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Henry.Ong
Henry.Ong
Inspiring
May 22, 2019
Question

How to populate input data in PDF Porfolio?

  • May 22, 2019
  • 3 replies
  • 790 views

I have created a PDF portfolio with several individual PDF Form. The first PDF form contains basic data like Name, Address, Date of Birth, Phone Numbers, etc.

In the other forms, certain basic data also exist. How can I populate these basic data in the other forms so such data is inputted only once?

This topic has been closed for replies.

3 replies

Henry.Ong
Henry.OngAuthor
Inspiring
May 23, 2019

Thanks for all your feedback to my question.

I guess for now, I would go to the solution Barb suggested.

Henry.Ong
Henry.OngAuthor
Inspiring
May 23, 2019

Hi Barb,

Yes, the forms need to be in a portfolio. The portfolio consist of several sales forms which contain data that get repeated across the different forms.

try67
Community Expert
try67Community Expert
Community Expert
May 23, 2019

It can be achieved with a script, but it's not a simple task. For starters, you need to decide when the values are going to be updated: Each time you change them? Each time you open a file? Each time you save a file? Something else? This is very tricky.

Barb Binder
Community Expert
Barb BinderCommunity Expert
Community Expert
May 23, 2019

Hi Henry:

Do you need to use a PDF portfolio? If you use a single PDF (the pages can look different), this will happen automatically as long as the form field names match.

~Barb

~Barb at Rocky Mountain Training
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