How To Create Fillable PDF's, Automatically Fill Them With Excel Data & Email Unlimited Contacts

In this week’s training, I will show you how to take an old, scanned in PDF form, add fillable fields, then automatically fill data from an Excel Table.

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EXCEL COURSES:

EXCEL PRODUCTS:

TIMESTAMPS:
0:00 – Introduction
0:38 – Overview
9:46 – Worksheet Design
21:08 – Set PDF Template
28:39 – Save Template
41:52 – Fill Workshop
1:00:53 – Create Send Template
1:02:33 – Fill Workshop PDF Form
1:10:21 – Add Template
1:13:07 – Load Template
1:15:16 – Selection Change Event Worksheet

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About Us:
I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Thank you very much for your continued support,
Randy Austin
#exceltraining #pdfs #createpdfs #excelvbaforpdf

[nxen]

Randy Sir No Matter How Long Your Videos Are I always Download Them And Watch Them Carefully i m new to VBA But I Learn A lot Of Things From You. But I want A Teacher Like you to Learn Basic And Small things.. And You Are my inspiration...

[sarasaleh]

I’ve recently started watching your videos and they’re really amazing, thank you so much!

All the steps worked great I’m just having trouble with the AppActivate.. I’m using PDF XChange Editor, and can’t figure out how to make it go back to it to fill out the second form.

[evolvednotary]

Thank you! Can you do more training like this. Starting from the beginning this training was awesome

[excelemployeeleavetracker]

I happened to find this Youtube channel by accident & all I can say is "Wow"!! I am starting a consulting bussins and this would be great for my customers! One question: is it possible to and attachments to the email as well? I am a new subscriber and will be watching your channel going forward! Thank you!!!

[santoshkamala]

Loving this Randy. Same way -
I am just looking the same in excel file. I am having a fillable template in Excel sheet and I have another table in next sheet. This tillable template in excel will fill from the data in next sheet in a table. It’s nearly 1000 data. I wish to create 1000 separate excel sheet in a folder. And same time - I am looking for a feature where I can review one single data and send an email directly. Please do let me know - if you have something like this in excel not PDF ?

[sridharkrishnappanavanerth]

Every time your videos are excellent and explanation is awesome, sir i have a request however, please comment your variables and also explain why that variable is required before start of coding so that we can understand the logic better.

[ibrahimsyed]

Hi sir, i am waiting for every Tuesday, i like ur teaching method, very simple lines of code and easy to understand, thank you sir

[swingch]

Thank you so much for sharing your knowledge which helps me so munch in understanding how macro works. I see it so helpful!! I have a question, can you also share a video about how to convert values in template to text (paragraph) by clicking a “submit” button?

Is there a macro for that? If so, I would truly appreciate if you could share! Thank you 😊

[ML-smzc]

It's so mesmerizing !
I used to use Excel intensively in my work, I know that VBA can do a lot of things but my lack of knowledge of all those functions ruins every tries...
I can of course have a "good final result" but always have the feeling it must be easier to program a macro "your" way than my way :-)

Congratulations Randy, seriously you remember my Access teacher... man he was soooo good too.

[richardhainsworth]

Loving this Randy, I’m adapting it as we go to build an automated Kanban Board using many of the techniques you are sharing...the checkbox completion will finish it off nicely. I am also using the colour coding for different team members,
Thank you so much for your continued teaching and guidance once again 👍👍

[panunwustaad]

Sir i am big fan of yours. I learned alot from you. Thank you for your valuable informations and projects.

[DeVansChannel]

Keep up the great video.. really helpfull for increasing skill in excel.

Regards from Indonesia

[pwebstore]

Thank you for sharing the knowledge. So helpful.

[TechPro]

your tutorials always outstanding and helpful, keep it up .wonderful work

[elmerguevara]

Once again, thank you Randy for these great videos you put out every Tuesday!

[abdullahquhtani]

As usual THUMBS UP 👍🏼 👍🏼 👍🏼 with 1 question ☺️.
Is it possible to change color of student’s name in the body message so the name will be in a different color in the sent email? I hope you got the point.

[matthicehofkens]

Hi Randy, just completed this and it works amazing! I just have one question. Do you think there is a way to lock the pdf files after you've made them? i need to send out a few hundred and it would be nice if the receivers couldn't edit them. Thanks!

[faisalalhazmi]

Dear, You almost covered everything in thoses courses, I wonder what else you gonna teach us. Many Thanks 😅

[ercumentguler]

Hi Randy, another great video that open horizons to people who seeks solutions to routine tasks.
I have a question and two suggestions (solutions) for specific issue regarding Adobe Acrobat new interface
First question: I have a PDF template that consist of 122 form fields in 3 pages (3rd page is the instruction page and nothing to do with Form Fields, no Fields at all). when I run the macro it runs with first record normally until the last Form Field in 2nd page and saves the template. But when it goes back to next person's record and starts filling the Form Fields it does not stars filling from the first Field of Page1 instead from the first Field on Page 2, then goes to the end field of Page 2 (that is also last Field of the template) and returns to the top filed on Page 1. So it fills Form Fields with data that are not related to the fields.
I am looking for a command to control or send the cursor to the first Page and first Form Field (Like Page Up kind of thing)

Solutions that I have found for some problems related to Adobe Acrobat Pro's new interface that maybe some of the followers of this channel encounter

1. When you try to Save As the document with CTRL+SHIFT+S, Adobe brings a interface where it says SAVE IN RECENT FOLDER and there are only CANCEL and CHOOSE A DIFFRENT FOLDER options (buttons) without any Short-Cut
I tried the following and it worked

Application.Wait Now + 0.00001
Application.SendKeys "^+(s)", True 'Save As command
Application.Wait Now + 0.00002
Application.SendKeys "~", True ' ENTER(it opens SaveAs window where you can see directory and files.
Application.Wait Now + 0.00002
Application.SendKeys "%(n)" ' Now we go into File Name field
Application.SendKeys NewPDFFile, True ' It enter the File Name as we defined in VBA (NewPDFFile)
Application.Wait Now + 0.00003
Application.SendKeys "~", True ' Another ENTER to jump to Save Button
Application.SendKeys "%(s)", True ' Save
Application.Wait Now + 0.00003

2. New Adobe does not have old school Menu Bar, so you can not find Reset Form short cut as in other PDF programs (At least I couldn't). I found a solution and have a suggestion for Randy. How likely we can add a macro that asks user for "which PDF program will be used to fill the form" with options of know PDF programs (Like Nitro, Adobe etc.) and uses the short-cuts accordingly.

Solution to Reset Form for Adobe Acrobat Pro that i tried and worked

A. Make a Box in your form and place it on the top of the page somewhere that user will not go on it by mistake (like corner of the page), because it will be invisible
B. Go in to Properties / General - Choose VISIBLE
C. Properties / Appearance -Choose NO BORDER COLOR and NO FILL COLOR
D. Properties / Position -Make it as small as can be
E. Properties / Options -Choose Layout=Label Only, Behavior= None
Last but not Least
F. Properties / Actions - Select Trigger=ON FOCUS, Select Action= RESET A FORM (Choose all fields that you want to reset, in fact you have to choose all if you will fill the form with VBA)

AND DON'T FORGET TO PUT THE BUTTON ON THE TOP OF TAB HIERARCHY

[sasavienne]

Your tutorials are simply stunning. 🔆 👏 🌟 👍