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Is it Possible to Fill a PDF Automatically with Excel?

Have you ever dreamt of a solution that is capable of filling a PDF template instead of manually doing it yourself? Everybody knows that we spend excess amounts of time copying and typing detailed information into documents. What would your reaction be if it was possible to effortlessly resolve this problem? Well, we have great news. It is now possible to easily autofill PDF from Excel. Now you can create automatically pre-filled documents with the new Fill in Bulk function. It creates Excel entries based off of the document fields you define.

How Do I Autofill PDF Forms from Excel?

Do you want to complete the fillable fields of a form faster? The below steps will guide you through the process and solve this hassle once and for all:

01
Open the My Docs tab. If the necessary documentation is already in your pdfFiller account, open the folder that contains it. Select one or several forms. The maximum number of PDFs is five.
02
Click the “Fill in bulk” option in the right sidebar.
03
Next, you will see a pop-up window with detailed instructions. Follow those steps to successfully autofill a PDF with Excel.
04
You will see the table that includes all cells from the documents in multiple rows.
05
Some fields can be added in the editor. Add specific instructions to every point.
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If there are no items, you may copy and paste them or add them manually. Not every template presumes that all parts have been completed. For example, you may indicate some information from your side and then send it to someone, requesting that they add their data and signature.
07
Next, generate the new document. Name it and add a description if necessary. Send to a recipient’s e-mail or store it in your account.

How to Batch Fill & Edit PDF from Excel?

01
To fill documents automatically, upload your documents using pdfFiller's uploader.
02
Select a document in My Docs and click ’Fill in Bulk’ in the right pane. Click ‘Add Fillable Fields’ to create fillable fields for text, number, date, signature, photo, and checkboxes.
03
While creating fillable fields, use the Database Field Name to identify the fields that you would like to pre-fill.
04
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, please use ‘Add Task’.
05
In the dialog box that will open next, enter the name and description of the new job. The Job List allows you to save generated documents and prepare them for distribution via ‘SendToSign’ or ‘LinkToFill’ or for downloading the documents to your computer as a read-only PDF.
06
Any of the documents that you’ve created contains the fillable fields you added and the data you entered the table.

pdfFiller is different from and not affiliated with DocuSign. With further questions about DocuSign products please contact DocuSign directly.

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Enable the Auto-Complete option From the hamburger menu, select Preferences (Windows®), or select Acrobat / Acrobat Reader > Preferences (macOS). In the Preferences dialog, select Forms as the preference category. Under Auto-Complete, choose Basic or Advanced from the menu.
When you enter the prepare view for your envelope, select the pencil icon on the left to access the Pre-fill Tools. Drag the pre-fill fields you want to use onto the document. See the pre-fill field types for details.
Open the Adobe Acrobat Pro DC software on your computer. Select the Tools tab on the welcome screen. On the Tools page, find the Prepare Form option and select it. Follow the prompts on the screen and select a file to create a fillable PDF from. A preview of your selected document will display in the box.
You can use eSignature to quickly scroll through an interactive, fillable PDF and to fill in all necessary fields. eSignature automatically detects the fields and lets you tab or arrow from field to field.
The easiest way to autofill PDF forms is to use a dedicated PDF editing application. Many PDF editing software, like Adobe Acrobat, remember the information you've already entered and can use it to fill in new forms. You can also use these programs to sign forms with e-signatures.
Open a PDF document in Acrobat. Click the “Fill & Sign” tool in the right pane. Fill out your form: Complete form filling by clicking a text field and typing or adding a text box. You can add checkmarks and fill in radio buttons too.
For to automatically fill in the required values, you have to send the list of all the recipients when creating the document. You can do so by adding the «tabs» property for the recipients for whom you want to fill in the tabs.
Within Acrobat, click on the Tools tab and select Prepare Form. Select a file or scan a document. Acrobat analyzes your document and adds form fields automatically. Add new form fields from the top toolbar, and adjust the layout using tools in the right pane.
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