Skip to main content

Preview, Validation, and Export

Use this page after your PDF and CSV are loaded and your overlays are mapped. Preview is the fastest way to catch placement problems, blank data, header-row mistakes, and overflow before a larger export run.

Why Preview Matters​

One correct row is not enough. Bulk Fill can only show you the real output for the row you are inspecting, so preview is where you confirm the configured layout still holds up across short values, long values, blanks, and edge cases.

What To Check In Preview​

When you move through rows in the Data tab, confirm all of these:

  • the value appears in the correct location
  • the text field is not blank unless the source cell is blank on purpose
  • long text still fits the available space
  • dates, amounts, and labels look readable
  • mapped QR and barcode overlays render for the rows that should contain them
  • any header row is handled the way you expect

If row 1 contains headers for your own reference, preview will show those headers as data. That is expected under the current contract.

Mapped QR and barcode overlays are resolved from the current row only. If the row has a blank or invalid value for that code format, Bulk Fill skips that overlay for that row instead of failing the whole row preview or export.

  1. Preview one normal sample row.
  2. Preview one row with longer or less predictable values.
  3. Preview any row that contains blanks or unusual formatting.
  4. Confirm whether row 1 is real data or a header row you plan to exclude.
  5. Export one preview PDF before the full batch.

If you use mapped QR or barcode overlays, include at least one row where the code should render and one row where the input is blank or malformed so you can confirm the skip behavior is acceptable.

Export Options To Review​

Before you export, review the options that affect output:

  • In the Export tab:
    • Flatten form fields: turns editable PDF form fields into static content
  • In the More menu:
    • Include stickers: keeps sticker overlays in the output
    • Include signer details: adds signer details when available

Validate these settings before you trust the batch.

Export Preview Vs Export Batch​

Export preview​

Use Export preview when you want one output PDF for the current row. This is the safest first check before a large run.

Mapped QR and barcode overlays only export in preview when a current row is selected and that row resolves to a valid value.

Export batch​

Use Export batch when the preview looks correct and you are ready to process multiple rows. You can export:

  • all rows
  • a range of rows
  • specific picked rows

If your CSV includes a header row, use a range that starts at row 2 or leave row 1 out of the selected rows.

Rows with blank or invalid mapped QR/barcode values can still export as partial results when the rest of the row is valid.

What Happens After Export​

Smaller exports usually start downloading right away. Larger exports may switch to a time-limited download link. Either way, you should still validate a few outputs after the export starts.

If Exported Results Do Not Match Preview​

Go back in this order:

  1. Field Mapping Guide
  2. Prepare your CSV
  3. Troubleshooting