Automatically fill and send 1,000 PDF forms with Excel data [Step-by-step Guide 2024]

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  • เผยแพร่เมื่อ 4 ส.ค. 2024
  • Try MailMergic for free: mailmergic.com
    This video will guide you through every step of how to automatically fill PDF forms using Excel lists with our tool mailmergic.com. Fill the data from an Excel file into multiple PDF forms and complete them automatically with 1 click - no previous knowledge required.
    Are you filling out hundreds of copies of the same PDF form by hand? Are you tired of solutions that require 3rd-party plugins, macros or coding knowledge?
    Don't waste your valuable time - in our COMPLETE Step-by-step Guide for beginners we show you how you can automatically fill out 1,000s of PDF Forms in under 2 minutes.
    Here are some of the things that we will go over in this new video:
    00:00 Introduction
    00:40 Create an account
    First, we’ll show you how to create a new account for PDF Mail Merger (mailmergic.com). By creating an account, we can ensure that only YOU have access to YOUR data. It also enables you to reuse previously used PDF forms with just one click.
    01:07 Upload PDF file
    Then we’ll show you how to start a new auto-fill process by uploading the PDF form that you would like to fill out automatically. PDF Mail Merger works with all PDF files - with or without embedded form fields.
    01:17 Upload Excel file
    Next up, you’ll learn how to upload your Excel file with all your data. We support (almost) all file types, like Microsoft Excel, Open Office Spreadsheets, CSV and text-files.
    01:29 Edit template with placeholders
    Then, we show you how to add placeholders to your PDF form with our powerful Editor. It is very easy to use and easy to understand, even for beginners.
    02:33 Start and download auto fill
    As final step you will see how to start the process for automatically filling the PDF forms and how to download the completed PDF forms!
    All in all, you’ll have an beginner’s guide that shows you how to automatically fill PDF files with data from an Excel list. Enjoy!
    Visit mailmergic.com and sign up for FREE!
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ความคิดเห็น • 22

  • @COOKINGBIRD
    @COOKINGBIRD ปีที่แล้ว +1

    Excellent video! 😊 Thank you for sharing! Eagerly awaiting the new one! 😃

    • @MailMergic
      @MailMergic  ปีที่แล้ว

      Thank you for your kind words! We hope to release some new videos in the near future!

  • @lennartguth
    @lennartguth 4 ปีที่แล้ว +2

    Great video! Thanks for sharing!

    • @MailMergic
      @MailMergic  3 ปีที่แล้ว

      Thanks Lennart!!

  • @derSchlaueMann
    @derSchlaueMann 3 ปีที่แล้ว +2

    Thanks, saved me a lot of time

    • @MailMergic
      @MailMergic  3 ปีที่แล้ว

      I'm glad we could help!

  • @dannydanny00
    @dannydanny00 4 หลายเดือนก่อน +1

    This seems like a great solution and exactly what I need. Can it add check marks against Yes and No questions?

    • @MailMergic
      @MailMergic  4 หลายเดือนก่อน

      Thank you, Danny! We're delighted to learn that PDF Mail Merger has been helpful to you! For instructions on adding check marks, feel free to check out our FAQ article here: pdfmailmerger.com/faq/checkboxes/

  • @UberEats-van
    @UberEats-van 11 หลายเดือนก่อน +2

    Is it possible to save pdf outlines to upload new excel info each time or do you have to manually fill the placeholders each time?

    • @MailMergic
      @MailMergic  11 หลายเดือนก่อน

      Hi, it is possible to create a template and save the entire PDF outline. Next time, you can simply upload a new Excel file and create a new mail merge without any additional effort.

  • @liveautomationexperts
    @liveautomationexperts 3 ปีที่แล้ว +1

    Can I use google form responses to fill in the pdf and save a different pdf file? I have an existing fillable pdf file.

    • @MailMergic
      @MailMergic  3 ปีที่แล้ว

      Currently this is not possible - but an integration with Google Forms and Google Sheets is planned for the very near future.

    • @iaw6992
      @iaw6992 4 หลายเดือนก่อน

      @@MailMergicAny updates?

  • @massimoguillory3822
    @massimoguillory3822 3 ปีที่แล้ว +1

    Does it autofill check box?

    • @MailMergic
      @MailMergic  3 ปีที่แล้ว

      Yes, just create an extra column in your Excel spreadsheet with the letter "x" if you want to check the box. In our editor you can then drag the placeholder onto the checkbox. The "x" is then printed on the checkbox (checked), otherwise it remains empty (unchecked).

  • @MailMergic
    @MailMergic  4 ปีที่แล้ว +2

    Hey y’all, thanks for watching! And don't forget: we are here to help you - if you have any questions left, just contact our Support on our website pdfmailmerger.com

  • @shaykhiqbal451
    @shaykhiqbal451 ปีที่แล้ว +1

    Sir but water mark is appearing in pdf . How to remove it.?😢

    • @MailMergic
      @MailMergic  ปีที่แล้ว

      Hello Shaykh, you can remove the watermark by subscribing to one of our paid plans.

    • @TheBlackCat1997able
      @TheBlackCat1997able ปีที่แล้ว +2

      Basically the free service is useless because the stupid watermark makes any legal document null.

    • @MailMergic
      @MailMergic  ปีที่แล้ว

      @@TheBlackCat1997able The free plan is ideal for testing purposes or for users who don't mind the watermark. Let us know if you have any questions about it!