PDF Form Filling

Automatically fill existing PDF forms with your Airtable data. Upload your PDF, map the fields, and generate filled documents in seconds.


Overview

PDF Form Filling lets you take any existing PDF form and populate it with data from your Airtable records. This is ideal for:

Use CaseExample
Tax formsW-9, W-4, 1099
Credit applicationsBank or institution forms
Lease agreementsRental and real estate forms
Compliance formsISO, quality management
HR documentsOnboarding, employee forms
Insurance formsClaims, policy applications

Two ways to map fields

  • Automatic detection - if your PDF has native form fields (created in Adobe Acrobat or similar), TypeFlow detects them and displays them on the PDF. You just select which Airtable field goes where.
  • Manual placement - for flat PDFs or scanned documents, drag and drop your Airtable fields onto the PDF at the exact position you want.
PDF Form Filling editor with a W-9 form and mapped fields

Getting Started

Step 1: Create a New Flow

  1. Click New Flow in your dashboard
  2. Connect your Airtable base and select the table containing your data
  3. Choose your attachment field (where the filled PDF will be saved)

Step 2: Choose "Fill a PDF Form"

After selecting your document type, you will see two options:

  • Pick a template - use a pre-built template or your own Google Doc
  • Fill a PDF form - upload an existing PDF form

Select Fill a PDF form.

Choose between Pick a template or Fill a PDF form

Step 3: Upload Your PDF

Drag and drop your PDF file or click to browse. Maximum file size is 20MB.

TypeFlow will:

  • Convert each page to a visual preview
  • Detect any native form fields (AcroForm)
  • Redirect you to the PDF Editor

Mapping Fields

Auto-detected fields

If your PDF has native form fields, they appear as amber-colored placeholders showing "Map field".

To map a field:

  1. Click on the placeholder
  2. A dropdown with search appears
  3. Type or scroll to find your Airtable field
  4. Select it

The placeholder turns green and shows the Airtable field name. To unmap, click again and select "Remove mapping".

AcroForm field mapping - click to select an Airtable field

Manual placement (drag and drop)

For PDFs without native form fields:

  1. Find the Airtable field in the left sidebar
  2. Drag it onto the PDF at the position you want
  3. Resize by dragging the corner handle
  4. Reposition by dragging the placeholder

Click a manually placed field to configure:

SettingDescription
Font sizeAdjust text size (6-72px)
AlignmentLeft, center, or right

To delete a field, select it and click the red delete button.

Drag and drop an Airtable field onto the PDF

Supported field types

Airtable FieldHow it renders
Text fields (single line, long text, email, phone, URL)Text
Number, currency, percentFormatted number
Date, datetimeFormatted date
CheckboxCheckmark or empty
Single select, multiple selectText
Linked recordsDisplay names (resolved automatically)
Lookups, rollups, formulasFormatted based on result type
Attachment (image)Image, scaled to fit

All formatting (number precision, date format, currency symbol) uses your Airtable field settings automatically.


Checkbox Groups

Some PDF forms have groups of checkboxes that represent a single choice (e.g. tax classification: Individual, C corporation, S corporation).

TypeFlow automatically groups checkboxes that share the same field name.

To configure:

  1. Click the checkbox group placeholder
  2. Select an Airtable Single Select or Multi Select field
  3. Click the settings icon to open the value remapping panel
  4. For each checkbox, select which option it corresponds to

At generation, TypeFlow reads the select value and checks the correct checkbox.

Mapping a checkbox group to a single select field

Split Fields

Some forms split a single value across multiple fields (e.g. Social Security Number as XXX-XX-XXXX in three separate boxes).

To group split fields:

  1. Shift+click on each field you want to group (they highlight in cyan)
  2. Click the "Group fields" button in the header
  3. The individual fields are replaced by a single group placeholder

To configure:

  1. Click the group placeholder
  2. Select the Airtable field containing the full value
  3. Enter the split pattern (e.g. XXX-XX-XXXX)

X represents one character slot. Dashes and other characters are separators.

Example: Value 132-24-3459 with pattern XXX-XX-XXXX:

  • Field 1: 132
  • Field 2: 24
  • Field 3: 3459
Group split fields like SSN and define a split pattern

E-Signature

You can add e-signature fields to your PDF form so signers can sign the filled document. This works with TypeFlow's built-in e-signature feature.

Adding signature fields

In the left sidebar under E-Signature, drag any of these onto the PDF:

VariablePurpose
SignatureA signature field (drawn or typed)
TextText input (e.g. printed name)
DateAuto-filled signing date
CheckboxA consent checkbox

Multiple signers

Click "+ Add signer" in the sidebar to add Signer 2, Signer 3, etc. Each signer gets their own set of variables.

Configuring signers

  1. Click Settings in the header
  2. Go to the E-Signature tab
  3. For each signer, configure their email (from an Airtable field or static), name, and signing mode
E-Signature settings panel with signer configuration

Testing

  1. Click the Test button in the header
  2. Select a record from the list or type a record ID
  3. Choose your test mode:
ModeWhat happens
Preview only (checked)PDF generated with TYPEFLOW watermark. Nothing saved, no emails sent, no credits used.
Full test (unchecked)PDF generated with watermark, saved to Airtable, e-signature triggered if configured. No credits used.

The generated PDF opens in a new tab.

Test modal with record selector and preview toggle

Triggering Generation

Once your flow is configured and tested, click Settings then the Implementation tab.

Manual generation

MethodDescription
Airtable ExtensionGenerate from the TypeFlow extension panel in Airtable
Button / FormulaAdd a formula field with a clickable URL in your table
Interface ButtonAdd a button to your Airtable Interface

Automatic generation

MethodDescription
TypeFlow AutomationZero-code - triggers when a field value changes
Airtable AutomationUse native Airtable automations with a script
Make / ZapierConnect to external automation platforms

Each method shows step-by-step instructions with copy-paste code and URLs.

Implementation tab with generation methods

FAQ

Was this page helpful?