Word Mail Merge->PDF->Auto Name

Take this:

1. Mail Merge in Word

Use Microsoft Word's mail merge feature to create individual documents:

• Data Source: Use your employee spreadsheet as the source.
• Mail Merge Setup: Link the spreadsheet to your employment agreement template in Word and generate the merged documents for all employees.
• VBA for Automation: Automate the merge process and save each document with the employee's name:

Sub MailMergeAndSave()
    Dim wdDoc As Document
    Dim wdMergeDoc As Document
    Dim employeeName As String
    Set wdDoc = Documents.Open("YourTemplatePath")

    With wdDoc.MailMerge
        .OpenDataSource Name:="YourSpreadsheetPath"
        .Destination = wdSendToNewDocument
        .Execute
    End With

    For Each wdMergeDoc In Application.Documents
        employeeName = wdMergeDoc.MailMerge.DataSource.DataFields("EmployeeName").Value
        wdMergeDoc.SaveAs2 "C:\Path\" & employeeName & ".docx"
        wdMergeDoc.Close
    Next wdMergeDoc
    wdDoc.Close
End Sub

2. Convert to PDF

Automate Word to convert the saved Word documents into PDF format:

• Use VBA or a Python library like win32com to handle this step.
• Python Example (with win32com):

import os
import win32com.client

word = win32com.client.Dispatch("Word.Application")
word.Visible = False

input_folder = "C:\\Path\\"
output_folder = "C:\\Path\\PDFs\\"

for filename in os.listdir(input_folder):
    if filename.endswith(".docx"):
        doc_path = os.path.join(input_folder, filename)
        pdf_path = os.path.join(output_folder, filename.replace(".docx", ".pdf"))
        doc = word.Documents.Open(doc_path)
        doc.SaveAs(pdf_path, FileFormat=17)  # 17 is the PDF format code
        doc.Close()

word.Quit()

3. Automate Digital Signature Requests

Use Adobe's API or Acrobat Actions to request digital signatures:

• Adobe Acrobat API: Use the Adobe Sign API to send documents for digital signatures programmatically.
• Python (with Adobe API): Install the required libraries and authenticate to use Adobe's services for document distribution.

4. Email Automation

Send the signed PDF files via email:

• Use Python's smtplib or an email library like yagmail to automate the email process.
• Sample:

import smtplib
from email.mime.text import MIMEText
from email.mime.multipart import MIMEMultipart
from email.mime.base import MIMEBase
from email import encoders

sender_email = "email address removed for privacy reasons"
sender_password = "your_password"

with open("C:\\Path\\employee_list.csv", "r") as file:  # Replace with your spreadsheet reader
    for line in file:
        employee_email, pdf_path = line.strip().split(",")  # Customize for your data structure

        message = MIMEMultipart()
        message["From"] = sender_email
        message["To"] = employee_email
        message["Subject"] = "Your Employment Contract"

        body = "Dear Employee,\n\nPlease find attached your employment contract for this year."
        message.attach(MIMEText(body, "plain"))

        with open(pdf_path, "rb") as attachment:
            part = MIMEBase("application", "octet-stream")
            part.set_payload(attachment.read())
            encoders.encode_base64(part)
            part.add_header(
                "Content-Disposition",
                f"attachment; filename= {pdf_path}",
            )
            message.attach(part)

        with smtplib.SMTP("smtp.gmail.com", 587) as server:
            server.starttls()
            server.login(sender_email, sender_password)
            server.sendmail(sender_email, employee_email, message.as_string())