Guidance on the best approach - .pdf to Excel to .pdf

earwig999

New Member
Joined
Jan 11, 2013
Messages
42
Hi, I'm look for some guidance on a procedure I am developing and want to include some elements of document control and automation where possible.

The steps are -

  • User completes an editable .pdf form
  • The completed form(s) can then be imported into an existing spreadsheet and added as additional rows
  • Within the spreadsheet there is an option to create another different .pdf form using parts of the data within that row
Currently, I have the initial form and can 'merge/import' (.csv) using Adobe Acrobat DC (but appears to create a new workbook each time) -
How can I add to a pre-existing?
Is there a (free) way to achieve this without the need for Acrobat DC as other users won't have this?

Once added what is the best method to select a specific row of data to complete the further (editable template) .pdf?
 

Excel Facts

Select a hidden cell
Somehide hide payroll data in column G? Press F5. Type G1. Enter. Look in formula bar while you arrow down through G.
So, I've managed to sort of get parts of this to work -

I have a .pdf Design Brief form which can be completed -
I have the Tracker Excel spreadsheet which will eventually hold the data from the Design Brief form
I have the Authority to Proceed from which is automatically generated from the Tracker

I can do the back end and populate the Authority to Proceed form by selecting the row of data.
But what I'm stuck with is trying to extract the data from the Design Brief form and add that to the Tracker. (Can extract it using Adobe Acrobat DC, but not all users will have this)
 

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