Can Smartsheet auto populate data from a pdf to one of the sheets?

Nikhil

I am working with a client and I actually build workflows in Smartsheet for different clients based on their requirement. This particular client has an editable pdf which they send out and get it filled. Now that they decided to use Smartsheet, I want to see if I can link this editable pdf to the sheet in Smartsheet and make their life easier. I know that the Document Builder does the exact opposite. It takes information from the sheet and auto populates that in the pdf.

Genevieve P.

Hi @Nikhil

There currently isn't a way for a Smartsheet sheet to identify filled in fields in an editable PDF and automatically import that data into the sheet - you're correct that Document Builder does the opposite of this. Data Shuttle is able to upload data based on an attachment added to a sheet, but this attachment would need to be either a CSV or XLSX file, or a Google Sheet.

Please let the Product team know about your client's use-case so they can consider this in future developments by filling in this form, here!

Thanks,

Genevieve

David Rühle

Hi @Nikhil , hi @Genevieve_B ,

if this is still a requirement from your customer, please check out our Intelligent Document Processing add-on for Smartsheet to extract content from files into Smartsheet.

Happy to support!

David

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

DPWhitlock

Hello David,

I am unable to get to your link that you provided. There is no marketplace on smartsheets.

if this is still a requirement from your customer, please check out our Intelligent Document Processing add-on for Smartsheet to extract content from files into Smartsheet.

Happy to support!

David

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

prime_nathaniel

Yes this is posssible but you will need to use external tools to be able to do it. Bridge or another middle ware would take the PDF, run OCR or AI on it via an external service. That service will return back JSON or XML which can then be processed back to a list of fields / columns. Then your integration would map the data to the fields in SMAR and update / add.

Generally, the biggest restriction here is how well your PDF is designed / standardized and then which external tool you choose to use.