You can use the keyboard shortcuts CTRL+C and CTRL+V to do this.Įach time you paste values into the PDF, you can correct the text position and stretch, as well as rotate or bold. Starting with the first name, copy the subsequent values into the appropriate places on the PDF template. Once your documents are open, you can move on to copying. Copying and placing data on a PDF template Your task will be to copy the data for just one row and create a loop that will perform the same action for the other rows. PDF files, on the other hand, open in AUTOMADE’s internal application.Ĭompleting PDF templates will require copying data from the worksheet, so make sure both documents are comfortably positioned on the screen. Functions in alternative programs like Libre Office are not supported. Note: the AUTOMADE robot is only compatible with Excel. Then, using the Recording Tools, select Open File to open both documents – the Excel worksheet with the data and the PDF template. To start recording press the Record button. Make sure you keep your files in easily accessible folders. Both documents for the exercise can be downloaded here:īefore you start recording, make sure you have easy access to the documents you will be using to record your macro. Below is the PDF template and the Excel sheet that we will use to record the macro. The candidate data in the sheet is obviously false. To demonstrate such a process we will use a sample PDF file and a set of sample data in an Excel sheet. One of the most common processes that companies automate is filling files with data. Recording filling PDF files with data from an Excel sheet In this article, we describe how to record a macro using a PDF file. The AUTOMADE business process robotisation tool can fully automate these processes and save time and eliminate human error. It can be, for example, filling in contracts with contractors, creating personalised sales offers or generating personnel documents.Įach month, employees spend from a dozen to even several hundred hours on such tasks. Such tasks are carried out by employees in accounting, human resources, legal, and many other departments. It should be much more reliable.Filling documents with data is an operation that is performed in almost every medium and large company. Even if you don’t go with a different file manager, you could probably work a little AutoHotKey magic to identify selected files, iterate over them and then put the filenames (separated by newlines) on the clipboard so you can paste in one action. Each file name is on a separate line, so it just pastes in. I can just select the files I want, press a keyboard combo (SHIFT+CTRL+P for the app I use), and Alt+TAB and then CTRL+V. I don’t think I’ll ever go back to the explorer unless I’m forced to. As somewhat of an aside, many of the available Windows Explorer alternatives allow you to directly copy the file name/path to the clipboard.For that, you would need to have the file extension shown and then CTRL+A once you have hit F2. This isn’t picking up the full file name.^+c::Ī couple of additional points for consideration. The following worked for me, but the speed of your PC might allow you to reduce the pauses or require you to increase them.
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