Program for automatically filling out forms. Review of Form Pilot Office - software for filling out paper forms


Every Russian, accustomed to bureaucratic formalities and endless conversations about the imminent transfer of the public service system to electronic rails, has to deal with the paperwork inherent in most government (and not only) institutions of our vast homeland, to one degree or another. There is no need to go far for examples - just rummage through the foliage of the past and remember, for example, the last visit to Sberbank or the tax office, known for their attachment to all kinds of receipts and payment documents of the established form, the filling of which sometimes takes a lot of precious time. Some conscientious citizens are looking for salvation in electronic document management and Internet banking systems, others are trying to understand the long-suffering portal gosuslugi.ru. In this article, we propose a different way to deal with boring paperwork, which involves the use of universal software solutions that allow you to solve paperwork in no time.

Let's start the review with online tools that operate in any browser window. The first in the list of such is the Formz.ru service, which allows you to fill out and print invoices for payment and invoices, delivery notes, payment orders, powers of attorney, waybills, various orders and contracts, as well as frequently used forms: official letters from the organization, receipts " Sberbank", car purchase and sale agreement and other documents. Completed forms are created dynamically in PDF format: they can be saved to your computer disk, sent by email and fax, or simply printed.

For the convenience of users, the Formz.ru website provides a mechanism for registering and creating an account, which provides the opportunity to save completed forms in a personal archive, keep a document log and operate with additional functionality of the system, which can be expanded by purchasing the appropriate service package. Working with the service on a commercial basis implies the absence of advertising and any restrictions on the number of printed documents. By subscribing, users can work in a secure SSL data exchange mode, maintain a directory of counterparties, use facsimile images of seals and signatures in forms, enter documents “based on”, and also receive advice from specialists on working with the site by phone or ICQ.

In general, the tools hosted on the Formz.ru server deserve the highest rating, and the only thing that can push the audience away from a useful resource is the service agreement published on the site, the text of which openly states that the developer does not bear any responsibility for unauthorized access third parties to the information stored in the database and possible flaws in the service’s security system. Risk, of course, is a noble cause, but when it comes to the possible disclosure of confidential information, it becomes a little uneasy to think that the creators of Formz.ru do not put the issue of protecting user data at the forefront.

The team of developers of the portal EasyBlank.ru takes a completely different position, the first principle of which is the security of the data processed by the site. The project is completely free and does not require the user to go through a tedious registration procedure - just select the appropriate form from the list, fill out the required fields and, by clicking on the “Print” button, receive a PDF file ready to be sent to the printer. To ensure that forms are filled out correctly, the system provides appropriate sample documents and pop-up tips. Using EasyBlank.ru it will not be difficult to prepare an advance report, an application for a foreign passport, a travel certificate, a postal order and other receipts. Take note.

Finally, another Internet resource that we wanted to focus on is called Nalovovod.ru. Its distinctive feature is the system for filling out personal income tax returns for the required year. Using the interactive forms posted on the website, you can correctly declare income received from the sale of a car, apartment and other property, and report to the Federal Tax Service of Russia on business activities and other financial transactions. After entering the data, Nalogovod.ru processes it and generates a tax return in a Microsoft Excel spreadsheet file, which can be saved on a computer and printed. A demo version of the file with a partially completed declaration is provided free of charge upon completion of filling out the forms offered on the site pages. To receive a completed file with a completed declaration, you must pay via SMS or QIWI payment terminals. These are the conditions for the provision of services by the service.

For those who for some reason do not want to deal with web applications and are accustomed to working with conventional software solutions the old fashioned way, the Form Pilot program developed by the company “Two Pilots” will provide all possible assistance in filling out and printing receipts and documents. Presented in editions for Windows and Mac OS X, it allows you to work with ready-made electronic forms in PDF, DOC, XLS, TXT, etc. formats, as well as with any paper receipts you have on hand by preliminary scanning them and recognizing the structure. In addition to editing documents, the application provides spell checking of user-entered texts, allows you to work with multi-page forms, and can save records in its own database. Form Pilot is a commercial product and is available to customers in three modifications - Home, Pro and Office, which differ in functionality and, accordingly, in cost.

