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Quickstart

Use this page when you want the fastest path to a first successful Bulk Fill run. It is written for the web app and follows the current product contract exactly.

Before You Start

Prepare these files first:

  1. A source PDF with enough room for the text you want to place.
  2. A CSV file with one exportable row per output document.
  3. A short list of which CSV columns should fill which parts of the PDF.

Important: Bulk Fill does not detect headers automatically. Every row is treated as exportable data. If your CSV includes a header row for your own reference, plan to exclude row 1 when you run the batch export.

Fastest Successful Path

  1. Open Bulk Fill and upload your PDF.

    Wait until the PDF loads and the editor shows the canvas, toolbar, and right drawer.

  2. Open your CSV from the Data tab.

    Bulk Fill reads the file as rows of data and assigns columns by position, such as column_0, column_1, and column_2.

  3. Add field overlays to the PDF.

    Use Add a new Field in the Fields tab, or use the plus button next to a column in the Data tab to place a field that is already mapped.

  4. Check mappings in the Fields tab.

    Each field gets a short ID badge in the editor. Make sure every field points to the correct CSV column before you export.

  5. Preview a representative row.

    Use the row controls in the Data tab to move through a few rows. Confirm that each field shows the expected value in the right place.

  6. Export one preview PDF first.

    Use Export preview to verify the output before you run the full batch.

  7. Export the batch.

    Open Export batch, choose All rows, Range, or Pick rows, and exclude any header row by starting your range at row 2 or leaving row 1 out of your selection.

What Success Looks Like

You should see all mapped fields filled with row data in preview, and your export should download without blank mapped fields or obvious placement errors. For larger exports, delivery may switch from a direct download to a time-limited download link.

If Something Looks Wrong

Next Steps