Excel Form Feeder

A VBA-powered Excel template system for single-entry, multi-document generation.

Enter data once on a master sheet → automatically populate multiple document templates → export all as individual PDFs with one click.

🎯 Problem Solved

Manual data entry across multiple related forms wastes time and introduces errors. If you're copying the same client name, address, or account details across 3-5 documents, you're doing it wrong.

Before: 45-60 minutes filling out repetitive forms
After: Under 10 minutes — enter once, generate all

✨ Features

• Single Data Entry Point — One master "Data Entry" sheet feeds all other tabs
• Auto-Population — Cell references pull data across worksheets automatically
• One-Click PDF Export — Generate individual PDFs for each document
• Organized Output — Files saved to named folders with timestamps
• Form Reset — Clear all fields button for the next account
• No Dependencies — Pure VBA, works in any Excel with macros enabled

📁 Project Structure

excel-form-feeder/
├── README.md
├── LICENSE
├── src/
│   └── vba/
│       ├── Module1_GeneratePDFs.bas    # PDF generation logic
│       └── Module2_ClearFields.bas     # Form reset logic
├── templates/
│   └── FormFeeder_Template.xlsm        # Starter workbook
└── docs/
    └── USER_GUIDE.md                   # Setup instructions

🚀 Quick Start

Option 1: Use the Template

1. Download templates/FormFeeder_Template.xlsm
2. Enable macros when prompted
3. Customize the Data Entry sheet with your fields
4. Link other tabs to the Data Entry cells using ='Data Entry'!C7 references
5. Update the VBA modules with your field ranges

Option 2: Add to Existing Workbook

1. Open your Excel workbook
2. Press Alt + F11 to open VBA Editor
3. Import the .bas files from src/vba/
4. Customize the cell references and tab names
5. Add buttons linked to the macros

🔧 Configuration

GeneratePDFs Module

Edit these values in Module1_GeneratePDFs.bas:

' Master sheet name
Set wsAccount = wb.Sheets("Data Entry")

' Cell containing the account/client name
clientName = Trim(wsAccount.Range("C7").Value)

' Output folder location
outputBase = "C:\Generated Documents\"

' Tabs to export as PDFs
tabs = Array("Data Entry", "Document 1", "Document 2", "Document 3")

ClearFields Module

Edit Module2_ClearFields.bas to specify which cells to clear:

' Clear specific merged cells
wsData.Range("C7").MergeArea.ClearContents

' Clear a range
wsData.Range("B10:L20").ClearContents

' Reset to default value
wsData.Range("C11").Value = "FL"

📋 Use Cases

• Professional Services — Client intake forms, proposals, agreements
• HR/Payroll — Employee onboarding packets
• Real Estate — Listing documents, disclosures, contracts
• Insurance — Applications, quotes, policy documents
• Legal — Client matter setup, engagement letters
• Healthcare — Patient intake, consent forms

🛠️ How It Works

Data Flow

┌─────────────────┐
│   Data Entry    │  ← User enters data here
│   (Master Tab)  │
└────────┬────────┘
         │
         │  Cell References: ='Data Entry'!C7
         ▼
┌─────────────────┐
│   Document 1    │  ← Auto-populated
├─────────────────┤
│   Document 2    │  ← Auto-populated
├─────────────────┤
│   Document 3    │  ← Auto-populated
└─────────────────┘
         │
         │  GenerateAllPDFs()
         ▼
┌─────────────────┐
│  Individual     │
│  PDF Files      │
└─────────────────┘

PDF Generation

1. Reads account name from master sheet
2. Creates timestamped folder
3. Exports each tab as separate PDF
4. Opens output folder when complete

⚠️ Requirements

• Microsoft Excel (Windows) with macros enabled
• .xlsm file format (macro-enabled workbook)
• Write permissions to output directory

Note: macOS Excel has limited VBA support. Some features may not work.

🤝 Contributing

1. Fork the repository
2. Create a feature branch
3. Submit a pull request

📄 License

MIT License — see LICENSE

👤 Author

Franklin J Bryant IV
ALL LINES BUSINESS SOLUTIONS
simplifyingbusinesses.com

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