PDF Form Filler

SKILL.md

PDF Form Filler

Fill out PDF forms automatically and extract data from completed forms.

Overview

This skill helps you:

Fill PDF forms with provided data

Extract data from filled forms

Batch fill multiple forms

Validate form data

Create form-filling templates

How to Use
Fill a Form

"Fill this PDF form with the following data:
- Name: John Smith
- Date: 2026-01-29
- Amount: $1,500"

Extract Form Data

"Extract all form field values from this PDF"
"What data is filled in this form?"

Batch Fill

"Fill 50 copies of this form using data from the spreadsheet"
"Generate forms for each row in this CSV"

Form Field Types

Supported Fields

Field Type
Description
Fill Method

Text Field
Single/multi-line text
Direct text entry

Checkbox
Yes/No selection
Check/uncheck

Radio Button
One of many options
Select option

Dropdown
List selection
Choose value

Date Field
Date picker
Date value

Signature
Digital signature
Signature image/certificate

Combo Box
Dropdown with text entry
Select or type

Field Identification

## Form Fields: [Form Name]

### Field Map
| Field Name | Type | Required | Page | Notes |
|------------|------|----------|------|-------|
| applicant_name | Text | Yes | 1 | Max 50 chars |
| birth_date | Date | Yes | 1 | MM/DD/YYYY |
| gender | Radio | Yes | 1 | M/F/Other |
| employed | Checkbox | No | 1 | Check if yes |
| state | Dropdown | Yes | 2 | US states |
| signature | Signature | Yes | 3 | Digital sig |

Fill Templates

Data Mapping Template

## Form Fill Template: [Form Name]

### Form Info
- **File**: application_form.pdf
- **Total Fields**: 25
- **Required Fields**: 15

### Field Mappings
```yaml
# Personal Information
applicant_name: "${firstName} ${lastName}"
date_of_birth: "${birthDate}"
ssn_last_four: "${ssnLast4}"
phone: "${phone}"
email: "${email}"

# Address
street_address: "${address.street}"
city: "${address.city}"
state: "${address.state}"
zip_code: "${address.zip}"

# Employment
currently_employed: ${isEmployed}  # checkbox
employer_name: "${employer.name}"
job_title: "${employer.title}"

# Selections
payment_method: "${paymentMethod}"  # dropdown
agree_terms: true  # checkbox

Sample Data

{
  "firstName": "John",
  "lastName": "Smith",
  "birthDate": "1990-05-15",
  "phone": "555-123-4567",
  "email": "john.smith@email.com",
  "address": {
    "street": "123 Main St",
    "city": "New York",
    "state": "NY",
    "zip": "10001"
  },
  "isEmployed": true,
  "employer": {
    "name": "Acme Corp",
    "title": "Manager"
  },
  "paymentMethod": "Direct Deposit"
}

## Output Formats

### Fill Result Report
```markdown
## Form Fill Result

### Summary
| Status | Value |
|--------|-------|
| **Form** | application_form.pdf |
| **Fields Filled** | 23/25 |
| **Errors** | 2 |
| **Output** | filled_application.pdf |

### Filled Fields
| Field | Value | Status |
|-------|-------|--------|
| applicant_name | John Smith | ✅ |
| date_of_birth | 05/15/1990 | ✅ |
| phone | 555-123-4567 | ✅ |
| state | NY | ✅ |
| payment_method | Direct Deposit | ✅ |

### Errors/Warnings
| Field | Issue | Suggestion |
|-------|-------|------------|
| ssn | Field not found | Check field name |
| signature | Requires certificate | Add signature manually |

