barcode generation wizard, password protection for the generated PDFs and more.

iText also received a 2021 Bronze Stevie Award earlier this year from the American Business Awards® (ABA) for Most Innovative Company of the Year - Up to 100 Employees, marking the second consecutive year awarded in this category and sixth consecutive year recognized by ABA overall.

You can see a full list of IBA’s 2021 winners here, and for more information on iText, or to receive a 30-day free trial to discover the power of iText's document generator today, visit itextpdf.com/.

About iText Software

The iText 7 Core library is available as open source, while commercial licensing provides professional support and release from the AGPL requirements. The iText 7 Suite includes a wide range of add-ons providing extra functionality, and we also develop iText DITO: a low-code, template-based PDF generator with integrated template resource management thanks to the iText DITO Manager component.

About the Stevie® Awards

Stevie Awards are conferred in eight programs: the Middle East & North Africa Stevie Awards, the Asia-Pacific Stevie Awards, the German Stevie Awards, The American Business Awards®, The International Business Awards®, the Stevie Awards for Women in Business, the Stevie Awards for Great Employers, and the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 12,000 entries each year from organizations in more than 70 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at http://www.StevieAwards.com.

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