Auto Fill Pdf Forms Excel Data
My employer has Word fillable forms (also available in PDF format) and I am researching how to auto-fill portions of the forms from Excel or Access. I am able to add the merge fields, etc, to bring the data over from Excel, but I cannot then restore theWord form to a fillable format for the remaining fields. Basically, the mailing information and a few other key pieces of information are available in a spreadsheet, and the rest are not and must be added manually. My employer is adamant that the non-formfields be locked so that key wording cannot be changed. Is this possible in Word or PDF with Excel or Access? My MergeTools Add-in contains utilities that allow the use of Mail Merge with a Mail Merge main document that contains either Content Controls or Legacy Formfields.
In the case of the latter, you must use the Protect Legacy FormFields utility in the Add-into apply the necessary protection to the document as it is not possible to otherwise apply the protection to a mail merge main document.You can download the MergeTools – 20150422.dotm Add-in that I created from the following page of my One Drive:The MergeTools – 20150422.dotm file needs to be saved in the Word Startup folder. In Windows Vista and Windows 7, 8 or 8.1, the default location for that folder isC:UsersUser NameAppDataRoamingMicrosoftWordSTARTUPIf you do not see the AppData folder: -In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item 'Show hidden files, folders, and drives'. While there, it is a good idea touncheck the box of 'Hide extensions for known file types'.In Windows 8 and 8.1, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item 'Show hidden files, folders, and drives'.
While there, it is a good idea to uncheck the box of'Hide extensions for known file types'.When that has been done and Word is startedre-started, the tab shown below will be added to the Ribbon:The requirements for using the system are:. 1. The mail merge main document must be of the Letter type, though that does not mean that the output cannot be sent as an e-mail message. 2. For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheetand that worksheet must be the first sheet in the Excel workbook.
Auto Fill Pdf Forms Excel Data Sheet
If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left. For the Chart Mergeutility, download the Mail Merging with Charts document that is also on that page of my OneDrive for additional requirements of the data source for use with that utility. 3. For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that arewithin the range of columns that contain the data. 4. For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).
Fill Pdf Form With Access Data
Excel Fill Out Form
The numberof characters in the field names, including spaces, must not be more than 40. 5. For a data source in the form of an Excel worksheet, the data must start in the second row of the worksheet and there should be no empty rows within the range of data that is to be processed.NOTE: The MergeTools applications cannot handle “Compound” MergeFields such as the «AddressBlock» or «GreetingLine». Instead of using those fields, you will need to insert the individual merge fields.You will also want to download the Merging with Attachments.pdf document that is also on that page and the Mail Merging with Charts.pdf and Using the Many to One Facility.pdf documents that explain how to use those facilities.Hope this helps, Doug Robbins - MVP Office Apps & Services (Word) dougrobbinsmvp@gmail.com Screen shots by Snagit from www.techsmith.com.