After the first step, a new sheet will be created for the selected form.Press the button named Update Templates List from Templates List sheet, the code will ask you to select a PDF from the templates folder, and for that PDF form will create a new worksheet, with all the form fields listed: PDF field Names, field User Names and field Type.In order to start using the tool, you have to do the following steps:

Important settings you need to make before Starting to Fill Out PDF Forms: In this version, only 1 PDF Form will be listed.

This sheet will have the details of the selected PDF Template from the Templates folder, the table must be updated using the button named Update Templates List from this sheet.

Data, which holds a defined table with all your source data, that needs to be sent to PDF forms.

As a result, there are 2 important sheets in the Fill PDF Form.xlsm: I tried to build a flexible structure, to allow users to use this tool with their own PDF Forms. How to Use the Excel App to Fill Out PDF Forms If you have a PDF template to fill for John Doe for example, a sub-folder named John Doe will be created in Filled Forms folder, and that PDF template will go into John Doe folder.Įach PDF created by code will have a time stamp in the file name, to avoid overwriting older forms and to allow you to find the most recent versions. The Filled Forms folder is not in the archive you downloaded from the above link, it will be created automatically.Īlso, the code will create a sub-folder in Filled Forms for each row of data. When the Excel App will fill a form, it will save it in a folder named Filled Forms, which will be created by code inside the main folder – Form Filling Tools. Inside the Form Filling Tools folder, there is an Excel file named Fill PDF Form.xlsm, this will be our Excel tool that will help us Fill PDF Forms automatically. If you have Adobe Acrobat Pro installed OR a trial version (even if it expires and you don’t want to purchase a license), then you can use an Excel App to Fill Out PDF Forms automatically, directly from Excel.įirst, download the sample PDF form and the Excel Form Filling Tool from the link below: Download sample files: Form Filling Tools.zip How Data is Organized:įirst of all, there is a main folder, named Form Filling Tools, that will contain a folder with Templates, all your PDF templates must be stored in the Templates folder. In an older article: Use Excel to populate PDF Form Fields, I presented a manual method to transport data between Excel and PDF forms, that can be used without a paid version of Adobe Acrobat.

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