How to Fill PDF Form and Add Text to PDF from Monday using PDF.co and Make

Sep 11, 2024·5 Minutes Read

In this tutorial, we will show you how you can fill a fillable PDF Form template and add text to the PDF with Monday.com’s data using PDF.co and Make. We will use this sample fillable PDF form template as our source file.

If you still need to fill in text into Fillable Fields in PDF Forms, please continue below.

Screenshot of Fillable PDF Form Template
Screenshot of Fillable PDF Form Template

Step 1: Get Task Items from Monday’s Module

First, we will use the List Board’s Items in Monday‘s module to get all the task items that we have in a board.

Get Task Items from Monday’s Module

Step 2: Select Fill a PDF Function in PDF.co

Next, in order to fill a fillable PDF form and add text, we will choose the Fill a PDF function in the PDF.co‘s module.

Select Fill a PDF Function in PDF.co

Step 3: Set Up the PDF.co Module

  • In the Input File field, select Import PDF from URL.
  • In the URL field, enter the fillable PDF Form template link. PDF.co has a built-in File Storage where you can store your documents and images. I’m calling my source file directly from the PDF.co built-in File Storage. Check out this tutorial to learn more: How to Use File Storage on PDF.co.
  • In the Fields to Fill, click on the Add item link and enter the page number, text field name, and the Monday data that you want to fill the text field with.
  • In the Text Annotation, click on the Add item link and enter the text, page number, x and y coordinates, font size, font name, and color.

We are now ready to test our configuration. Click on the Run button to see the result.

Configuring the PDF.co Module

Step 4: Output of Monday.com

Here you’ll see the Monday.com module’s output.

Output of Monday.com

Step 5: Output of PDF.co Module

Here, you’ll see the PDF.co module’s output. Copy the output link in your browser to see the PDF result.

Output of PDF.co Module

Excellent! We have successfully filled out a PDF form by adding some text.

Screenshot of Filled PDF Form with added Text object
Screenshot of Filled PDF Form with added Text object

In this tutorial, we learned how to fill a PDF Form template and add a Text object with Monday.com’s data using PDF.co and Make.

Below is the video where you will learn how to fill out a form in PDF using fillable PDF samples.

Video Guide

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