How to do it
Like a mail merge: give CrescentPDF a spreadsheet, and it makes one filled-in copy of the form for each row.
- Open the fillable form and choose Tools > Form Builder.
- Choose More > Fill many copies from a spreadsheet, and pick a .csv or .xlsx file. Its first row should name the columns.
- Under Match columns to fields, check each match. CrescentPDF guesses them from the names, and you can change any of them or choose Don't use.
- Choose where to save, and how to name each file, using column names in braces, like
{Name} - Intake Form. - Press the Make copies button. It shows how many it will make, one for each row.