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mhowell-CCO
Inspiring
April 13, 2020
Question

Mail merge and Adobe Sign

  • April 13, 2020
  • 0 replies
  • 489 views

Hi,

Adobe Sign newbie -- as in "bought it yesterday."  And of course, my first assignment is complicated, at least for me.

My task is to create roughly 150 Salary worksheets that are used to set salaries for the next fiscal year. Typically they are created by the finance department via a mail merge in Word, then distributed via email to supervisors who get them signed during in-person meetings. This year, it has to be done virtually.

My question -- Is it better to create the individual worksheets in Word as always, then upload them to Adobe Sign - or can the actual merge be done in Sign? The supervisors will not have a Sign account, so we need to configure each document to go to the proper supervisor and the proper staff member, with both needing to sign and then return them to our Finance department for approval.

Good heavens, I hope that question makes sense! I'm overwhelmed right now and hoping someone can save me some time -- since they want this done in 2 days. 🙂

thanks.

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