Excel VBA to PDF Forms Mastery Course

Name: Excel VBA to PDF Forms Mastery Course
Rating: 4.0 (132 reviews)

Stop Filling Forms the Hard Way, Use Excel To Automate Your Workflow!

Created byDaniel Strong

Last updated 4/2021

English

What you'll learn

Instantly Fill PDF Forms with Excel Data - Small or Huge Forms!
Dynamically Manipulate PDF Buttons, Drop-downs, Checkboxes, Option buttons AND so much more. . .
Learn the Top 2 Methods of Manipulating PDFs
Save Up To $439.99 by Using FREE Pdf Editor or Recommended Bargain Tool (Just $19.99)
Auto-Magically Add Form Fields to a Scanned Pdf Using Special "Recognition Mode" - Save Hours!

Course content

4 sections • 30 lectures • 2h 27m total length

Intro and Download Files0:06
Here's a helpful link for historical info http://www.excelhero.com/blog/2010/04/excel-acrobat-pdf-form-filler.html
Back to the Basics and Demonstration4:06
View a Demo of Pdf form filling and how it works
Save Basic Form as PDF from Word file1:02
In this video, we save a basic word document that we have created and learn how to convert it into a PDF document. It's really easy! Check it out.
Using FREE Editor Tool to Edit form fields5:12
In this video, we learn about a new tool that makes it really easy to manipulate and edit PDF form fields online. This is a free program that anyone can use! Check it out.
Export Finished file to Computer1:24
Learn to export files from PDFescape.com onto your computer.
A Brief Walkthrough of the Basic Excel File10:12
In this video, we will take you through a brief walk-through of the basic Excel file template that we are going to be using, showing you the intricacies of the Visual Basic code. It's really easy once you understand what's going on, so let's dive in!
Learn the VBA and Auto-Filling the PDF File (Text Fields)13:47
In this video we dive in even deeper into the VBA, this is going to be fun!

Re-Uploading a Form and PDFescape Subtleties2:13
Diving deeper into PDFescape.com features, this video shows you how to re-upload a form and shows you some subtleties that you may not know intuitively on PDFescape.
Using Checkboxes in PDFescape9:11
The first form field were going to go over is the checkbox, which is very common on forms. Checkboxes can be either true or false aka checked or unchecked. They are typically square and multiple checkboxes can be selected or deselected freely, independent of one another.
Option Buttons aka Radio Buttons in PDFescape7:45
This video reviews option buttons, where only one option in the group can be selected at a time. These are also referred to as radio buttons. They are typically circular and not square like checkboxes.
Dropdowns in PDFescape4:30
In this video we review drop-down buttons also known as combo boxes. These contain values that are typically hidden until you select the drop down feature and it drops down.
Listboxes in PDFescape3:30
In this video we reviewed the list boxes form field on a PDF form. This is just like a combo box or drop-down except a listbox usually reveals several options at once and has a scrollbar if the list overflows.

How to Edit Pre-Existing Form Fields with PDFill2:50
In this video we review a new amazing software called PDFill, an alternative to the very expensive Adobe Acrobat Pro which allows manipulation of PDF form fields and many other facets and a very inexpensive price. This is a desktop software rather than depending on the free version of PDF escape.com (which is limited).
Specifically, in this video we learn how to edit a pre-existing form field using the PDFill software.
Distinctions from PDFescape When Using PDFill2:11
In this video we learned some distinctions between PDF escape and PDFill.
Adding Fields Quickly Using PDFill Recognition Mode3:36
PDFill has many features, one of which is the PDFill Recognition Mode. Recognition mode allows you to automatically detect form fields by simply clicking over them. The spacing and the size of the form field typically is in perfect alignment with where you want the form field to actually appear. This is very intuitive, check it out!
Proper Naming Conventions - Using Pdf Fields Multiple Times3:06
In this video we learn a technique for proper naming conventions. It's very important to name your fields carefully so that they are unique and distinct, and yet easily remembered and recognized. There's also an additional benefit to naming certain fields identically that we'll see in the video.
Merging Pdf Pages Pt 1 - Creating a PDF from Word Document0:39
Part one of the merging PDF pages series, we review creating a PDF from a Word document briefly.
Merging Pdf Pages Pt 2 - Merging & Manipulating Page Order1:18
Part two of the merging PDF pages series, we learn how to merge and manipulate pages using PDFill software. This is very important if you are creating or compiling a large document using multiple items such as W-2s, custom employee fields or several lease or housing contract documents in one giant PDF.
Editing & Tips For Troubleshooting Field Name Duplication2:22
In this video we review some editing tips using PDFill software, including some "gotchas" when trying to duplicate field names.
Adding Todays Date Dynamically to a PDF Field2:25
In this video, we learn how to add today's date dynamically to a PDF field.
BONUS Lecture - Import FDF Fields Back Into Excel + Template File14:27
In this video and FREE downloadable Template file, you can now Import one or multiple FDF files into excel, gleaning all the field info you need!
BONUS - Create A PDF File That Is Independent of the FDF File11:48
BONUS - Save Result as PDF Using Custom Function11:51
Looping Through Multiple Records To Fill Several Forms Instantly8:35
Save Result as PDF Using FREE Took PDFtk!0:43

