PDF Forms: Difference between revisions
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== Reading Data from PDF Forms == | == Reading Data from PDF Forms == | ||
[[PDF]] Forms can be read and filled in with SimpleIndex. | [[PDF]] Forms can be read and filled in with '''SimpleIndex'''. | ||
To read data from [[PDF]] forms, create a [[Fixed]] field with the [[template]] value set to: | To read data from [[PDF]] forms, create a [[Fixed]] field with the [[template]] value set to: | ||
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To fill out PDF forms on export, set the [[Fill PDF Forms]] option on the [[PDF Processing Settings]] screen to automatically fill exported files with index field data. | To fill out PDF forms on export, set the [[Fill PDF Forms]] option on the [[PDF Processing Settings]] screen to automatically fill exported files with index field data. | ||
Form fields will be matched to SimpleIndex fields based on the Field Name, so simply name the field in SimpleIndex the same name that the [[PDF]] form uses. | Form fields will be matched to '''SimpleIndex''' fields based on the Field Name, so simply name the field in '''SimpleIndex''' the same name that the [[PDF]] form uses. | ||
This is most commonly used with the [[Autofill]] feature to merge data from a [[database]] into PDF forms. | This is most commonly used with the [[Autofill]] feature to merge data from a [[database]] into PDF forms. | ||
To fill in multiple copies of the same form, simply create as many copies of the original PDF form file as you need and put them all in the [[input]] folder. | To fill in multiple copies of the same form, simply create as many copies of the original PDF form file as you need and put them all in the [[input]] folder. | ||
== PDF Processing Training Video == | |||
Video was recorded in a previous version of '''SimpleIndex'''. Refer to the wiki documentation for latest updates. | |||
<div class="center" style="width: auto; margin-left: auto; margin-right: auto;"><youtube>GUOkzGSNrhM</youtube></div> | |||
Latest revision as of 16:24, 6 February 2024
Reading Data from PDF Forms[edit | edit source]
PDF Forms can be read and filled in with SimpleIndex.
To read data from PDF forms, create a Fixed field with the template value set to:
%PDF FieldName%
Replace "FieldName" with the name of the field in the PDF file. So if the field was named "Address" the template would be %PDF Address%
Filling Out PDF Forms with Index Data[edit | edit source]
To fill out PDF forms on export, set the Fill PDF Forms option on the PDF Processing Settings screen to automatically fill exported files with index field data.
Form fields will be matched to SimpleIndex fields based on the Field Name, so simply name the field in SimpleIndex the same name that the PDF form uses.
This is most commonly used with the Autofill feature to merge data from a database into PDF forms.
To fill in multiple copies of the same form, simply create as many copies of the original PDF form file as you need and put them all in the input folder.
PDF Processing Training Video[edit | edit source]
Video was recorded in a previous version of SimpleIndex. Refer to the wiki documentation for latest updates.