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Using digital signature in the documents emailed via the Microsoft Word Mail Merge feature

Let’s say, I need several personal copies of my Agreement to be signed by specialist. They are away, but available via e-mail. Can I use the Signature feature in Microsoft Office Word and let my document be converted to Personal Pdf Files, then, sent immediately and individually to the addressees? – Yes!

First, I’m preparing my Agreement in a Word Document, then go to the Insert tab on the ribbon and select “Microsoft Office Signature Line”:

So, the document is ready to set the specialist’s hand on it:

Next, I start Mail Merge: go to the Mailings tab, select Step by Step Mail Merge Wizard:

This selection is important: “Letters” can be used for printing, but we will need e-mail messages:

I connect to my data source in the next step:

Then, I click “Merge & Send” on the ribbon (that is exactly the option provided by the Mail Merge Toolkit for Outlook add-in) – and fill in the fields: select the field containing e-mail address from my data source, type the subject line, and select “PDF Attachment (optimized for printing)” – with this message format, my document will be converted to a PDF file, and attached to my message:

In the next step, I can type my e-mail message text; using data source fields is supported as well:

If I open my message from Outlook Outbox – it looks individually and contains my PDF attachment:

After getting my message, the specialist can open my PDF file, select “Fill & Sign” – add his signature. Save changes and send the Agreement back to me via e-mail:

In this way, the opportunities of the Microsoft Word Mail Merge feature let me handle a very specific task: with the help of the Mail Merge Toolkit add-in and its important feature of converting messages to PDF, sending personal PDF files is enabled with the support of specific fields like “Signature Line”, even in the automatic mode.



This post first appeared on MAPILab's Blog | Add-ins For Microsoft Outlook, Pr, please read the originial post: here

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Using digital signature in the documents emailed via the Microsoft Word Mail Merge feature

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