PDF Form Filler

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CLAUDE OFFICE SKILL - Enhanced Metadata v2.0

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Basic Information

name: PDF Form Filler description: "Fill out PDF forms programmatically and extract form data" version: "1.0" author: claude-office-skills license: MIT

Categorization

category: pdf tags:

• pdf
• form
• fill
• data-entry department: All

AI Model Compatibility

models: recommended: - claude-sonnet-4 - claude-opus-4 compatible: - claude-3-5-sonnet - gpt-4 - gpt-4o

MCP Tools Integration

mcp: server: office-mcp tools: - fill_pdf_form - get_pdf_metadata

Skill Capabilities

capabilities:

• form_filling
• data_entry
• pdf_forms

Language Support

languages:

• en
• zh

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PDF Form Filler

Fill out PDF forms automatically and extract data from completed forms.

Overview

This skill helps you:

• Fill PDF forms with provided data
• Extract data from filled forms
• Batch fill multiple forms
• Validate form data
• Create form-filling templates

How to Use

Fill a Form

"Fill this PDF form with the following data:
- Name: John Smith
- Date: 2026-01-29
- Amount: $1,500"

Extract Form Data

"Extract all form field values from this PDF"
"What data is filled in this form?"

Batch Fill

"Fill 50 copies of this form using data from the spreadsheet"
"Generate forms for each row in this CSV"

Form Field Types

Supported Fields

Field Type	Description	Fill Method
Text Field	Single/multi-line text	Direct text entry
Checkbox	Yes/No selection	Check/uncheck
Radio Button	One of many options	Select option
Dropdown	List selection	Choose value
Date Field	Date picker	Date value
Signature	Digital signature	Signature image/certificate
Combo Box	Dropdown with text entry	Select or type

Field Identification

## Form Fields: [Form Name]

### Field Map
| Field Name | Type | Required | Page | Notes |
|------------|------|----------|------|-------|
| applicant_name | Text | Yes | 1 | Max 50 chars |
| birth_date | Date | Yes | 1 | MM/DD/YYYY |
| gender | Radio | Yes | 1 | M/F/Other |
| employed | Checkbox | No | 1 | Check if yes |
| state | Dropdown | Yes | 2 | US states |
| signature | Signature | Yes | 3 | Digital sig |

Fill Templates

Data Mapping Template

## Form Fill Template: [Form Name]

### Form Info
- **File**: application_form.pdf
- **Total Fields**: 25
- **Required Fields**: 15

### Field Mappings
```yaml
# Personal Information
applicant_name: "${firstName} ${lastName}"
date_of_birth: "${birthDate}"
ssn_last_four: "${ssnLast4}"
phone: "${phone}"
email: "${email}"

# Address
street_address: "${address.street}"
city: "${address.city}"
state: "${address.state}"
zip_code: "${address.zip}"

# Employment
currently_employed: ${isEmployed}  # checkbox
employer_name: "${employer.name}"
job_title: "${employer.title}"

# Selections
payment_method: "${paymentMethod}"  # dropdown
agree_terms: true  # checkbox

Sample Data

{
  "firstName": "John",
  "lastName": "Smith",
  "birthDate": "1990-05-15",
  "phone": "555-123-4567",
  "email": "john.smith@email.com",
  "address": {
    "street": "123 Main St",
    "city": "New York",
    "state": "NY",
    "zip": "10001"
  },
  "isEmployed": true,
  "employer": {
    "name": "Acme Corp",
    "title": "Manager"
  },
  "paymentMethod": "Direct Deposit"
}

## Output Formats

### Fill Result Report
```markdown
## Form Fill Result

### Summary
| Status | Value |
|--------|-------|
| **Form** | application_form.pdf |
| **Fields Filled** | 23/25 |
| **Errors** | 2 |
| **Output** | filled_application.pdf |

### Filled Fields
| Field | Value | Status |
|-------|-------|--------|
| applicant_name | John Smith | ✅ |
| date_of_birth | 05/15/1990 | ✅ |
| phone | 555-123-4567 | ✅ |
| state | NY | ✅ |
| payment_method | Direct Deposit | ✅ |

### Errors/Warnings
| Field | Issue | Suggestion |
|-------|-------|------------|
| ssn | Field not found | Check field name |
| signature | Requires certificate | Add signature manually |