It’s one thing to create documents based on samples of printed forms, and quite another to prepare them for sending them via regular (not email!) mail to a specific addressee. Usually in such cases the problem arises of correctly filling out envelopes, of which, if we are talking about some organization of impressive size, there may be several hundred, if not thousands. The toolkit developed by the Russian Information Technologies company with the self-explanatory name “Printing Envelopes!” will help you cope with this difficult task. , which provides automatic printing of envelopes (fields “To”, “From” and “Index”), registers, notifications, including maintaining databases of all counterparties and mailings carried out. The principle is simple: you insert an empty envelope into the printer and you get a filled one out. Among the features of the program are printing a logo on envelopes, importing counterparty data from Excel files and the 1C:Enterprise package, support for all envelope formats approved in the Russian Federation and Ukraine, as well as various templates, including holiday decorations. The application is available on the developer's website in three editions, one of which is distributed free of charge.

For those who are interested in paperwork in the full sense of the word, we can recommend a lot of other resources that deserve attention. One of them is the website Paperkraft.net with a selection of patterns and instructions for making various paper crafts. Of particular interest is the portal office.microsoft.com, on the pages of which there are also many templates for advertising flyers, calendars, business cards and business document forms suitable for editing in Microsoft Office and subsequent printing. Sheets for musical notation, graph paper, and other lined forms often used by university students can be found on the PDF Pad website. Students may also find the free program ProPoster useful, designed for printing posters in standard (A0, A1, A2, A3) or user-defined formats on smaller sheets. Finally, cartography buffs will love the free software-based MapOSMatic web service, which allows you to generate city maps using OpenStreetMap data. The created metropolitan map includes two pages: the map itself, divided into squares that allow you to find streets, and a street index with links to map squares. The generated maps are available in PNG, PDF and SVG formats and are ready for printing.

The "Registration of Organizational Documents" program has the ability to print arbitrary documents based on the fields of the incoming document card, which are generated in Microsoft Word, or, with appropriate settings, in OpenOffice Writer.

To create a template for an arbitrary document, you can either create a new document in MS Word (OO Writer), or open the template of any existing document, for example an incoming card, for editing.

In Microsoft Word, you will need to enable the Developer tab.

To do this, select the context menu item "Customize the Quick Access Toolbar" (right-click on the circle in the upper left part of the Word window).


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The Word Options window opens.

In the General section, check the Show Developer tab on the ribbon checkbox, then click OK.

In MS Word 2010 (and older) The "Developer" tab is enabled in the "Ribbon Customization" section (menu File-Options-Ribbon Customization).


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The Developer tab appears on the ribbon.

The buttons we need are located in the “Forms of previous versions” block.

When working in Microsoft Word of earlier versions, you need to activate a special ToolBar in MS Word with the name “Forms” (Main menu item “View” - “Toolbars” - “Forms”).


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"Form fields" are used as objects to be inserted into a Word document.

Click the "a" icon on the Forms toolbar to enable shading for form fields. Insert the cursor to the desired place in the template and click on the leftmost icon with the letters “ab” on the “Forms” toolbar. A special object "Form Field" will be inserted into the current location of the template.

Double-click the left mouse button on the “Form Field” and an additional window for the properties of this object will open. Now we are interested in its "Bookmark" property. This will be the very symbolic designation of the object by which it can be accessed from the program.

This designation (bookmark) can be anything. The only limitation is that it must be unique within the entire template. However, Word itself will monitor this.

Correspondence of bookmark values ​​to program fields Registration of organizational documents:

Incoming correspondence

TextField1 - incoming number
TextField2 - Incoming date
TextField3 - Incoming date in HH month YYY format
TextField4 - Media
TextField5 - Document Type
TextField6 - Sender
TextField7 - outgoing number
TextField8 - Outgoing date
TextField9 - Recipient
TextField10 - Document name
TextField11 - Brief content of the document
TextField12 - Artist
TextField13 - Date of imposition of the resolution
TextField14 - Resolution
TextField15 - Our outgoing number
TextField16 - Our outgoing date
TextField17 - Due date
TextField25 - Control date
TextField18 - Control
TextField19 - Completion mark
TextField20 - Location (case number)
TextField21 - Number of copies
TextField22 - Number of sheets
TextField23 - Page numbers
TextField24 - Date of receipt of the document by the contractor

