How to auto-populate fillable PDF on Plumsail Forms submission

In this article, you will learn how to automate the generation of documents in your company. For example, applications, orders, invoices, cards and others. We’ll show you how to automatically populate fillable PDF on Plumsail Forms submission by its integration with Processes.

Processes are a Plumsail Documents feature with an intuitive interface for creating documents from templates.

By means of Plumsail Forms, you can design elegant, responsive, and highly customizable forms for SharePoint Modern UI or any web page. In our example, we will collect data from a Web Form, apply it to a fillable PDF with the help of Processes.

Create a fillable PDF

Follow this instruction to create a fillable PDF. Download the template file for this article.

fill in pdf form template

Create a Form

We have already designed an application for employment form. Here it is:

Plumsail Form image

You can create such a form yourself, follow this link to learn more about how to design Plumsail Web Forms.

While creating a Form, pay attention to the internal names of fields. They must be the same as fillable PDF fields to match them while populating. To understand better the form data structure, check this link.

It's possible to use our ready form template for an employment application. Download the file and import it to the Plumsail Forms designer.

Configure the Process

When our fillable PDF and Plumsail Form are ready, we proceed to configure the Process. It will apply data from the form submission to the fillable PDF.

Create a new process

To create a new process, go to the Processes section in your Plumsail account.

Click on the Add process button.

add process button

Set the Process name.

generate PDF from Plumsail Forms

Upload the prepared fillable PDF as a template.

Configure a template

Once you're done with the first step Create Process, press the Submit button, and you’ll proceed to the next – Configure Template:

Configure template

You can test a template as well, to see how it will look at the end. Find out how to do it in the description.

Delivery

The next step is delivery. For demonstrating purposes, let us set an email delivery.

Fill-in a recipient email. Add recipients for a copy or blind copy if you need. Define the subject of the letter. And write an email body.

You can use tokens from your template to specify details in the email subject as we did, or in the body. The submitted data will be applied to them as well. Learn more by following this link.

send email delivery

You can configure as many deliveries as you need. Check all the available options and how to handle them here.

Start the Process on Plumsail Forms submission

We will start our Process by submitting the Plumsail Web Form.

For that, we will bind it. Press the Bind button and select the form from the dropdown.

bind the form

Once we've done it, the Form will appear in the list of Plumsail Forms bound to this Process.

auto-populate pdfs on plumsail form submission

Every time somebody submits the form, the Process of population fillable PDF documents will start. It will apply the Form submission data to the fillable PDF and send the result document by email.

See how the result file looks:

fill in pdf form result

Sign up for Plumsail Documents

To fully automize the generation and flow of your documents, register a Plumsail account. It's easy to get started and save time with the help of Plumsail Documents.