Sep 13, 2018 I have my columns named the same as they are in my pdf form and after I save my excel doc as a tab delimited text form, adobe acrobat will not allow me to import this file from excel. When I try to import from my desktop adobe does not recognize the file. Import data from Excel into fillable pdf using Acrobat XI Pro - is it possible? Collecting and managing PDF form data, Adobe Acrobat For the long paragraph, select the column in Excel and format it to wrap. Also make the column wider. Acrobat will give the file a default name and will save it in.csv, which does not store formatting, so save it in Excel (with a different name) so you can keep the formatting.
My MergeTools Add-in contains utilities that allow the use of Mail Merge with a Mail Merge main document that contains either Content Controls or Legacy Formfields. In the case of the latter, you must use the Protect Legacy FormFields utility in the Add-in to apply the necessary protection to the document as it is not possible to otherwise apply the protection to a mail merge main document.
You can download the MergeTools – 20150422.dotm Add-in that I created from the following page of my One Drive:
The MergeTools – 20150422.dotm file needs to be saved in the Word Startup folder. In Windows Vista and Windows 7, 8 or 8.1, the default location for that folder is
C:Users[User Name]AppDataRoamingMicrosoftWordSTARTUP
If you do not see the AppData folder: -
In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item 'Show hidden files, folders, and drives'. While there, it is a good idea to uncheck the box of 'Hide extensions for known file types'.
In Windows 8 and 8.1, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item 'Show hidden files, folders, and drives'. While there, it is a good idea to uncheck the box of 'Hide extensions for known file types'.
When that has been done and Word is startedre-started, the tab shown below will be added to the Ribbon:
C:Users[User Name]AppDataRoamingMicrosoftWordSTARTUP
If you do not see the AppData folder: -
In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item 'Show hidden files, folders, and drives'. While there, it is a good idea to uncheck the box of 'Hide extensions for known file types'.
In Windows 8 and 8.1, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item 'Show hidden files, folders, and drives'. While there, it is a good idea to uncheck the box of 'Hide extensions for known file types'.
When that has been done and Word is startedre-started, the tab shown below will be added to the Ribbon:
The requirements for using the system are:
- 1.The mail merge main document must be of the Letter type, though that does not mean that the output cannot be sent as an e-mail message.
- 2.For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheet and that worksheet must be the first sheet in the Excel workbook. If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left. For the Chart Merge utility, download the Mail Merging with Charts document that is also on that page of my OneDrive for additional requirements of the data source for use with that utility
- 3.For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data.
- 4.For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9). The number of characters in the field names, including spaces, must not be more than 40.
- 5.For a data source in the form of an Excel worksheet, the data must start in the second row of the worksheet and there should be no empty rows within the range of data that is to be processed.
NOTE: The MergeTools applications cannot handle “Compound” MergeFields such as the «AddressBlock» or «GreetingLine». Instead of using those fields, you will need to insert the individual merge fields.
You will also want to download the Merging with Attachments.pdf document that is also on that page and the Mail Merging with Charts.pdf and Using the Many to One Facility.pdf documents that explain how to use those facilities.