### Validation
- ✅ All required fields filled
- ✅ Date formats correct
- ⚠️ Signature field needs manual completion

Extracted Data Report

## Form Data Extraction

### Source: completed_form.pdf

### Extracted Values
```json
{
  "form_title": "Employment Application",
  "submission_date": "2026-01-29",
  "fields": {
    "applicant_name": "Jane Doe",
    "date_of_birth": "1985-03-20",
    "email": "jane.doe@email.com",
    "phone": "555-987-6543",
    "address": "456 Oak Ave, Chicago, IL 60601",
    "position_applied": "Senior Developer",
    "salary_expectation": "$120,000",
    "available_start": "2026-03-01",
    "references_provided": true
  }
}

Field Statistics

Metric
Value

Total fields
30

Filled fields
28

Empty fields
2

Extraction confidence
98%

## Batch Processing

### Batch Fill Job
```markdown
## Batch Form Fill

### Configuration
- **Template Form**: w9_form.pdf
- **Data Source**: vendors.csv
- **Records**: 150
- **Output Folder**: /filled_w9s/

### Data Preview
| Row | Name | TIN | Address |
|-----|------|-----|---------|
| 1 | Acme Corp | XX-XXX1234 | 123 Main St |
| 2 | Beta LLC | XX-XXX5678 | 456 Oak Ave |
| ... | ... | ... | ... |

### Progress
| Status | Count | % |
|--------|-------|---|
| ✅ Completed | 145 | 97% |
| ⚠️ Warnings | 3 | 2% |
| ❌ Errors | 2 | 1% |

### Errors
| Row | Issue |
|-----|-------|
| 47 | Invalid TIN format |
| 89 | Missing required: Address |

### Output Files
- w9_acme_corp.pdf
- w9_beta_llc.pdf
- ...

Form Validation

Validation Rules

## Form Validation Rules

### Field Validations
| Field | Rule | Error Message |
|-------|------|---------------|
| email | Valid email format | "Invalid email address" |
| phone | 10 digits | "Phone must be 10 digits" |
| ssn | XXX-XX-XXXX format | "Invalid SSN format" |
| date | MM/DD/YYYY | "Use MM/DD/YYYY format" |
| zip | 5 or 9 digits | "Invalid ZIP code" |
| amount | Numeric, > 0 | "Enter positive number" |

### Cross-Field Validations
| Rule | Fields | Condition |
|------|--------|-----------|
| Conditional required | employer_name | Required if employed = true |
| Date range | end_date | Must be after start_date |
| Sum check | item_totals | Must equal grand_total |

Validation Report

## Pre-Fill Validation

### Data Validation Results
| Field | Value | Valid | Issue |
|-------|-------|-------|-------|
| email | john@email | ❌ | Missing domain |
| phone | 555-1234 | ❌ | Only 7 digits |
| date | 2026-01-29 | ✅ | - |
| zip | 10001 | ✅ | - |

### Summary
- ✅ Valid: 18 fields
- ❌ Invalid: 2 fields
- ⚠️ Warnings: 3 fields

### Recommendations
1. Fix email format: add domain (e.g., @company.com)
2. Complete phone number with area code

Common Form Types

Government Forms

Form
Purpose
Key Fields

W-9
Tax identification
TIN, name, address

I-9
Employment eligibility
ID info, citizenship

W-4
Withholding
Allowances, status

1099
Contractor income
Income, payer info

Business Forms

Form
Purpose
Key Fields

NDA
Confidentiality
Parties, terms, dates

Invoice
Billing
Items, amounts, terms

PO
Purchase order
Items, quantities, vendor

Application
Various
Personal info, history

Tool Recommendations

Desktop Software

Adobe Acrobat Pro: Full form features

Foxit PDF Editor: Good form support

PDFescape: Free online option

JotForm: Form creation and filling

Programming Libraries

pdf-lib (JavaScript): Fill and create forms

PyPDF2 (Python): Basic form filling

iText (Java/.NET): Enterprise forms

PDFBox (Java): Apache project

Automation Tools

Adobe Acrobat Actions: Batch processing

Power Automate: Microsoft integration

Zapier + PDF.co: Cloud automation

Limitations

Cannot execute actual form filling (provides guidance)

Digital signatures require proper certificates

Some secured PDFs prevent form filling

Complex calculations may not auto-update

Flattened forms cannot be edited

Field names must match exactly