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Mickey_Cahill3
Participant
May 5, 2020
Question

Acrobat Features - Certificates and linking to excel

  • May 5, 2020
  • 1 reply
  • 566 views
I work for a small nonprofit and am doing research on upgrades we can make to our system as we're all working from home.  We provide professional trainings for mental health professionals and have recently been doing them all via webinar. Aftrerwards, we have to send each participant certificates of completion. The way we have been doing it is not efficient at all and is really time consuming. I was wondering if there is a certificate generator available that can take information from an excel spreadsheet?
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1 reply

try67
Community Expert
try67Community Expert
Community Expert
May 5, 2020

Yes! This process is called a Mail Merge. If you have a template PDF file with form fields and a list of names you can generate a unique copy for each person based on the two. This can be done using the PDFMaker plugin in Word, or (if you have the list in the form of a plain text file), using a script. I've developed a (paid-for) tool that does the latter. It can even automatically send emails with the certificates to the recipients, if you also have their email addresses in the data file.

You can find it here: http://try67.blogspot.com/2011/09/acrobat-mail-merge-and-email.html

M
Mickey_Cahill3Author
Participant
May 5, 2020

Thank you!!  Do you know if we need the paid version?  I have been using mail merge to take the data from excel and merge it to a template in publisher which puts all of the certificates in one document.  I then convert that to a pdf and screen shot each one to individually mail them.  I knew there was an easier way!

try67
Community Expert
try67Community Expert
Community Expert
May 5, 2020

For the PDFMaker plugin you would need Acrobat, yes. My script can work even with the free Reader (DC), except for some functionalities such as flattening and encrypting the merged files.

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