Skip to main content
gallienterprises
gallienterprises
Participant
November 10, 2015
Answered

Is it possible to create a mail merge pdf document for several vendors (each with their own unique values) for them to individually e-sign?

  • November 10, 2015
  • 2 replies
  • 9288 views

Is it possible to create a mail merge pdf document for several vendors (each with their own unique values) for them to individually e-sign?

I have my letter and data created in Excel & Word, Then I want to create this data into a Mail merge (through word) and then saved as a PDF.

I would like each PDF mail merged document to have their signature / title / name fields as e-sign fields.  Is this possible? How do I setup my document so this happends without me having to go an in and edit each PDF document.

Thanks ~

    This topic has been closed for replies.
    Correct answer Rijul Raj Khurana

    Hello Gallienterprises,

    It seems that you are looking to fetch the values from your CSV file into the document for multiple signers. For that, you can use MegaSign feature:

    https://helpx.adobe.com/content/help/en/document-cloud/help/sending-megasign-using-csv-file.html

    Let me know if you need more help.

    Regards,

    -Rijul

    2 replies

    A
    Andrew25153261in4o
    Participant
    July 7, 2022

    I have the same query. Lots of individuals selling their scripts to solve this problem. Is there a genuine Adobe automated solution to this?

    1. Create a mail merge for individual recipients with Adobe signor fields in the document for recipients to esign. 2. Batch email documents to individaul recipients for esigning their personilised merge doc.

    P
    Pooja36335155ssbc
    Participant
    August 2, 2024

    Hi Andrew,

     

    Did you ever get a solution to your requirement? I have a similar requirement. I would like to achieve something like what Autocrat can do with Google sheets regarding mail merge, however I would like to have these PDF attachments being recieved as requesting e-sign from the recipients

    Meenakshi Negi
    Community Manager
    Meenakshi NegiCommunity Manager
    Community Manager
    August 7, 2024

    Hi Pooja36335155ssbc,

     

    Thank you for reaching out.

     

    Please refer to the information shared on the following community thread under your post: https://adobe.ly/3yGXhFY. 

    Check if that is what you are looking for.

     

    Thanks,

    Meenakshi

    R
    Community Manager
    Rijul Raj KhuranaCommunity ManagerCorrect answer
    Community Manager
    November 12, 2015

    Hello Gallienterprises,

    It seems that you are looking to fetch the values from your CSV file into the document for multiple signers. For that, you can use MegaSign feature:

    https://helpx.adobe.com/content/help/en/document-cloud/help/sending-megasign-using-csv-file.html

    Let me know if you need more help.

    Regards,

    -Rijul

    gallienterprises
    gallienterprisesAuthor
    Participant
    November 19, 2015

    Hi. I've just tried to use the megasign feature from .csv file however my data into not merge into my PDF.

    I need for individual rows with each customers respective info to merge into my actual pdf document. Then the document will be emailed to each customer for them to sign their respective copy (which includes all of their individual contract details).

    The overall contract word document is the same, but their individual values from the csv file are different.

    Any ideas?

    I need to send out 30 contracts and really dont want to have to send them all out invidividually.

      R
      ryanh18345220
      Participant
      July 25, 2016

      Did you ever get this working? I'm on a trial and posted a similar topic but no one has responded.

      Thanks.

        Terms & ConditionsAccessibility statement
        Using the community Terms of use Privacy Cookie preferences Do not sell or share my personal information ad choicesAdChoices