The "Name" text field is going to be populated with text combined from 3 data fields ("First name", "Middle name" and "Last name"). Step 2 - Prepare Data in Microsoft Excel We are going to use an Excel spreadsheet to prepare data for the certificates.
Now a previously static PDF document became an interactive PDF form. Click "Save file" to save changes to the file.
Next, we are going to show how to fill these fields with data from a spreadsheet. We have placed "Name" and "Issue date" text fields on the PDF form. Click "Close" to save and exit the "Text Field Properties" dialog. Select the "Options" tab and choose "Center" in the "Alignment" field. Use this dialog to customize text appearance such as font name, size and color. Type a field name into a "Field Name" entry box (for example, enter "Name").Ĭlick "All Properties" link to open "Text Field Properties" dialog. Click on a page to place a field at desired location. Next, click on the page at the location you want to place a text field. Click "Add a text field" icon on the toolbar. If you are not familiar with the "Prepare Form" tool in Adobe Acrobat, then please refer to the detailed step-by-step tutorial on creating interactive PDF forms in the Adobe® Acrobat®. The form editor in Adobe Acrobat is used only to add fillable forms fields to allow using the document in the mail merge process. It is common to design documents in the text editors such as Microsoft Word, Adobe InDesign, or in any other similar application and then export it into PDF format. Select an existing PDF file that will be as used as a base for the PDF form. Select the "Prepare Form" tool to open a form editor. Select the "Tools" from the main toolbar. Step 1 - Create a PDF Form Template Start the Adobe® Acrobat® application.
You can download trial versions of both the Adobe® Acrobat® and the AutoMailMerge™. Prerequisites You need a copy of the Adobe® Acrobat® along with the AutoMailMerge™ plug-in installed on your computer in order to use this tutorial. The "E-mail" column contains email addresses and will be used to email completed certificates Separate achievement certificate that is stored as a PDF file. The data from each row is used to populate a PDF form template to produce a "First name", "Middle name", "Last name", "Issue date" and "E-mail". Using the email addresses stored in the spreadsheet.ĭata Description The tutorial is using an Excel spreadsheet with 5 columns: The resulting PDF certificates are saved into a folder and automatically emailed to recipients Each row of spreadsheet contains dataįor a single certficate. The data for each certificate is stored in the Excel spreadsheet. Tutorial Overview Multiple PDF documents are generated by filling a single PDF form template with a first, middle, and last nameĪnd an issue date. The tutorial is using a PDF form template and data from an Excel spreadsheet with the AutoMailMerge™ plug-in for the Adobe® Acrobat®. Creating and Emailing Achievement Certificates or Diplomas Introduction This tutorial shows how to automatically generate and email achievement certificates orĭiplomas.