Getting the Most Out of Importing Form Data

Importing form data into PDFs is a powerful feature of pdfAssistant.ai, allowing you to save time and ensure accuracy. Here are some tips to maximize efficiency and accuracy when using this feature:

Start with Clean Data

Ensure your data file (e.g., CSV or XML) is organized and error-free. This means:

• Column headers clearly correspond to your PDF form fields.
• Data entries are complete and formatted correctly to avoid import errors.

Verify Field Compatibility

Before importing, double-check that your PDF contains interactive form fields..

Preview Your Data Placement

Use the preview function to see how data populates your form fields before finalizing.

• Check for alignment issues or fields left blank
• Make adjustments in your data file

Test with a Sample File

For large datasets, start with a small sample to confirm the import works as expected. This helps identify potential issues without risking large-scale errors.

Ensure Data Security

When dealing with sensitive form data, use pdfAssistant.ai's security features:

• Enable form flattening for your PDFs after data import
• Flattening the form after importing data will lock the data into the PDF turning the document into a standard PDF for maximum compatibility, and makes forms no longer editable so that the data cannot be modified.