Adobe Acrobat & AutoMailMerge Specialist Needed
Budget: £10 – £60 GBP
Overview
We need an expert to use Adobe Acrobat Pro with EverMap AutoMailMerge to batch-populate 60+ UK application forms from CSV data.
Your role is to:
Standardise our spreadsheet headers to UK conventions,
Build and save a reusable AutoMailMerge mapping/settings file for every PDF,
Generate correctly named outputs (fillable, and optionally flattened), and
Provide documentation so the process can be repeated in-house.
Mandatory: You must use AutoMailMerge (no alternative methods).
Responsibilities
1. Form Audit & Preparation
Review all 60+ PDFs, group into form types/versions.
Check every field is fillable and consistently named; fix ambiguous names (e.g. Text1 → given_name).
Identify UK-specific fields: postcode, town/city, county, NI number, DOB (DD/MM/YYYY), UK phone, NHS number, sort code, account number.
2. Data Standardisation
Review our spreadsheets with mixed headers.
Propose a canonical UK header schema.
Conventions:
Dates = DD/MM/YYYY
Postcodes = uppercase with correct spacing (SW1A 1AA)
Phones = UK local spacing (020 7946 0321) or +44 when required
Currency = GBP (£)
Add/remove/rename headers to match the schema.
Deliver a data dictionary + header crosswalk.
Apply light cleanup (trim, title-case names/addresses, Yes/No normalisation).
3. Mail Merge Mapping (AutoMailMerge)
In Acrobat Pro: set up AutoMailMerge using the canonical CSV.
Map canonical headers → PDF fields, including checkboxes/radios and UK formats.
Save and export a mapping/settings file for each PDF (so it can be re-used later).
4. Batch Generation & Output
Run AutoMailMerge to create one PDF per record.
Use a consistent UK-friendly naming convention:
FormType_Surname_GivenName_DDMMYYYY_RecordID.pdf
Provide outputs in both fillable and (when requested) flattened form.
Organise by form type; include merge logs and error reports.
5. Quality Assurance
Pilot test on sample forms.
Verify:
Dates show DD/MM/YYYY.
Postcodes are formatted correctly.
UK phone numbers spaced correctly.
NI number (QQ 12 34 56 C), sort code (NN-NN-NN), and account number (8 digits) formats.
Confirm no text clipping, multi-line wrapping works, and diacritics display.
6. Documentation & Handover
Deliver the AutoMailMerge settings file for each PDF, plus a short mapping spec.
Provide a simple Runbook (with screenshots) for re-runs.
Supply logs, error reports, and a completion summary.
Deliverables
Clean canonical CSV + data dictionary + header crosswalk.
Per PDF: AutoMailMerge mapping/settings file + mapping spec.
Batch-generated PDFs (fillable + flattened).
Merge logs and error logs.
Runbook for repeat use.
Acceptance Criteria
AutoMailMerge is the only method used.
100% of form fields mapped (unless marked N/A).
All UK formatting rules applied.
A working AutoMailMerge settings file provided for every individual PDF.
Correct naming, no missing outputs, no clipped text.
Complete documentation and QA checks delivered.
Skills Required
Strong experience with Adobe Acrobat Pro + AutoMailMerge.
Confident with UK data formats (dates, postcodes, NI, NHS, banking, phones).
Advanced Excel/Google Sheets for cleaning and transforming data.
Ability to document and hand over a repeatable workflow.
GDPR/PII data handling and NDA compliance.
We need an expert to use Adobe Acrobat Pro with EverMap AutoMailMerge to batch-populate 60+ UK application forms from CSV data.
Your role is to:
Standardise our spreadsheet headers to UK conventions,
Build and save a reusable AutoMailMerge mapping/settings file for every PDF,
Generate correctly named outputs (fillable, and optionally flattened), and
Provide documentation so the process can be repeated in-house.
Mandatory: You must use AutoMailMerge (no alternative methods).
Responsibilities
1. Form Audit & Preparation
Review all 60+ PDFs, group into form types/versions.
Check every field is fillable and consistently named; fix ambiguous names (e.g. Text1 → given_name).
Identify UK-specific fields: postcode, town/city, county, NI number, DOB (DD/MM/YYYY), UK phone, NHS number, sort code, account number.
2. Data Standardisation
Review our spreadsheets with mixed headers.
Propose a canonical UK header schema.
Conventions:
Dates = DD/MM/YYYY
Postcodes = uppercase with correct spacing (SW1A 1AA)
Phones = UK local spacing (020 7946 0321) or +44 when required
Currency = GBP (£)
Add/remove/rename headers to match the schema.
Deliver a data dictionary + header crosswalk.
Apply light cleanup (trim, title-case names/addresses, Yes/No normalisation).
3. Mail Merge Mapping (AutoMailMerge)
In Acrobat Pro: set up AutoMailMerge using the canonical CSV.
Map canonical headers → PDF fields, including checkboxes/radios and UK formats.
Save and export a mapping/settings file for each PDF (so it can be re-used later).
4. Batch Generation & Output
Run AutoMailMerge to create one PDF per record.
Use a consistent UK-friendly naming convention:
FormType_Surname_GivenName_DDMMYYYY_RecordID.pdf
Provide outputs in both fillable and (when requested) flattened form.
Organise by form type; include merge logs and error reports.
5. Quality Assurance
Pilot test on sample forms.
Verify:
Dates show DD/MM/YYYY.
Postcodes are formatted correctly.
UK phone numbers spaced correctly.
NI number (QQ 12 34 56 C), sort code (NN-NN-NN), and account number (8 digits) formats.
Confirm no text clipping, multi-line wrapping works, and diacritics display.
6. Documentation & Handover
Deliver the AutoMailMerge settings file for each PDF, plus a short mapping spec.
Provide a simple Runbook (with screenshots) for re-runs.
Supply logs, error reports, and a completion summary.
Deliverables
Clean canonical CSV + data dictionary + header crosswalk.
Per PDF: AutoMailMerge mapping/settings file + mapping spec.
Batch-generated PDFs (fillable + flattened).
Merge logs and error logs.
Runbook for repeat use.
Acceptance Criteria
AutoMailMerge is the only method used.
100% of form fields mapped (unless marked N/A).
All UK formatting rules applied.
A working AutoMailMerge settings file provided for every individual PDF.
Correct naming, no missing outputs, no clipped text.
Complete documentation and QA checks delivered.
Skills Required
Strong experience with Adobe Acrobat Pro + AutoMailMerge.
Confident with UK data formats (dates, postcodes, NI, NHS, banking, phones).
Advanced Excel/Google Sheets for cleaning and transforming data.
Ability to document and hand over a repeatable workflow.
GDPR/PII data handling and NDA compliance.