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Mail Merge into PDF?

pluto1415
Registered: Jul 1 2008
Posts: 11

We would like to create a form in PDF (it's a contract so we only want the other departments to be able to modify things like Name, Address, etc...) in our legal department.

Then we would like another department to be able to open the form in PDF and use an Excel file that is exported from our database to fill in the fields (like a mail merge, only it won't actually get mailed).

Then, if possible, we would like that 2nd department to be able to somehow "lock" that document so that it cannot be changed, so that it can be emailed (and printed and fedexed) to our clients for signature.

We are thinking if we purchase 9 pro for the legal department and 9 standard for the other departments we should be able to do this, but we want to be sure before we spend an estimated 10-20K on software. Can anyone confirm?

pluto1415
Registered: Jul 1 2008
Posts: 11
Anyone?

I don't want you to tell me how to do it, just if it's possible and if the suggested Pro/Standard arrangment sounds like it will work.
photoaz
Registered: Aug 10 2007
Posts: 45
I am working with a contract department of a large university and this is how we are doing this same thing.

Since there are different types of contracts for different things we are making up a worksheet for others to fill out as to needs and wants. This information comes back, imported to a spreadsheet and a contact officer looks at it and then makes up the contract that works best. This contact goes out for comments and markup for final contact.

The spreadsheet is also used to track departments, costs, and all that other stuff management loves.

They have found this moves the contract quicker and with less revision. Also only the contract department needs the full version of Acrobat since everyone else on Campus is using the Adobe Reader.

Bill Guy