Final Assignment2:13
In this video, we review the final assignment - involving adding a brand-new field to our template in Excel, manipulating Social Security number field into three chunks, populating a new PDF form another fun adventures! If you run into trouble, the next three videos will show you exactly how we did this. We are also here for you on the four. Good luck!
Final Assignment - Walkthrough Part 15:20
Final assignment walk-through part one.
Final Assignment - Walkthrough Part 23:12
Final assignment walk-through part two.
Final Assignment - Walkthrough Part 37:56
Final assignment walk-through part three.
BONUS LECTURE0:03

Requirements

You should already have Microsoft Excel (version 2003, 2007, 2010, 2013 or 2016). Obviously the newer the better, but VBA works the same in all versions. It's just that newer versions have more options, thus more VBA Commands to control those options.
Very very basic Excel skills needed for this course (like opening the program, how to click on cells and type things.) You really don't need any Excel experience, because I'll take you from Start to Finish in this course. I was just trying to be funny.

Description

PDFs are everywhere! They are the most common document format and chances are your company is using them.

Most companies spend hours filling out the same forms day in and day out, such as leases, invoices, contracts, new employee packets, Tax Forms, Loan documents and the list goes on!

In this course, we explore a new method to automate your workflow - utilizing the power of Microsoft Excel and Visual Basic to dynamically populate your PDF forms. I’ll teach you step-by-step how to create a little-known filetype called an FDF file which stores PDF form data!

You’ll learn how to add and populate PDF checkboxes, option buttons, drop-downs, text boxes, and list boxes. I’ll also teach you how to merge pdfs, manipulate page order, and even Auto-Magically add fields to scanned documents using a special “Recognition Mode”. I’ll even reveal the best programs to edit pdfs (without paying 400-500 dollars on expensive programs like Adobe Acrobat Pro)!

You’ll get several template files with full source code so you can get started right away, and I also include several exercises to keep you on track. In each of my short progressive videos, you’ll learn another technique to help you accomplish your goals. With lifetime access, you can return to review the lessons at any time, and the forum is always here to help. We also include a Full 30 day money back guarantee!

Join today and start taking control of your workflow. I’ll see you in the forums!

Who this course is for:

This Excel course is for anyone who wants to learn Automation secrets in Excel VBA. It’s for complete newbies and/or students looking for a refresher or Reference tool, to pick and choose relevant lessons for their projects. No prior programming knowledge is needed.
This course is probably not for you if you’re looking to learn super advanced report authoring, which will be covered in a future course specifically on this topic. We will, however, make sure you know how to make good solid reports from your data and many tricks to make them look good.
I don't think Office 365 has programming abilities with VBA as of yet, so be wary of this if you only use Office 365. They may release that as a feature in the future, but we're not there yet.
If you're using Excel for Mac, you will find that this course won't cover all the various differences in Excel Mac, as this course was filmed using Excel for PC. Some Mac users have taken this course, but it's best with Excel for PC.

Excel VBA to PDF Forms Mastery Course

What you'll learn

Explore related topics

Course content

Introduction To Form Fillers7 lectures • 36min

Beyond Text Fields: PDFescape5 lectures • 27min

PDFill - My Secret Weapon13 lectures • 1hr 6min

Final Assignment5 lectures • 19min

Requirements

Description

Who this course is for: