Populate a PDF

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Brian4036
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Populate a PDF

Post by Brian4036 »

Is there a way to take the data fields on a contact and automatically populate different parts of a PDF. Like a person's name would go to a specific spot on a program like docusign and the date would go to another spot.
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Dave
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Re: Populate a PDF

Post by Dave »

AllProWebTools provides the ability to export your data in a universally accepted format known as a CSV. Once you have exported your data, the ability to create a PDF rests with docusign or any other program you choose to use to import CSV files.

A quick search on Google for: "docusign import csv" finds this information on the docusign website: https://support.docusign.com/s/question ... y-template
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