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