Forum Discussion
Merge Fields or attach PDF
Hello: I am doing some research on different forms of mass document production, and which would be the least time consuming. The base document is a standard template with a few existing merge...
Doug, thank you for the very informative and detailed response.
I guess my question was a simple one. If one has a choice between attaching a PDF, or instead merging data into several different merge fields, which one would be the quickest procedure? I am looking at a situation where thousands of documents would be created, so every keystroke counts.
If you want to produce a single pdf for each record in the data source, the best thing would be to start with a mail merge main document that contained all of the content. If the result is not required to be emailed, use the Merge to Individual Documents facility of my Merge Tools Add-in. If it is to be emailed, use the Merge with Attachments facility, selecting Merge to Email as PDF Attachment destination, which will create an individual pdf for each record, saving it to your computer, as well as emailing it to the email address(es) contained in a field in the data source.