Mail Merge to a Fillable PDF

Jordan Carta

Is it possible to do a mail merge to a fillable PDF?

Kylea Johnson

@Jordan Carta

Do you mean you have fillable pdfs you want to merge INTO or you want the RESULT to be a fillable pdf?

Jordan Carta

@Kylea Johnson

We have a fillable pdf that we want to merge into

Jordan Carta

@Kylea Johnson
Sorry for the delayed response.

We would like to merge into the fields of an existing fillable form.

Alex Wong

@Jordan Carta
this is not directly possible, I think there are some workaround out there in the wild, but nothing really officially supported. try googling your title and you may find some.

What you want to do is possible using Power Automate and SKY API (IF you are on RE NXT), though will require expertise in these areas or use a partner service like Letter Box.

Jordan Carta

@Alex Wong I did see that as an option but i wasn't sure if anyone else had managed any other ways.

Thank you for confirming for me!

Pat Phillips

@Jordan Carta I use a word document and merge data from RE for acknowledgement letters. Not sure what data you want to export, but it may be possible using a Word merge document.