Step 1 of 4
PDF Template Prep
Verify Standard Fillable AcroForm Fields (Avoid XFA or Flat Scans)
FormBatch reads standard PDF AcroForm text, date, and checkbox fields directly in your browser. Before running a 250-row batch, confirm your template uses standard AcroForm fields.
- Open your PDF in Adobe Acrobat, LibreOffice Draw, or macOS Preview and verify you can click and type into each form box.
- Use lowercase snake_case field names (such as full_name, effective_date, amount_usd) so FormBatch can auto-map your CSV columns.
- If your PDF is a flat scan or legacy LiveCycle XFA document, export it as a standard fillable PDF AcroForm first.
Recommended AcroForm Field Names:
recipient_id | full_name | company_name | effective_date | document_ref | amount_usd
Step 2 of 4
Spreadsheet & UTF-8 CSV
Export Clean UTF-8 CSV Headers That Match Your PDF Fields
When your CSV header row matches your PDF field names, FormBatch maps every column automatically without manual drag-and-drop configuration.
- Export your sheet from Excel, Google Sheets, AppFolio, or HubSpot as 'CSV UTF-8 (Comma delimited)' so accented names render cleanly.
- Include a unique identifier column (like recipient_id, unit_number, or vendor_id) to guarantee unique output filenames in your ZIP archive.
- Pre-format dates (e.g. 2026-11-01) and currency strings (e.g. 4,800.00) in your spreadsheet exactly as they should appear on the page.
recipient_id,full_name,company_name,effective_date,document_ref,amount_usd
FB-1001,Jordan Vance,Apex Climate LLC,2026-11-01,MSA-2026-01,4800.00
Step 3 of 4
5-Row Local Preflight
Run a Free 5-Row Preview Batch to Verify Layout & Checkboxes
Test your longest company names, multi-line addresses, and checkbox values using a 5-row preview run before executing the full 250-row batch.
- Check the longest text row in your CSV to ensure text does not clip inside narrow PDF boxes (enable auto-size font in your PDF field properties if needed).
- For PDF checkboxes, use truthy CSV values ('true', 'yes', '1', or 'X') to check the box and empty or 'false' to leave it unchecked.
- Confirm that zero network requests upload your PDF or CSV—all field merging happens inside your local browser tab.
Checkbox CSV Values Supported:
Checked: true | yes | 1 | X | checked
Unchecked: false | no | 0 | (empty)
Step 4 of 4
250-Row Batch & ZIP Output
Unlock 250 Rows per Run & Download Deterministically Named PDFs
With an active 30-Day FormBatch Pass ($49 one-time), drop up to 250 CSV rows per batch run and download a single organized ZIP archive.
- Select your primary identifier column so each generated PDF is named predictably (e.g. FB-1001_Jordan_Vance.pdf).
- Keep your browser tab active for 3–8 seconds while FormBatch generates and packages all 250 PDFs into a single local ZIP download.
- Need to re-download your pass receipt or check your order status on another workstation? Use /orders/lookup anytime.
Output ZIP Structure:
formbatch-export-20261101.zip
├── FB-1001_Jordan_Vance.pdf
├── FB-1002_Elena_Rostova.pdf
└── FB-1003_Marcus_Chen.pdf