Currently, I have an excel file that upon launch it shows a userform where users can fill out a few text boxes/comboboxes and press create. Upon pressing create, it gathers stored data and creates a PDF that we send to vendors. It's essentially an invoice. The vendors that receive this PDF have to fill out a couple of lines and return it to us. Right now if they have no acrobat/reader experience, they're printing the PDF and then scanning and returning to us.
I want the vendors to be able to type in a few areas on the PDF and return it to us. My question is, can I create a fillable PDF from excel? Does anyone know how to do this using excel features or with VBA? Or any other method?
Thanks!
Brandon
Short Answer: Absolutely.
First you will start with a fillable pdf form. (you can create one using Adobe Acrobat or the older Adobe Designer)
It is my understanding, from your question that you would like to take some information, fill out a PDF, then send this to your client, to complete this.
Using VBA you can do all of this in one single button.
I created a step-by-step video on how to use the SendKeys method to achieve this.
Please see the detailed instructional YouTube video here: How to AUTOMATICALLY fill PDF forms using Microsoft Excel in 1 CLICK
Related
I would like to ask the following if possible. We have a client that wants a separate pdf document, embedded in a main pdf document and opens when you click it. Like the function in MS Word where you can attach another Word document inside a Word document (Word-ception, lol) and you can still open it.
I've tried it in Acrobat Pro with the Attachment and Link tools. Another option was to put the link document in an ftp server for accessibility. but our client really wants this functionality. Is this possible in Indesign?
Thank you!
Using Word as your example vehicle there are several ways to link 2 documents.
One is an appendix to the other, in PDF terms is a merge or binding but its one flowing document with separate sequential sections/chapters.
Another way is to link to an external file, in PDF terms a hyperlink to a relative second file, which can be locally folder relative or a web absolute reference. You have tried that.
In Word we can add objects internally with icons, in PDF that can be an annotation comment attachment to save externally and action accordingly. You also seem to discount that approach.
Finally PDF offers an Adobe Specific Structure where multiple PDFs attachments can be imbedded in an overall PDF wrapper. These are called Portfolios and not! to be confused with their portfolio service
They are unpopular since in a browser without Adobe Reader they should only offer the cover page.
Whilst in securer offline readers the files may well be shown as attachments that you need to save or independently open to view them.
Only some non Acrobat viewers may view them as a collection. And in the past that required runing insecure SWFlash, But I understand that has changed ?
Here is how the 3 internal PDF files seen above were shown in older Acrobat 9.
Possibly the best experience is using Foxit Reader
I have a very specific question and I would be extremely happy if anybody has any guess on how to solve it. I have: 1.- a PDF form which I have not created myself. 2.- a GoogleSpreadsheet created by myself.
Now the question is: is there any way I can fill in the PDF form using the information in the GoogleSpreadsheet, taking into account that this process should be activated from the GoogleSpreadsheet (since the PDF form is not mine)?
Best regards and thanks so much for everyone's input!
It depends.
You would need edit access to the PDF form, in order to get the field names. With that information, you could create a FDF (Forms Data Format, a PDF-related file format for data, using PDF syntax) file from the Google spreadsheet, which does refer to the PDF form as a base PDF. You then could open that FDF from the spreadsheet, and it should, if your webbrowser supports the Acrobat browser plug-in, grab the base PDF and populate it.
If you can not get the opening from the spreadsheet to work, download the FDF file and open it in Acrobat/Reader, or open the base form in Acrobat/Reader and import the data from the FDF file.
I am going to preface this with the question on a more general scale then go on to explain my specific issue.
Is there a way to create a word document, pdf, or anything comparable that I could add a "Record Audio" button to that would save the audio with the file as well as all the other info that might on a pdf/word form?
I know that Adobe Pro has a leave audio comment option, but I am creating this for a user and I do not want them to have to use that. The reason I need this is that I currently have a form usually gets partially filled out and then passed on with a dictation that needs to be transcribed at a later time. I am aiming to do this so that I can have the form and audio file linked and saved under one file.
If there is a way to leave the audio comment on a pdf with some javascript that is triggered by a button, I am perfectly okay with that I just have no clue how to program that (in terms of syntax, I am comfortable programming that isn't the problem lol).
I am also open to forms of documents other than pdf or word. I only mentioned these as they are the industry standard, but if there is another file type that would work around this, I am more than glad to use it!
I am using word 2013 by the way.
Thanks in advance!
You could write a TaskPane Addin that shows the audio controls. Once the recording is complete, the audio could be saved in the CustomXML parts in the document.
Then other users who receive the document and have your AddIn, will be able to listen to the recording.
I have not verified it in-depth, but it would be possible to add a button to the PDF file which creates a Sound annotation. The user should be then automatically asked (via a dialog) to record it.
I have a lengthy PDF time tracking document that was printed out and used in a paper process to schedule appointments. Now this paper process is being converted to an online application and this application needs to generate reports in the same format as the PDF document (this time programatically inserting values into rows instead of having someone write them on the piece of paper).
My question is this, is possible to somehow import the layout of that PDF document into Telerik reporter's designer? Otherwise, is there some sort of an intermediary tool that I can use to make the layout more exportable?
Just to clarify, I am not trying to save my reports as PDF but trying to use a given PDF's layout to create a similar looking report in Telerik.
Any tips would be very welcome.
Thank you very much!
There are numerous tools for extracting text or images from pdf files, but I am pretty sure nothing exists to extract the layout of a pdf. The pdf format is just text and symbols with coordinates. There is no layout to extract.
I've got a form that I downloaded, I'd like to prefill some content on the form (this is easy using cfpdfform).
Where it gets tricky is I would like to allow the user to modify the contents of that form, and then somehow have those modified contents accessible to me. I didnt build the source PDF so I dont know how to allow the user to "save" the new contents so they can be read.
Any ideas on where I might start on this one?
You can also use the cfpdfform tag to read/write data to a PDF file which has a form. The important thing is that the PDF document already have the form fields available, or that you add them.
I just recently completed a task where I had to have a user fill out a normal web form, and then create a filled version of an existing PDF document. It worked like a breeze!
I think that depending on what you are trying to accomplish, having the user fill out the data in a web form is less confusing than serving up a PDF and expecting them to save that to update a file on a remote server. Just my opinion, though.
http://www.cfquickdocs.com/cf8/?getDoc=cfpdfform#cfpdfform
It's possible for users to complete most PDF forms in Adobe Reader, but when user's try to save the changes they get a popup prompting them that the PDF cannot be saved and would need to upgrade to Adobe Acrobat to have this functionality.
Since Acrobat 7 (or possibly) 8 it's possible to create a form so that it can be completed and saved in reader. In Acrobat open your PDF, and select Advanced -> Enable usage right in reader from the menu. This will prompt you to save the form and then anyone using Adobe reader can complete it.
Once that's done you can open the form in ColdFusion, populate some of the fields and serve it up to the user. Once they fill it in, save it and get it back in ColdFusion you can read the contents using the PDF related tags.
Please note: It's currently not possible to set the "enable usage rights in reader" flag from ColdFusion, you need a copy of Adobe Acrobat or access to Adobe LifeCycle server to do this.
This document may help you:
http://www.adobe.com/education/instruction/teach/coldfusion/CF8-2_advanced_cf8_development_unit8.pdf