Why this request keeps appearing
Intake coordinators search “fill PDF from Excel” when marketing sends a list of ten new consults after a webinar. The PDF is fixed; only names, emails, and matter codes change.
Using Batch-fill PDF from CSV
Align column headers with the fields in your intake PDF. Map once, generate the ZIP, and attach each PDF to the matter or send for e-sign. Keep PII on encrypted machines—processing stays in the browser session.
Privacy note
Do not upload sensitive exports to random cloud PDF sites. A local-first tool reduces data leaving your device, but your firm’s policies on browser use still apply.