The software allows to pick available data fields from a pulldown menus for both "Insert Before" and "Insert After" fields. If any of these fields are left blank then it is omitted from the file naming process. The "Insert Before" and "Insert After" fields could be used to specify a custom text as well as data field names. Select the "Nothing" option to deactivate the "Base Filename" field and omit this part from the file naming process. This option will use the input file name and auto-incrementing number to automatically create names such as Form1.pdf, Form2.pdf, Form3.pdf and etc. By default, the "Form Filename + Number" option is selected. The "Base Filename" field allows to select one of the automatic name bases: "Nothing", "Auto-Incremented Number", "Form Filename", "Form Filename + Number", and "Today`s Date". They are provided just for the flexibility. However, it is not necessary to use all fields at once. The "Base Filename" - the middle and main part. The "Insert Before" represents the first part of the output file name. Use these fields to create a desired file naming scheme. There are 3 selection fields - "Insert Before", "Base Filename" and "Insert After". Step 7 - Customize Output File Naming Use the "File Naming" section of the "Select Output Options" screen to specify output file naming. Click "Browse." to specify a folder where all output PDF files will be saved. Check the "Save each copy of the filled form as a separate PDF document" option to create separate output documents for each data source record. Step 6 - Specify Output Options Use the "Select Output Options" screen to control where and how to save output PDF documents. Step 5 - Specify Field Options Specify field options and click "Next >" to advance to the next screen. Click the "Next >" to advance to the next screen. Step 4 - Specify Data Source Settings Specify data source settings. Step 3 - Edit Mail Merge Settings Press the "Edit Settings." button to configure the mail merge parameters. Step 2 - Open the "Mail Merge" Dialog Select "Plug-Ins > Mail Merge." to open the "Mail Merge" dialog. Step 1 - Open a PDF Form Start the Adobe® Acrobat® application and using "File > Open." menu open a PDF form template that was prepared. This tutorial can be also used for older versions of Adobe Acrobat. You can download trial versions of both the Adobe® Acrobat® and the AutoMailMerge™. Prerequisites You need a copy of the Adobe® Acrobat® DC along with the AutoMailMerge™ plug-in installed on your computer in order to use this tutorial. Use this link to learn how to prepare a PDF form. Here is the example of the input PDF form that is used in this tutorial. We are going to show how to use "Last name" and "First name" data fields to customize output file names. The spreadsheet contains multiple rows of data with last name, first name, employee`s social security number (SSN) and an address. Input Document Description The tutorial is using an Excel spreadsheet as a mail merge data source. The tutorial explains how to use any combination of custom text and data fields to create customized file names. Each output form will be automatically named using text from the "Last name" and "First name" data fields that are part of the sample Excel spreadsheet. Tutorial Overview We are going to use the AutoMailMerge software to generate multiple W2 forms by filling a single PDF form template with data from a spreadsheet. This tutorial applies to AutoMailMerge™ plug-in for the Adobe® Acrobat®. If you have any questions, please feel free to ask.Naming Output Files Using Data Fields Introduction The tutorial shows how to name mail merge output PDF files using text from data fields. Relative paths in the configuration file possible.Configuration manually adjustable (XML).Setable write protection for individual form fields as well as for the entire document.Filename freely configurable with automatic value.Individual configuration for each form field.Supports text fields, checkboxes, radio buttons, combo boxes, and list boxes.After the fill progress have started, BulkPDF will go through line by line and write the cell value into the form. Then the column names must be manually assigned to the form fields. How does it work?īulkPDF automatically recognizes the values in the selected table. Only a spreadsheet (Microsoft Excel 2007/2010/2013, LibreOffice or OpenOffice Calc) with the desired values is required. What is BulkPDF?īulkPDF is a free and easy to use freeware software (Open Source), which allows to automatically fill an existing PDF form with different values. Maybe my open source tool BulkPDF could do what you want.
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