Outgoing mail

TextField31 - outgoing number
TextField32 - Outgoing date
TextField33 - Outgoing date in HH month YYY format
TextField34 - Incoming number
TextField35 - Incoming date
TextField36 - Media
TextField37 - Document type
TextField38 - Recipient
TextField39 - Sender
TextField40 - Artist
TextField41 - Outgoing Subject
TextField42 - Location (case number)
TextField43 - Control date
TextField44 - Control
TextField45 - Number of copies
TextField46 - Number of sheets
TextField47 - Page numbers
TextField48 - Due Date
TextField49 - Document name
TextField50 - Incoming recipient number
TextField51 - Date received

Internal documents

TextField61 - Document No.
TextField62 - Document date
TextField63 - Document date in HH month YYY format
TextField64 - Additional number
TextField65 - Document Type
TextField66 - Applies to
TextField67 - Initiator
TextField68 - Artist
TextField69 - Title
TextField70 - Contents
TextField71 - Location
TextField72 - Control date
TextField73 - Control
TextField74 - Number of copies
TextField75 - Number of sheets
TextField76 - Page numbers
TextField77 - Date of receipt of the document by the contractor
TextField78 - Due date
TextField79 - Recipient

TextField100 - Organization name

When working in OO Writer

First, we create a contract template. We write standard text, in places where we will need to insert our information we insert input fields. This is done as follows:

1) in the menu "Insert" -> "Fields" -> "Advanced..."; (in English Insert-Fields-Other)
2) in the window that opens, select the “Functions” tab;
3) on the tab, select the field type “Input Field” from the list;
4) write in the “Hint” field the unique name of this field (In the English version, the Insert button, fill in the text field).

Save the document with the extension doc. The template is ready.

For OpenOffice Writer you can use MS Word templates with DOT extension


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Edit the card, as is customary in your office work, and then save the modified template to any location on your disk (for example, to the “My Documents” folder) as a template.

To do this, select the menu item File-Save As in MS Word (OO Writer), set the file type to “Word Template” (for OpenOffice Writer the file type is DOC).


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Then close Microsoft Word (OpenOffice Writer).


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To enter the created template for the incoming document into the program, in the incoming document card, click on the “Print template” button.

The "Print document template" section will open, where you can add/delete/print templates of arbitrary documents to the incoming one.

Collecting data doesn't have to be expensive. In fact, it shouldn't cost a penny. There are many great free tools that can do the same things as expensive form and survey builders.

Here are some of the best free apps for collecting data in the form of a form or survey.

6 Best Free Form Creator Apps.

Form builders are some of the most flexible applications out there. They can be used to collect data into spreadsheets, pay for purchases in your online store, or for planning a startup. With the help of such designers it is easy to create a contact form for the site. They are like digital Legos: add the necessary elements, customize and your creation is ready.

1. Google Forms: for integration with Google Sheets.

If you're already using Google Docs, Google Sheets, and Gmail, then you shouldn't forget about Google Forms, which is a great option for creating free forms. This app is built into Google Apps, is very easy to use, and automatically syncs with Google Sheets. These functions are quite enough to create a simple form.

Google Forms offers more than 10 types of forms with convenient text data entry. Create as many forms as you want, add as many answer options as your spreadsheet can accommodate—there are no limits. You can also use Google Forms scripts to add notifications, validation, action logic, and more.

The app does not allow you to upload files or accept payments. The form themes are quite simple, it won’t be difficult to determine that this is a Google product. However, it has all the basic features and is completely free.

2. Typeform: for forms with a modern design.

An unlimited number of forms and responses are provided for free. Additional features such as payment fields can be accessed by updating the app.

3. Ninja Forms: for creating forms for WordPress.

Sometimes form creation applications are overloaded with unnecessary options. If you don't want to upload files or receive detailed responses, and just want quick responses from your audience, then polls are a great way to handle this function.

Form and survey apps are very similar, but the latter are ideal for asking simple questions and getting simple answers.

The search module is not installed.

Nadezhda Balovsyak

Those users who often have to spend a lot of time on the Internet, for example, registering products, sending materials or online shopping, spend a lot of time filling out various web forms. Logins, passwords, names, addresses, index and much more...

Endless wait for registration to complete after entering almost the same data. This routine work can be simplified by special programs designed to automatically fill out forms.

