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How to create and send individual PDFs for many signatures from MS Word mail merge?

New Here ,
Nov 03, 2019

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We use a MS Word doc (mail merge tool) that references a MS Excel sheet to insert pertinent data (in our case, names, investment amount, and equity %) in a specific table structure  into a mass PDF with usually with a hundred or so pages (each page with a different name) for legal purposes, each person needs to sign their respective investment amount. We then separate out using Acrobat, save each individual file as a separate PDF, then use the 'send for signature' on adobe acrobate. As you can imagine, it takes a lot of time to send hundreds of these signatures and becomes quite tedious. Is there a way to simplify this process? Thank you so much in advance, we are drowning from this and really need some help...

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How to create and send individual PDFs for many signatures from MS Word mail merge?

New Here ,
Nov 03, 2019

Copy link to clipboard

Copied

We use a MS Word doc (mail merge tool) that references a MS Excel sheet to insert pertinent data (in our case, names, investment amount, and equity %) in a specific table structure  into a mass PDF with usually with a hundred or so pages (each page with a different name) for legal purposes, each person needs to sign their respective investment amount. We then separate out using Acrobat, save each individual file as a separate PDF, then use the 'send for signature' on adobe acrobate. As you can imagine, it takes a lot of time to send hundreds of these signatures and becomes quite tedious. Is there a way to simplify this process? Thank you so much in advance, we are drowning from this and really need some help...

TOPICS
Adobe Sign forms, Manage documents, Send documents

Views

48

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Nov 03, 2019 0

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