How to Send Mail-Merge Documents for Electronic Signatures
Question details
The user wants to learn how to create a mail merge and send the personalized documents to multiple recipients for electronic signatures.
- Product
- Microsoft Word and Adobe Acrobat Sign
- Device & OS
- not provided
- Scenario
- Generating personalized letters in Word and requesting bulk electronic signatures from multiple recipients.
- Observed behavior
- The user needs to complete the Word mail merge, verify individual records, and then distribute them via an electronic signature platform in bulk.
Ensure you have an active Acrobat Sign subscription plan that includes the 'Send in Bulk' feature, as it is not available on Individual plans, and have your data source prepared for the mail merge.
Complete the Mail Merge in Word and Use Acrobat Sign Bulk Send
First generate the merged documents in Word, then use Acrobat Sign's Send in Bulk feature to request signatures from multiple recipients.
To efficiently gather electronic signatures from multiple individuals, you must finalize the personalization of your documents locally before uploading them to the signature service.
In Microsoft Word, navigate to the Mailings tab. Click 'Finish & Merge' and select 'Edit Individual Documents...' (or 'Edit Individual Letters').
In the Merge to New Document dialog box, select the specific records you want to merge and click OK. Word will generate a new document containing the personalized pages.
Scroll through the new document to make any manual changes to specific letters. Print or save the finalized document to your computer.
Log in to Adobe Acrobat Sign and select the 'Send in Bulk' (or Mega Sign) feature. Upload your merged document, configure your recipient list, and deploy the signature requests.
Switch to WPS Office for Seamless Document Management
If you are looking for a cost-effective way to handle mail merges, document generation, and PDF editing, WPS Office offers a powerful, lightweight alternative to Microsoft Office with high compatibility.
- 1. Download and Install: Get WPS Office for free from the official website and install it on your device.
- 2. Open Existing Documents: Open your Microsoft Word documents and Excel data sources directly in WPS Office without worrying about format loss.
- 3. Run Mail Merge and Export: Use the Mail Merge function under the References tab in WPS Writer to generate your personalized documents, then export them to PDF for secure sharing and signing.
Frequently Asked Questions
Why can't I see the Send in Bulk feature in Acrobat Sign?
The Send in Bulk (or Mega Sign) feature is restricted to specific subscription tiers. It is not available on the Acrobat Sign Individual plan and requires a higher-level business or enterprise plan.
Can I edit individual mail merge documents before sending them for signatures?
Yes. In your word processor, select 'Edit Individual Letters' during the mail merge process. This generates a new document where you can manually tweak specific pages before saving and uploading to your signature platform.
Do I need to save the merged document as a PDF first?
While many signature platforms accept standard word processing formats, saving your merged document as a PDF before uploading ensures that your formatting remains strictly locked and identical for all recipients.
