This article explores the different ways you can export form data using PDF Architect. There are a few ways to get your data.
- Extract data from a single form
- Create a data file from a group of forms
- Add new data to an existing data file
Extract data from a single form
You can export form data to CSV, FDF, or XML.
- Open the form in PDF Architect.
- Click on the Forms Tab.
- Choose Form Data.
- Select the Export option.
You'll be prompted to name your file and choose the file type for your export.
- Name your new file.
- Choose the file type from the dropdown below the naming field.
- Choose Save and your new file will be created.
Create a data file from a group of forms
You can group form data together and export it to CSV. This CSV will contain a list of all field names and any values that are filled in.
Step 1 - Choose the export tool in PDF Architect
You can combine the data results of multiple forms into a single CSV file.
- Open the Forms Tab.
- Choose the Form Data.
- Click on Combine Forms to Sheet.
Step 2 - Select the forms
The Documents to Combine Forms to a Sheet box will appear.
- Click on the Plus icon "+"
- Choose the forms that have the data you need.
- Then click EXPORT to create your data file.
Step 3 - Save your CSV data file
The last step is to save your CSV.
- Choose the save location.
- Name your file.
- Click Save.
Add new data to an existing data file
Append data from a single open PDF form
Step 1 - Choose the export tool in PDF Architect
You can add form data to any CSV file.
- Open the form in PDF Architect.
- Click on the Forms Tab.
- Choose the Form Data.
- Select the Append to Existing Sheet option.
Step 2 - Choose the CSV file
- Choose the CSV file.
- Click Open.
Appending data from multiple PDF forms
Step 1 - Choose the export tool in PDF Architect
You can combine the data results of multiple forms into a single CSV file.
- Open the Forms Tab.
- Choose the Form Data.
- Click on Combine Forms to Sheet.
Step 2 - Select the forms
The Documents to Combine Forms to a Sheet box will appear.
- Click on the Plus icon "+"
- Choose the forms that have the data you need.
- Check the box next to Append to existing file.
- Choose EXPORT.
Step 3 - Choose your CSV
- Choose the CSV file that will be appended.
We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real time. If those modules are not available for you, you can purchase them here.