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Dave26383435cmsk
New Participant
October 1, 2022
Question

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

  • October 1, 2022
  • 1 reply
  • 777 views

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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1 reply

try67
try67
Community Expert
October 1, 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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    Dave26383435cmskAuthor
    New Participant
    October 2, 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?

    try67
    try67
    Community Expert
    October 2, 2022

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

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