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How to Extract Fillable Fields from PDF

With pdfFiller you can automatically extract specific data from multiple filled-in insurance policies, invoices and applications into an organized table or database. Use the extracted data to create new documents or securely store it in your pdfFiller account. 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 with 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 all the fields with the information you need are defined, click Save. On the next stage you can 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 similar data which you would like to include to data extraction by clicking Upload Documents.

Click the Start button to begin the data extraction process. When the data extraction is over, you can download the results by clicking Download Result.

How to Extract Fillable Fields from a PDF

01

Select a filled-in document as a template.

02

Define the fields with data you’d like to extract.

03

Name data fields to identify the extracted information.

04

Upload resembling documents with similar data.

05

Click the Start button.

06

Download the Excel spreadsheet with extracted data to your computer.

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2014-05-29

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