Automatically fill a sheet from a pdf or word doc

JamieRH

I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed.

Creating the form in Smartsheet directly is not an option at this time.

I do have access to Office 365 if there is something there to help? 

Andrée Starå

Hi Jamie,

It might be possible with a third-party tool like Microsoft Flow or similar.

It's also probably possible to set up a Workflow to scan the document and extract the information needed.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

JamieRH

I have uploaded an example of the word report and my Smartsheet log for reference

Andrée Starå

I think it will be easier to use the text import function in Excel and then copy the information to Smartsheet.

Would that work?

How many times and how often do you need to add the information to Smartsheet?

Best,

Andrée

David Rühle

https://community.smartsheet.com/discussion/47411/automatically-fill-a-sheet-from-a-pdf-or-word-doc

Hi Jamie,

maybe this is still relevant for you. There is a way to extract content from files (pdf) to Smartsheet. We built an add-on for Smartsheet. See attached link how it works. Happy to support!

https://www.smartsheet.com/marketplace/apps/document-text-converter