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Workspace SYNCHRO Control
Categories Forms
Created by Mariano Colicchio
Created on Jul 30, 2024

Excel export/import at PDF Printout Mapping

As a user of forms, I often need to use the design printout functionality. When I use this, I more often than not have to re-upload the PDF target file because of improper naming of fillable fields, or missing fillable fields. Whenever I reupload the PDF target I need to restart my matching efforts between binding and PDF fields are reset. This is painful.

What I would like is the ability to export/import my progress as an Excel file. This is the flow I would like:

  1. I identify a problem with my fillable PDF

  2. I export the mappings draft as an Excel file

  3. I fix and reimport the PDF target file

  4. I reimport the Excel file and continue my work

Additionally, in Excel I can take advantage of Excel native functionalities to speed up my work, especially when I have hundreds of fields.

  • Mariano Colicchio
    Reply
    |
    Jul 30, 2024

    On behalf of Michael Menton from HDR Inc.