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Can you make Action Wizard get data in Excel to populate PDF forms automatically

New Here ,
Oct 01, 2022 Oct 01, 2022

I'm trying to figure out how to make the work of the legal assistants at my job streamlined and more manageable, so I am automating some processes. A few of their tasks involve typing in and ticking checkboxes in fillable PDFs. Is there a way to extract data from Excel and paste it to a fillable PDF?

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PDF forms
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Community Expert ,
Oct 01, 2022 Oct 01, 2022

You can import data into a PDF file, but not if it's an Excel file. You will have to save it first as a tab-delimited text file, and it will need to have a specific structure: The first row must contain the field names (as they appear in the PDF file!) and the consequent rows need to contain the values for those fields. Then you could use the Import Form Data command (under Tools - Forms - More) to import one row of data from that file into the PDF.

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New Here ,
Oct 01, 2022 Oct 01, 2022

I am just now reading about tab-delimited test files.

OK so assuming that this works for text fields, how about checkboxes/tickboxes/dropdowns?

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Community Expert ,
Oct 02, 2022 Oct 02, 2022
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Yes, those too. You can export the form data from an existing file and see they will appear there, too...

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