Using Elephas Automation to fill PDF Forms from your documents
Elephas PDF form filling agent can fill PDF form fields. You can build a sequence of steps to achieve the task.
Step 1: Create a Workflow with the PDF Form Fill Tool
First, Create a New workflow for Pdf Form Filling.
Creating Agents
- Create an Agent to read files from the file system. Choose the "File System" tool from the Tools menu. Set it to the Read Action.
- Create another Agent to fill out PDF forms. Select the input source as previousAgent. Choose the “PDF Form Fill” tool from the options.
- Upload the PDF form template you wish to use to the input templates section, ensuring that it includes fillable fields for data entry. Then, specify the output folder path where the completed PDF will be saved on your local machine. Finally, save your workflow with an appropriate name.
Step 2: Prepare Content for Filling the PDF Form
Navigate to the chat interface. Here, upload the files containing the content you want to fill in your PDF form. Ensure that the content is organized to correspond with the fields in your PDF.
You can upload files directly from the default chat, or you can also use data files from the Brains to provide the necessary content for filling the form.
Step 3: Trigger the PDF Workflow
To trigger your workflow, enter the command @workflowName in the chat text area, replacing "workflowName" with the name of your saved workflow. For example, type @Fill PDF Form.
The Elephas agent will then process the input files and fill in the PDF form fields, saving the filled PDF in the specified output folder location. PDF Form filling can generate multiple files from the input with smart auto detection.
Make sure the content matches the fields in the PDF form to avoid errors. Verify the input template format if you encounter issues.
Some of the form fields may not get filled, so please verify it.
Need help?
We're here for you! Contact us at support@elephas.app. For advanced options and troubleshooting, reach out to Elephas Support. Enjoy automating your PDF form-filling tasks!