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How to Use Automailmerge Plugin for Adobe Acrobat to Perform PDF Mail Merge
PDF mail merge is a process of creating multiple PDF documents from a single template form and a data file. This can be useful for creating personalized letters, invoices, certificates, labels and more. One of the tools that can help you perform PDF mail merge is Automailmerge Plugin for Adobe Acrobat[^1^]. This is a plug-in that works with Adobe Acrobat software and allows you to fill PDF forms with data from various sources, such as spreadsheets, databases or text files.
In this article, we will show you how to use Automailmerge Plugin for Adobe Acrobat to perform PDF mail merge in a few simple steps.
Step 1: Prepare your PDF form template
The first step is to create or obtain a PDF form template that contains the information that is the same in each version of the document. You can use Adobe Acrobat to create interactive PDF forms with fillable fields, or use an existing PDF form that you have. The PDF form should have fields that correspond to the data fields in your data source. For example, if your data source has columns for name, address and email, your PDF form should have fields with the same names.
Step 2: Prepare your data source
The next step is to prepare your data source that contains the information that is different in each version of the document. You can use any of the following types of data sources:
A spreadsheet file (such as Microsoft Excel or CSV)
A database file (such as Microsoft Access or SQL)
A text file (such as TXT or XML)
An ODBC-compliant database (such as Oracle or MySQL)
Your data source should have one row for each document that you want to create, and one column for each field that you want to populate in the PDF form. The column names should match the field names in the PDF form. For example, if your PDF form has fields for name, address and email, your data source should have columns with the same names.
Step 3: Install and launch Automailmerge Plugin for Adobe Acrobat
The third step is to install and launch Automailmerge Plugin for Adobe Acrobat. You can download the plug-in from the official website[^1^] and follow the installation instructions. After installing the plug-in, you can launch it from the Adobe Acrobat menu by selecting Plug-Ins > AutoMailMerge > Start Mail Merge.
Step 4: Select your PDF form template and data source
The fourth step is to select your PDF form template and data source in the Automailmerge Plugin for Adobe Acrobat window. You can click on the Browse buttons to locate and select your files, or drag and drop them into the corresponding boxes. You can also choose whether you want to use all records or a subset of records from your data source by specifying a range of rows or a filter condition.
Step 5: Map your data fields and form fields
The fifth step is to map your data fields and form fields using the visual field mapping tool in the Automailmerge Plugin for Adobe Acrobat window. This tool allows you to associate each data field with a corresponding form field by dragging and dropping them onto each other. You can also edit the field properties, such as font size, color and alignment, by double-clicking on them. You can preview how your data will appear in the PDF form by clicking on the Preview button.
Step 6: Choose your output options and generate your documents
The final step is to choose your output options and generate your documents using the Automailmerge Plugin for Adobe Acrobat window. You can choose how you want to name and save your output PDF files, whether you want to secure them with passwords or digital signatures, whether you want to email them or print them, and whether you want to add barcodes or QR codes to them. You can also choose whether you want to group your output PDF files by value or create multiple forms per sheet. After choosing your output options, you can click on the Run Mail Merge button to start generating your documents.
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