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Data Extraction From Client App Used To Populate Other Forms

November 12th, 2011

Hello,

I am in the finance sector and want to save time with populating forms that contain the same fields (i.e. name, address, telephone number etc…).

Typically, I(or my referral sources) fill out a client application(which I created in Microsoft Excel and converted into PDF form) by hand and then use the information contained within this client application to populate other required forms. This is time consuming and what I would like is a piece of software that I (or my referral sources) can execute and type in the required information and then print all the required forms with the all the fields correctly populated.

All I have are the forms in PDF format. So, “I guess” they would have to be all scanned with OCR and then create the software so that the appropriate data fields can be populated in all the forms. There are some pages than do not need any populated data, however, I would like to have these pages in the software because it would be easier to just input the required information into the software and then press a key and all the pages would then be printed.

The whole goal is to print all the required pages in one shot with the appropriate data fields populated. There will be some data fields that will still need to be populated, however, that can be written in by hand by the individual.

I would also like to have all the code and a list of the software used to create this executable file, so that in the future I can call on you or if you are not available to give it to another coder to make modifications.

There are 17 pages in total, with 9 pages that require no population of data (they just get printed out with the modified forms)

Please let me know what you would charge to do create this and the estimated time frame to complete. If you have a better way to do this, let me know your thoughts or recommendations. PC based application is preferred or if not that difficult have it be able to run on an apple machine also.

Thanks,
Kirk


Data Extraction From Client App Used To Populate Other Forms

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