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Instructions and Help about PDF Auto Fill

Automate Data Processing with pdfFiller

Automatically pre-fill multiple documents and extract data from 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 in 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. Сreate, 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

01
To fill your forms automatically start by uploading your documents using pdfFiller's uploader and selecting a document in My Docs.
02
Click Fill in Bulk on the right pane and select Add Fillable Fields. Use the Database Field Name to identify the fields that you would like to pre-fill. To create more documents, click Add Task.
03
In the dialog box that will open next, enter the name and description of the new job. Save the form to My Docs.
04
To extract data from a PDF, select a filled-in document as a template and define the fields containing the data you’d like to extract. Name data fields to identify the extracted information.
05
Upload resembling documents with similar data and click the Start button. View the document automation process performed with a single click.
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Download the Excel spreadsheet with the extracted data to your computer.

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
Anonymous Customer
2014-04-28
PDFfiller is great I often have pdf documents that I need to complete and do not want to write on the document using this program makes it looks more professional
5
Ketian
2014-05-01
amazing way for buisness startup helps out so much . no need to send mail everything is just through your computer. saves you time a lot of time. i highly recomment this.
5
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