Merge fields from PDF form to Word to create large documents in one click

Try this on delimiti.com

Autofill lengthy contracts in one click using using TagsLikeThis

  • Create a new file from template
  • Use fieldnames to tag locations in your document i.e. fieldname1 from your template
  • Create New Documents from predefined templates
  • Fill form fields to tag new document, click export dropdown, select .doc format to export
  • Create Template from Admin page using two columns, enable editor

 

Sample Form Columns

 

Name 

Company Name

Address

City

State

Zip

Phone number

Invoice

Amount Due

 

 

 

Have an existing document?  Attach, it to your template on the admin page and start merging!

 

 

 

Make a template by tagging field names to your word document using unique field names such as below

 

Sales Order

 

ATTN: NameField of CompanyField

AddressField, CityField, StateField ZipField

PhoneNumberField

Reference Invoice# InvoiceField

Dear NameField please submit payment in the amount of AmountDueField to ABC Inc. at your earliest convenience.

123 State Street

Mishawaka, Indiana

(888) 888-8888

 

Look like this, by autofilling 100’s of tagged locations in one click

 

Sales Order

 

ATTN: John Hendrickson of New England Marble LLC

2200 N Union Road, Minneapolis, MN 43234

(510) 443-4323

 

Reference Invoice# 325446

 

Dear John Hendrickson of New England Marble LLC please submit payment in the amount of $2,325 to ABC Inc. at your earliest convenience.

 

123 State Street

Mishawaka, Indiana

(888) 888-8888

 

 

Related: Document Automation Configuration