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Automate Data Processing with pdfFiller

Automatically pre-fill multiple documents and extract data from a hundred of forms to an Excel spreadsheet, database or CRM with pdfFiller’s document automation features. Streamline your document workflow by using Fill in Bulk and Extract in Bulk. Fill in Bulk allows you to automatically create pre-filled documents that you can email, print and send out to be signed and completed. Once you’ve added fillable fields and named them, select a document in MY DOCS and click Fill in Bulk on the right pane.

The Fill in Bulk page displays a table containing the file name and data fields. Each row represents a single task and will produce a single document. To create more documents, click Add Task.

Fill in fields for each new document entering data in the respective cells and click Next. In the dialog box that will open next, enter the name and description of the new job.

Click Save to My Docs to save your documents with pre-filled fields to the Fill in Bulk folder.

As soon as the program saves your documents, you will receive a confirmation email.

All documents contain the fillable fields you added and the data you entered the table.

Extract in Bulk is a document automation tool that allows you to export client data from different forms into a single table. You don’t have to go through every document to copy required information and transfer it into an Excel Spreadsheet. To extract fillable fields in a PDF, select a completed document as a template and click Extract in Bulk on the right pane.

Define the fields containing the data you would like to extract. Click Add New Data Field in the upper right corner and draw a rectangle around the data you’d like to extract.

Enter a field name to easily identify the extracted information in an Excel Spreadsheet. When you’ve finished defining all the fields containing the information you need, click Save. Create, edit, delete, upload a new template or select an existing one. Click Extract in Bulk on the right.

Upload all documents (for example all W-2s) with the similar data that you would like to include in the data extraction by clicking Upload Documents. Click the Start button to begin the data extraction process. When data extraction has finished, you can download the results by clicking Download Result. Try pdfFiller’s document automation technology by exploring the Fill in Bulk and Extract in Bulk features.

How to Use Document Automation in pdfFiller

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