populate pdf forms from data files using … pdf forms from data files using automailmerge for adobe...
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![Page 1: Populate PDF Forms From Data Files using … PDF Forms From Data Files using AutoMailMerge for Adobe Acrobat® What is it for? Populate a single PDF form template with data to produce](https://reader030.vdocument.in/reader030/viewer/2022021717/5b3b1b4d7f8b9a1a678e52e6/html5/thumbnails/1.jpg)
Populate PDF Forms From Data Filesusing
AutoMailMerge for Adobe Acrobat®
www.evermap.com
![Page 2: Populate PDF Forms From Data Files using … PDF Forms From Data Files using AutoMailMerge for Adobe Acrobat® What is it for? Populate a single PDF form template with data to produce](https://reader030.vdocument.in/reader030/viewer/2022021717/5b3b1b4d7f8b9a1a678e52e6/html5/thumbnails/2.jpg)
What is it for?
Populate a single PDF form template with data to produce multiple personalized PDF files.
![Page 3: Populate PDF Forms From Data Files using … PDF Forms From Data Files using AutoMailMerge for Adobe Acrobat® What is it for? Populate a single PDF form template with data to produce](https://reader030.vdocument.in/reader030/viewer/2022021717/5b3b1b4d7f8b9a1a678e52e6/html5/thumbnails/3.jpg)
Mail Merge Processing:
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Sample Use Cases
Fill out government forms Generate invoices or statementsPersonalize newslettersProduce mailing labels
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File Prerequisites
1. Template PDF form2. Spreadsheet or database file
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Software Prerequisites
1. Adobe Acrobat (Standard/Pro)2. AutoMailMerge plug-in
![Page 7: Populate PDF Forms From Data Files using … PDF Forms From Data Files using AutoMailMerge for Adobe Acrobat® What is it for? Populate a single PDF form template with data to produce](https://reader030.vdocument.in/reader030/viewer/2022021717/5b3b1b4d7f8b9a1a678e52e6/html5/thumbnails/7.jpg)
How it Works?
Every data record is used to produce a single copy of the PDF form:
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What is the Output?
1. Multiple personalized PDF forms2. Single compound PDF file (optional)3. Email each output PDF file (optional)
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What is a PDF form?
PDF form is a PDF document with interactive fillable fields.
Any PDF document can be converted into a form by adding fields.
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Workflow:
1. Get a template PDF document2. Add form fields (if necessary)3. Prepare data file4. Run mail merge
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Prepare PDF formStep 1: Open a template PDF document in Acrobat
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Prepare PDF formStep 2: Select “Prepare Form” tool
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Prepare PDF formStep 3: Use “Add text field” tool to place fields
Repeat for each field that needs to be placed
Give field a meaningful name instead of Text1
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Prepare PDF formStep 4: Save PDF form to disk
Now PDF form is ready for mail merge.
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Prepare Data in ExcelStep 1: Create new or open existing spreadsheet. Put field names into first row of each column:
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Prepare Data in ExcelTip: Give data and form fields the same names to save time during mail merge setup
Data Fields PDF form fields
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Prepare Data in ExcelStep 2: Enter data – one row per data record:
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Prepare Data in ExcelStep 3: Save spreadsheet and exit Excel once done
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Setup Mail MergeStep 1: Open a PDF form in Adobe Acrobat and select “Plug-ins > Mail Merge” from the menu:
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Setup Mail MergeStep 2: Start mail merge setup by pressing “Edit Settings” button:
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Setup Mail MergeStep 3: Press “Browse” button to choose a data file
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Setup Mail MergeStep 4: Map data fields to form fields
Double-click on form field to map a data field to it
Press “Guess Mapping” button to map fields automatically, based on field names similarity
Press “Next>” button once done mapping fields
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Setup Mail MergeStep 5: Specify field options (optional)
Check this option to produce non-fillable PDF documents as output
Press “Next>” button to advance to next step
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Setup Mail MergeStep 6: Specify output folder and file naming
Press “Browse” button to select a folder where to save all output PDF files
Press “Next>” button to advance to next step
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Setup Mail MergeStep 7: Optionally complete the rest of the screens or just click “Next>” button to skip the rest of non-essential steps.
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Setup Mail MergeStep 8: Save settings into a file for reuse:
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Run Mail MergeStep 1: Start processing
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Run Mail MergeStep 2: Open output folder and inspect results
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More Resources
Product web page: www.evermap.com/AutoMailMerge.asp
Step-by-step tutorial: http://www.evermap.com/AutoMailMerge/HowToAutoMailMerge.pdf
How to create and edit PDF forms:http://www.evermap.com/creatingforms.asp
Copyright© EverMap Company LLC, 2016