Generate Fillable PDFs Outputs based on Template and XLSX Input Data
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•7 hours ago
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Greetings, I require an automation that generates/saves multiple PDF outputs based on; a) The data that is pre-populated on a fillable PDF template (Attestation Form.pdf) b) Variables derived from an input spreadsheet (input.xlsx) that are indicated in [square brackets] on the template The automation will populate fields of “Attestation Form.pdf”, and save them to a folder called Attestations_MMDDYYYY. Each output file generated should be named in the following format; EAP#_CLIENT’S INITIALS_MILESTONE_DATE (e.g. 1234567_AB_3M_Oct5.pdf) A separate PDF output should be generated for each date in the input data that occurs from columns J:M for each row. For example if row X on input.xlsx has 2 dates; (in columns J and K), then 2 separate PDFs should be generated for row X. All of the information would be the same on both of these outputs, except for fields on the output that are based on columns J:M such as; 1. Which checkpoint is it for? Values for this variable depend on which columns from J:M that the output is being generated for. The option selected from the dropdown on the output should correspond to the column title that the output is being generated for e.g., Outcome at 1 month (1M), Outcome at 3 months (3M), Outcome at 6 months (6M), Outcome at 12 months (12M) 2. What is the due date for this checkpoint (Please Select)? In this section the actual date value from column from J:M that the output is being generated for, should be selected from a dropdown calendar The output file names should be different based on each milestone date that they are generated for; e.g. 1234567_AB_1M_Aug5.pdf 1234567_AB_3M_Oct5.pdf The user needs to be able to adjust where variables from input.xlsx need to be inserted into outputs by indicating them in square bracket on the templates. For example, if the “EAP#” section on the template (Attestation Form.pdf) has [EAP] indicated (name of column B on input.xlsx) then the value in the EAP column for the row is used on the EAP# field of any outputs generated for that row. However, values in square brackets to be inserted may refer to variables from the PDF template rather than the input data (e.g., [What is the due date for the checkpoint], as shown in the "rationale" section of Attestation Form.pdf) Please refer to the attachments which include samples of; Input.xlsx Attestation Form.pdf IMPORTANT NOTE: on the attached example of the pdf template, I could not write custom values in on sections of the form that require dates selected from dropdowns. These sections must use the corresponding date values from the input data as follows; "What is the due date for the checkpoint" is always the date value from J:M, for which the output is being generated “This Employment Start Date (Please Select):” is always the value from the "initial job start date" column Please include your expected delivery timeline in your response. Thank you for your consideration of this project and I look forward to working with you.



