Fill in PDF documents from data in Google Sheets using GAS.
Budget: $30 – $250 USD
I have attached a zip file containing 5 PDF forms.
I need to be able to programmatically fill them in using data held in a Google Sheet.
I have two google sheets. One is called 'verkflo' (meaning workflow) and the other is called 'X'
When a new client comes onboard, the verkflo is copied to the new client's folder on Google drive. This means it will always be a fresh copy when it is filled in (the client data is entered)
I have created public copies of these two files. They are identical to the working versions.
https://drive.google.com/drive/folders/10GMFER-c_qv2nfBxx00BhKlbNzwXVFWd?usp=sharing
What do they do?
The 'X' Spreadsheet takes a document ID in cell C1. This is the ID of a particular client verkflo document. The user selects using the checkboxes which of the list of documents they want to create. Then selects "Build Document(s) in Cell F1.
The document ID is part of the document URL when it is viewed in a browser. Here, the document ID of the example verkflo sheet is:
1OmDHyTnz0QNtEsKgctaVvbBMy7xCNCYL5QjTQy4qC64
That is the Document ID.
Cell C1 of 'X' is where the user copies the document ID to. The user then Selects which documents to create using the tick boxes in Column A. Then selects 'Create Document(s)' In Cell F1. The script will create the documents, and place them in the same folder that the verkflo file is on Google drive then resets all the tick boxes to empty in readiness for the next user.
All the documents are created in Google docs
We need to do the same. But this time, copy a PDF from a folder in Google Drive, programmatically fill it in, and save the filled-in PDF into the local folder wherever the verkflo document is in Google Drive, then reset all the tick boxes to empty in readiness for the next user.
The assignment
To create the code in the 'X' spreadsheet to draw the data from specified calls in the 'verkflo' spreadsheet and fill it into specified fields in the PDF. Save the PDF into the folder the 'verkflo' spreadsheet is on Google drive. Reset all the tick boxes in the 'X' spreadsheet to empty in readiness for the next user.
You will build it to a temporary copy of 'X' and 'verkflo' then when you are happy that the code is working, deploy the code into the live version of 'X'.
I will provide the coder with the Cell references to read from in the verkflo document and show which field in the PDF document the data must be entered to. There are 5 PDF's to be programmed and you can see them here. (they are not live copies, but identical).
The 'verkflo' spreadsheet can be modified, but only as a last resort.
Contact me if the verkflo layout needs to be changed on the live version of the verkflo to make this assignment work.
I need to be able to programmatically fill them in using data held in a Google Sheet.
I have two google sheets. One is called 'verkflo' (meaning workflow) and the other is called 'X'
When a new client comes onboard, the verkflo is copied to the new client's folder on Google drive. This means it will always be a fresh copy when it is filled in (the client data is entered)
I have created public copies of these two files. They are identical to the working versions.
https://drive.google.com/drive/folders/10GMFER-c_qv2nfBxx00BhKlbNzwXVFWd?usp=sharing
What do they do?
The 'X' Spreadsheet takes a document ID in cell C1. This is the ID of a particular client verkflo document. The user selects using the checkboxes which of the list of documents they want to create. Then selects "Build Document(s) in Cell F1.
The document ID is part of the document URL when it is viewed in a browser. Here, the document ID of the example verkflo sheet is:
1OmDHyTnz0QNtEsKgctaVvbBMy7xCNCYL5QjTQy4qC64
That is the Document ID.
Cell C1 of 'X' is where the user copies the document ID to. The user then Selects which documents to create using the tick boxes in Column A. Then selects 'Create Document(s)' In Cell F1. The script will create the documents, and place them in the same folder that the verkflo file is on Google drive then resets all the tick boxes to empty in readiness for the next user.
All the documents are created in Google docs
We need to do the same. But this time, copy a PDF from a folder in Google Drive, programmatically fill it in, and save the filled-in PDF into the local folder wherever the verkflo document is in Google Drive, then reset all the tick boxes to empty in readiness for the next user.
The assignment
To create the code in the 'X' spreadsheet to draw the data from specified calls in the 'verkflo' spreadsheet and fill it into specified fields in the PDF. Save the PDF into the folder the 'verkflo' spreadsheet is on Google drive. Reset all the tick boxes in the 'X' spreadsheet to empty in readiness for the next user.
You will build it to a temporary copy of 'X' and 'verkflo' then when you are happy that the code is working, deploy the code into the live version of 'X'.
I will provide the coder with the Cell references to read from in the verkflo document and show which field in the PDF document the data must be entered to. There are 5 PDF's to be programmed and you can see them here. (they are not live copies, but identical).
The 'verkflo' spreadsheet can be modified, but only as a last resort.
Contact me if the verkflo layout needs to be changed on the live version of the verkflo to make this assignment work.