There are a lot of programs of this class on the Internet, but there are only a few real generalists among them, since most of these programs often have too narrow a specialization.

While surfing the Internet, you often have to fill out various forms on web pages, indicating the same data - last name, first name, address, date of birth and much more. Using special programs, you can save this data in a special database, and, if necessary, substitute it into forms on web pages.

IE Scripter

Developer's website: www.iescripter.com
Distribution size: 1.2 MB
Status: Shareware

As a result of installation, IE Scripter adds its button to the Internet Explorer browser toolbar. When you come across a form on a web page, you need to enter data and then click this button. An additional panel will be displayed in the browser window, with the help of which you can control the operation of the program. You can save the data entered into the form. At the same time, the program allows you to select which values ​​you want to keep and which ones to omit.

When you encounter a form on another site, in order to use the saved data, click the Load button, and the program will automatically insert all the values ​​into the required fields. However, it should be noted that the program does not always work correctly, especially for drop-down fields. In addition, it is not possible to use different data for one page opened in Internet Explorer; for example, you cannot use data from several mailboxes - the program cannot remember several sets of values.

In addition to this filling method, you can save a standard set of values ​​in the IE Scripter database, which the program will use when filling out forms found on web pages. These parameters should be set in the program settings window. It should be noted that the set of standard parameters is insufficient, and they are not always enough to fill out forms. These settings can be loaded from a set saved in Internet Explorer settings. In addition, the program does not have the ability to edit the list of keywords that determine the type of field in a web form.

The program has flexible settings. Settings can be saved in a special file. Additional features of the program include a password generation tool and viewing cookies.

iNetFormFiller

Developer's website: www.inetformfiller.com
Distribution size: 2.8 MB
Status: Shareware

After installation and mandatory registration of the iNetFormFiller program, its icon will be placed in the system tray.

The main window of the program contains questionnaires with very detailed information about the user. It seems that the program developers have provided all possible options for input fields, even those that are very rarely encountered when filling out web forms. Form data is saved in a profile, which can be customized by randomly selecting the fields that will be included in it, as well as creating groups of fields. In addition, the questionnaire can contain fields of absolutely any standard. In this case, some fields can be linked to each other. In this case, when you enter certain information in one field, the others associated with it can be filled in automatically with the specified values. When creating a profile, the program supports deleting unnecessary fields. And ready-made profiles can be saved as templates and used later when creating other profiles.

After installing the program, an additional iNEtFormFiller toolbar is built into the Internet Explorer browser.

This program can also fill out forms in two ways - by substituting saved data into fields on a web page, or by saving data that was entered into forms on a web page. To fill out the form, just click the Fill button, and all data will be saved in the form.

All pages filled in by the program are saved in a special section - a list of form cards. If you select a form card in the list, the fields of this page will be shown next to it in the program window, which can be edited offline by simply entering the required values ​​there. Essentially, a form card is the same web page with a form, but with a preserved structure.

In the batch information input mode, the program allows you to fill out online forms with standard data, and you can specify which data should be substituted from the profile and which should be entered manually.

Another interesting tool available in iNetFormFiller allows you to record every user action performed in the browser. In this mode of operation, the program remembers not only the fields filled in, but also every click on a link or button. You can remember almost any set of actions, and then simply reproduce it the required number of times, changing some parameters if necessary.

It should be noted that the program has flexible customization options. For each page, the program allows you to set your own settings, including various saving and filling options. Thanks to the functions of exporting and importing settings and saved profiles, the program database can be transferred to another computer.

RoboForm

Developer's website: www.roboform.com
Distribution size: 1.8 MB
Status: Shareware

RoboForm's functionality sets this program apart from its peers, making it one of the best in its category.

This program also adds its own button to the browser toolbar. RoboForm can save the data you entered into web pages. In this case, the program stores this data in special records called pass cards. These pass cards can be used to fill out forms. And if you enter some data into forms on web pages, the program will be able to recognize your actions and offer you to save this data.

Using the person editor, you can manually save data for later use when filling out forms. The contents of the program database, pass cards, as well as the ability to add new entries to the program database can be protected with passwords.

If several users work with the program, each of them can set their own parameters for filling out forms.