### Validation
- ✅ All required fields filled
- ✅ Date formats correct
- ⚠️ Signature field needs manual completion

Extracted Data Report

## Form Data Extraction

### Source: completed_form.pdf

### Extracted Values
```json
{
  "form_title": "Employment Application",
  "submission_date": "2026-01-29",
  "fields": {
    "applicant_name": "Jane Doe",
    "date_of_birth": "1985-03-20",
    "email": "jane.doe@email.com",
    "phone": "555-987-6543",
    "address": "456 Oak Ave, Chicago, IL 60601",
    "position_applied": "Senior Developer",
    "salary_expectation": "$120,000",
    "available_start": "2026-03-01",
    "references_provided": true
  }
}

Field Statistics

Metric	Value
Total fields	30
Filled fields	28
Empty fields	2
Extraction confidence	98%

## Batch Processing

### Batch Fill Job
```markdown
## Batch Form Fill

### Configuration
- **Template Form**: w9_form.pdf
- **Data Source**: vendors.csv
- **Records**: 150
- **Output Folder**: /filled_w9s/

### Data Preview
| Row | Name | TIN | Address |
|-----|------|-----|---------|
| 1 | Acme Corp | XX-XXX1234 | 123 Main St |
| 2 | Beta LLC | XX-XXX5678 | 456 Oak Ave |
| ... | ... | ... | ... |

### Progress
| Status | Count | % |
|--------|-------|---|
| ✅ Completed | 145 | 97% |
| ⚠️ Warnings | 3 | 2% |
| ❌ Errors | 2 | 1% |

### Errors
| Row | Issue |
|-----|-------|
| 47 | Invalid TIN format |
| 89 | Missing required: Address |

### Output Files
- w9_acme_corp.pdf
- w9_beta_llc.pdf
- ...

Form Validation

Validation Rules

## Form Validation Rules

### Field Validations
| Field | Rule | Error Message |
|-------|------|---------------|
| email | Valid email format | "Invalid email address" |
| phone | 10 digits | "Phone must be 10 digits" |
| ssn | XXX-XX-XXXX format | "Invalid SSN format" |
| date | MM/DD/YYYY | "Use MM/DD/YYYY format" |
| zip | 5 or 9 digits | "Invalid ZIP code" |
| amount | Numeric, > 0 | "Enter positive number" |

### Cross-Field Validations
| Rule | Fields | Condition |
|------|--------|-----------|
| Conditional required | employer_name | Required if employed = true |
| Date range | end_date | Must be after start_date |
| Sum check | item_totals | Must equal grand_total |

Validation Report

## Pre-Fill Validation

### Data Validation Results
| Field | Value | Valid | Issue |
|-------|-------|-------|-------|
| email | john@email | ❌ | Missing domain |
| phone | 555-1234 | ❌ | Only 7 digits |
| date | 2026-01-29 | ✅ | - |
| zip | 10001 | ✅ | - |

### Summary
- ✅ Valid: 18 fields
- ❌ Invalid: 2 fields
- ⚠️ Warnings: 3 fields

### Recommendations
1. Fix email format: add domain (e.g., @company.com)
2. Complete phone number with area code

Common Form Types

Government Forms

Form	Purpose	Key Fields
W-9	Tax identification	TIN, name, address
I-9	Employment eligibility	ID info, citizenship
W-4	Withholding	Allowances, status
1099	Contractor income	Income, payer info

Business Forms

Form	Purpose	Key Fields
NDA	Confidentiality	Parties, terms, dates
Invoice	Billing	Items, amounts, terms
PO	Purchase order	Items, quantities, vendor
Application	Various	Personal info, history

Tool Recommendations

Desktop Software

• Adobe Acrobat Pro: Full form features
• Foxit PDF Editor: Good form support
• PDFescape: Free online option
• JotForm: Form creation and filling

Programming Libraries

• pdf-lib (JavaScript): Fill and create forms
• PyPDF2 (Python): Basic form filling
• iText (Java/.NET): Enterprise forms
• PDFBox (Java): Apache project

Automation Tools

• Adobe Acrobat Actions: Batch processing
• Power Automate: Microsoft integration
• Zapier + PDF.co: Cloud automation

Limitations

• Cannot execute actual form filling (provides guidance)
• Digital signatures require proper certificates
• Some secured PDFs prevent form filling
• Complex calculations may not auto-update
• Flattened forms cannot be edited
• Field names must match exactly