Export Data from Excel to a Fillable pdf File

  • Status Completed
  • Budget $30 - $50 USD
  • Total Bids 30

Project Description

This is a 'proof of concept' project where I am inviting freelancers to provide suggestions on how best to do a project and to demonstrate the result on a very small set of test data. If an acceptable proof of concept is delivered, I will offer the succesful freelancer the opportunity to complete the project with the full set of data.

The project involves taking some data from Excel and transferring the data to fields within a fillable pdf file. The only two applications that can be used for the proposed solution are Excel and Adobe Acrobat. The desired result of the project is a fillable pdf file that looks like the form on Page 2 of the Word document, populated with data from Column B of the Excel workbook.

I have attached an Excel workbook that shows how we might capture the data for the Client. We want to do it this way because the data for a Client is repeated multiple times in the same form and is often used on more than one form. You can see the field names in Column A of the workbook and the actual data in Column B of the workbook.

I have also attached a Word document that shows a fillable form on Page 1. Anything that you see between is data that is taken from the Excel workbook. Anything that you see between { and } is data that is fillable on the form. For example, we do not know when the Investment Management Agreement is going to be signed, so we would complete that on the form. (For example, we might have a text box for the Date or we might have a drop-down box for the Date. We would certainly have a drop-down box for the Month and Year.) The result on Page 2 shows what I would expect would happen if the data is imported from the Excel workbook into the fillable form. (All of the fields are populated, but none of the { } fields are populated.)

** Remember that you are only be asked to prototype a solution for this small example. The successful bidder on this project will be offered the opportunity to bid on the full project.

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