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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.

06

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 Sea. With further questions about Sea products please contact Sea directly.

Our user reviews speak for themselves

Read more or give pdfFiller a try to experience the benefits for yourself

4.0

I absolutely LOVE the convenience PDF filler provides for our patients, as well as our front desk staff. The only thing that would improve the service would be a guide that indicates to the patient that they missed a section, so they know to keep scrolling to complete all the forms.

Niki

5.0

What do you like best?
I enjoy very much that I can scan in documents and then fill in and add things to them easily.
What do you dislike?
Very little. But sometimes I find I accidentally click on the up/down bar instead of the buttons. Also, some of the buttons are not intuitive, but trial and error works well, and mistakes are easily deleted.
What problems are you solving with the product? What benefits have you realized?
I used to need a type writer (or hand write) sometimes still to comply with using the forms given to me by the government. Now, I can upload them and use the computer. Much better.

User in Law Practice

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How do I convert a PDF to Excel without losing formatting?

0:35 1:30 Suggested clip How to Convert PDF to Excel Without Losing Formatting — YouTubeYouTubeStart of suggested client of suggested clip How to Convert PDF to Excel Without Losing Formatting — YouTube

How do I convert a Word document to Excel without losing formatting?

In a Word document, select the rows and columns of the table that you want to copy to an Excel worksheet. To copy the selection, press CTRL+C. In the Excel worksheet, select the upper-left corner of the worksheet area where you want to paste the Word table. Press CRL+V. To adjust the formatting, click Paste Options.

How do I convert a Word document to excel and keep formatting?

Open the Word document you want to Excel worksheet, click File > Save As command, then click Browse to open Save As dialog, choose one destination to place the new file, and in the Save as type drop-down list, select Plain Text.

Can I convert a Word document into an Excel spreadsheet?

Open the Word document you want to convert to an Excel worksheet and click File or Office Button > Save As. Select a location you want to put and select Plain Text from the drop-down list of Save as Type. Click Save, then click OK to close the File Conversion dialog. Now open Excel and select Data.

How can I convert a PDF to word without losing formatting?

0:16 4:20 Suggested clip How to Convert PDF to Word Without Losing Format — Quick Way YouTubeStart of suggested client of suggested clip How to Convert PDF to Word Without Losing Format — Quick Way

How do I make an Excel spreadsheet into a fillable PDF?

Go to Adobe Acrobat online services. Click the “Select a file” button above, or drag and drop a file into the drop zone. Select the file you want to convert from XLS or XLSX to PDF format. After uploading the Excel sheet, Acrobat automatically converts it to the PDF file format.

How to make a PDF a fillable PDF?

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.

Can power automate fill a PDF?

Filling a PDF Form with Microsoft Power Automate. In this example, you'll take your MS SharePoint list with data, loop through all the list items, and import the data to a PDF form template. The form will be editable after the data is imported. Use the form sample, which can be downloaded here.