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ezhang8885
Participant
January 10, 2018
Question

Mail merging with excel/pdf/outlook

  • January 10, 2018
  • 0 replies
  • 1770 views

Hello all,

I am trying to create a pdf form with some fillable fields and some pre-filled field to send to numerous contacts

I would like to pull contact information from an excel sheet (mail merge), which include their name, company name and email address to fill the pre-filled fields in the adobe form.

I would then send the form to the associated contact via email using outlook.

Questions:

1. How do you mail merge a pdf with excel properly. Currently I am converting the excel sheet I am using into a .txt (Tab delimited) and then entering my pdf > tools > forms > More form options > import data

2. Is there a way outlook can pull and auto-fill the "To" field in outlook automatically using the data from the pre-filled pdf forms?

Note: I can't use third party scripts or software. My establishments network security will not allow it.

Thanks for the help!

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