It should be noted that the program has extensive customization options. For example, RoboForm allows you to completely customize the composition of the Internet Explorer context menu; you can also customize the key combinations used by the program to fill out forms.

WebM8

Developer's website: www.m8software.com
Distribution size: 1.59 MB
Status: Shareware

The program allows you to work with a large amount of different data to fill out web forms. The main inconvenience of working with the program is that for each form you need to create its own separate list of field values. And to fill out the form, you should select in the program the required list of field values ​​for it, prepared in advance. Therefore, using WebM8, it is quite difficult to fill out different web forms found on different web pages. But if you need to fill out the same forms, the program will be the ideal solution for you.


To use the program for the first time, read the instructions below. The instructions may not contain descriptions of new functions.



You or your employees often need to fill out the same type of documents. These can be contracts, orders, internal forms of documents. Such documents basically contain the same information (details of the organization, information about the employee, etc.). For example, to sell goods to a new organization, you need to fill out three different documents (Organization Questionnaire, Sales Agreement, Goods Transfer Certificate), all these documents are the same for each client, only the client’s data changes. Also, all three documents contain the same information, but in different places in the document, and you need to copy and paste pieces of the necessary information from one place to another. We encountered a similar problem, consulted with our partners, and it turned out that this problem was also relevant for them. We decided to develop a program that could take document templates (a regular document in MS Word format, where changing data is replaced by fields for insertion - a word in square brackets - , ) and replace these fields in all documents at once with the required data. Since our customer data was repeated, in order not to re-enter this data every time, we decided that they would all be stored in a file in MS Excel format and to generate documents, the required line would simply be selected from this file. This allowed filling to significantly reduce the time for preparing documents. Firstly, you don’t need to monitor the formatting of the text; the text can be entered in any font, any size or color (which is important when you copy data either from an email or from the client’s company website, where the data has different formatting) Secondly, the data must be copied or enter once for all documents - even the last name of the director, or the name of the client’s company, there is no need to enter several (even if this data appears in several places in one agreement) Thirdly, the information is saved, which means you can generate documents again at any time , or use this data for further processing - analytics\statistics, etc. in MS Excel or uploaded to other software for processing. Also, settings have been added for more convenient work, which will simplify your work with the program (more details in the description of new features)

Installation, configuration and work with the program

For the program "TemplateBB2" to work, you must:
  1. unpack the archive, for example, to drive C:\
  2. There are two folders in the program folder:
    1. shablon - document templates in MS Word format (*.doc, *.docx) should be stored here
    2. docum - generated and completed documents will be saved here. The file names will correspond to the names of the document templates
  3. create templates for your documents. This is done in MS Word. An example of a small template can be found in the Shablon folder. The data that needs to be inserted into the template is limited by "square brackets", for example, and we will call them "template fields".
  4. fill out the replacement file (replace.xls). There is test data for the test pattern. You need to remove everything from this file and fill in the first line first. It is filled with "template fields" from the template file. For example, there is one in the template and it appears there 6 times, in this case you need to add the FIO column (without square brackets) to the replacement file (replace.xls). After filling the file with all the "template fields", you will receive a file with the top line filled in with all the "template fields".
  5. Enter the replacement data into the replacement file. If you may need previous data, then the data for new documents is filled in in the next line. For example, we will get the following table:
  6. Now you can run the program (ShablonBB.exe)
  7. The program window is divided into two parts: a list of templates and data to be replaced.
  8. Click the "Download templates" button. A list of found templates will appear
  9. Click the "Load data" button. The replacement data from the replacement file appears.
  10. Select the required templates (by default, all templates are selected) and left-click on the desired line from the list of data to be replaced.
  11. Click the "Generate" button
  12. At the end of the program, the finished documents will be stored in the Docum folder.
IMPORTANT! Do not forget to copy completed documents from the docum folder, since subsequent generation of documents will overwrite the current ones (Or use the new program feature that puts documents in a separate folder).

