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Regular Visitor

Filling out existing fillable pdf using flows

Hi Flow Community, 

i am looking to create a flow where a user would enter information like Full name, address into a manual trigger button where this would then populate a pre existing fillable pdf. i have seen plumsail offers this option but they do not off a free version and their cost is to much for what i need it for. Can this be done with out plumsail ? Maybe using a power app ? 

 

Thanks

RyanMac45

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: Filling out existing fillable pdf using flows

Hi @RyanMac45 ,

 

In flow's existing Connectors, only Plumsail Documents connector has Fill in PDF form action, and Fill in PDF form is still in the experimental stage.

You can consider filling this information into a Microsoft Word template, create a Document file and then convert it into PDF file.

First of all, you need to create a Microsoft Word template, please have a reference to this article: save-a-word-document-as-a-template

Annotation 2019-07-23 144333.png

After you create a template above, you can create a flow just like these screenshots:

Annotation 2019-07-23 144520.pngAnnotation 2019-07-23 143958.png

This is the result of successful:

Annotation 2019-07-23 144715.png

Please have a try, I hope it can help you.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Highlighted
Community Support
Community Support

Re: Filling out existing fillable pdf using flows

Hi @RyanMac45 ,

 

In flow's existing Connectors, only Plumsail Documents connector has Fill in PDF form action, and Fill in PDF form is still in the experimental stage.

You can consider filling this information into a Microsoft Word template, create a Document file and then convert it into PDF file.

First of all, you need to create a Microsoft Word template, please have a reference to this article: save-a-word-document-as-a-template

Annotation 2019-07-23 144333.png

After you create a template above, you can create a flow just like these screenshots:

Annotation 2019-07-23 144520.pngAnnotation 2019-07-23 143958.png

This is the result of successful:

Annotation 2019-07-23 144715.png

Please have a try, I hope it can help you.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
New Member

Re: Filling out existing fillable pdf using flows

Hi

 

I added fields in the 1st step "Manually trigger a flow" but I can't see or add them in the step "Populate a Microsoft Word template"

 

Thank you.

Damien

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