Show Notes

OVERVIEW of Session:  QA/QC punchlists, city inspections, RFIs, submittals, safety reports, bid forms, time cards and on…and on. Is your firm really taking full advantage of what PDF forms have to offer? This session will provide tips and tricks on making the form creation and data extraction process easier. Features discussed will include how to automate form creation, conglomerate form data, and how to create efficient workflows. In addition, there will be a deep dive portion of the presentation that shows how to use JavaScript and Excel® VBA to tie Excel spreadsheets to PDF forms for auto-generation and maintenance of dropdown lists.


In this session, you will learn:

  • The basic elements of PDF forms.
  • How to create PDF forms, using Excel.
  • How to auto-name form fields using JavaScript.
  • How to link a spreadsheet to a PDF form for populating and maintaining dropdowns and list boxes.

***Approved for one AIA CES Learning Unit***

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