The new version has the following features and changes:

  1. Removed messages that appeared when generating documents (09/01/2020)
  2. The algorithm for generating the file name and directory has been redesigned. (12/10/2019) Now the catalog is always generated. The directory name is determined by the setting - by the template name or the selected column. The file name is formed using one of two algorithms - template + selected column or selected column + template. The serial number of the entry is also appended to the end of the file and directory name.
  3. Added check for identical fields (12/08/2019) - when creating files, it is checked whether there are duplicates in the specified column, if there are duplicates in the replacement table, then the line number from the replacement table is added to the name of the column (folder or file), ATTENTION! FOR ALL FILES/FOLDERS, NOT JUST WITH DOUBLES. For example, if the "Last Name" field is selected and there are two or more identical surnames in the table, then the file or folder name will be formed as "12_Ivanov.." and "489_Ivanov.."
  4. Added order for forming the file name (12/08/2019) - now you can specify in the settings how to form the file name "TemplateFileName-SelectedFieldValue" or "SelectedFieldValue-TemplateFileName"
  5. Fixed a bug - after saving Excel file data through the program, zeros at the beginning of the text were removed, and long numbers were also cut off from the end (12/03/2019)
  6. Changed the appearance of the program (05/31/2019)
  7. Replacement in headers and footers is included in the settings - if disabled, the headers and footers do not change. Disabling the setting - increases the work of the program several times (05/31/2019)
  8. Added the ability to select a replacement file replace.xls, as well as support for .xlsx files (05/31/2019)
  9. Added the ability to select a template directory on any disk or local network (05/31/2019)
  10. Added progress bar (05/30/2019)
  11. The order of forming the file name has been changed (05/30/2019) - now the file name is formed as "TemplateFileName-SelectedFieldValue"
  12. Added the ability to save finished documents in PDF format (05/29/2019) - this is a one-time setting on the main window; to save the default setting, you need to go to the program settings
  13. The formation of the file name has been changed - instead of the “_” sign, “-” is added (05.29.2019)
  14. Fixed work with the ability to TAKE FIELDS from headers and footers (05/29/2019)
  15. Fixed work with headers and footers (05.12.2018)
  16. Ability to select a folder with templates (12/05/2018)
  17. Added the ability to “take” from the template file all fields for replacement (which are located between the characters. INCLUDING headers and footers) (10/31/2018)
  18. Changed the appearance of the program (10/26/2018)
  19. Added the ability to “take” from the template file all fields for replacement (which are located between the characters. Except for headers and footers - in development) (10/26/2018)
  20. Added the ability to immediately add a “taken” field to the table for replacement (10/26/2018)
  21. Ability to generate selected documents using all the data in the table at once (10/26/2018)
  22. Replacing data in headers and footers!!! (05/20/2018)
  23. The appearance of the program has been slightly changed
  24. Added the ability to search for data in the table for replacements. Used to find the desired replacement string in a large data set
  25. Added the ability to form a folder name for documents based on the selected column
  26. The display of templates has been changed (previously the full entry to the template file was displayed, due to which the name of the template itself was not always visible) to displaying only the names of template files.
  27. Ability to select the necessary templates for generating documents (one or several, using the SHIFT and CTRL keys)
  28. Editing replacement data directly in the program window (buttons have been added for this - Add rows, add columns, delete rows, delete columns and save data) without having to edit the replace.xls file
  29. The ability to move columns, change their places with each other (for ease of viewing or filling)
  30. Ability to change column widths with the mouse (similar to MS Excel)
  31. Ability to save documents in separate folders using one of the columns as a template. For example, in the list of replacements there is a column with contract numbers, you can select it in the list to create a folder for documents, and create documents one by one for all clients (suppliers), ultimately, in the "DOCUM" folder (where documents were previously created, and it is necessary was to copy them before creating new ones), a folder is created with contract numbers (for example, 210244) and the generated documents are already saved into it. Similarly, you can use a column with your full name (if they are not repeated), the name of the legal entity. persons, or TIN.
  32. Possibility of entering reference data (personal fields) - for example, documents are generated by several different managers. Information must be inserted into the contract, depending on the manager who generates the documents. In this case, it was necessary to enter the same manager data in the replace.xls file for each line from clients, such as full name, position, department, telephone, etc. Now this data can be entered once in a separate window, and it will be used further for all clients and document templates
  33. Possibility of creating help for the program. Since the program does not have its own help (a brief description is only on the website), the ability to create your own help for the program has been added. To do this, edit the help.txt file and it will be used in the program
If the program is not quite suitable for your tasks, then you can send a letter to: site torg-kkm ru with your wishes for improving the program. After review, the program may be modified.






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