Can I create a fillable form from an existing document and then export the data that gets in

  • Profile Image
    Ted Mirczak 
    Asked on January 10, 2016 at 01:42 PM

     

     

    I have an application where I want to create a PDF form with fillable text boxes.  Users will pull up the form and fill the boxes with text, save the form and email it to me.  Then I want to extract the data from the filled-in boxes and populate either an Excel spreadsheet or a Word document..  Can your product accomplish this task ?

     

    Thank you,

     

    Ted Mirczak

  • Profile Image
    Mike_G
    Answered on January 10, 2016 at 06:41 PM

    The form on the image you included on your post can possibly be done here in Jotform. 

    Here's a guide on how-to-Create-Your-First-Web-Form

    Once you have created the form, you can convert it to a PDF File and have a fillable PDF copy of your form that you can email to your clients.

    How-to-Create-a-PDF-Form

    Once the form reached your clients, they can fill it up, save it and email it back to you. Or they can also submit the fillable PDF since it can have a submit button. Once the form is submitted, you will be able to view the submission data from your Jotform account. 

    How-to-view-Submissions

    On the submission page, there is an option for you to download your submission data as PDF, Excel file or CSV file.

    How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF

    You can also create reports here in Jotform. 

    How-To-Create-Form-Reports-in-JotForm

    How-to-create-an-Excel-Report

    I hope this helps. Let us know if you need any further assistance. Thank you.

  • Profile Image
    Ted Mirczak 
    Answered on January 10, 2016 at 08:46 PM
    New response receivedThank you for your prompt response.
    If I buy the program, can I create the fillable PDF's and email them directly to my clients, and then receive the filled in forms myself and create my own reports from them without having a Jotform account ? I would prefer to maintain the filled in PDF documents on my computer, and manipulate the data from there.
    ...
  • Profile Image
    Chriistian
    Answered on January 11, 2016 at 04:57 AM

    Hi,

     

    Yes, you can create the fillable PDFs and email them to your clients directly but only if you have a Jotform account. You can either use the Free account or subscribe to our Bronze, Silver or Gold plans. You can also download the submissions to your computer, however you will need to be online to manipulate the pdf form.

    For more information regarding Fillable pdfs, you can check out this article:

    Fillable PDF Everything you need to know about JotForm Fillable PDF Creator

     

    Do inform us if you need further assistance,
    Regards.