Adobe 22020807 User Guide - Page 86

Set up automatic email archiving, Create PDFs from Word mail merges, Maintain Log Of Archival

Page 86 highlights

USING ACROBAT 9 PRO 80 Creating PDFs Set up automatic email archiving 1 Do one of the following: • (Outlook) Choose Adobe PDF > Setup Automatic Archival. • (Lotus Notes) Choose Actions > Setup Automatic Archival. 2 On the Automatic Archival tab of the Acrobat PDFMaker dialog box, select Enable Automatic Archival. Then select options for Frequency and the time of day at which automatic archiving occurs. 3 Select other options, according to your needs: Maintain Log Of Archival Creates a record of each archiving session. Choose File Specifies the name and location of the archiving log. Embed Index For Faster Search Creates an index that you can search to find specific words or characters instead of having to search each individual document. 4 Click Add, and select the email folders and subfolders. Then select or deselect the Convert This Folder And All Sub Folders option, as preferred, and click OK. 5 In the Save PDF Archive File As dialog box, select a name and location for the archived email PDF. Then click Open. 6 Review the settings and the archive folder names listed in the Acrobat PDFMaker dialog box, and do any of the following: • To add other email folders to the list, click Add and select the folder. • To remove folders from the list, select the folders and click Delete. • To change an archive file, select any folder name from the list, click Change Archive File, and specify the name and location. • To start archiving email immediately, click Run Archival Now. Create PDFs from Word mail merges Mail merges from Word generate documents like form letters-for one common example-which are personalized with information like the names and addresses of the individuals to whom they will be sent. With Acrobat PDFMaker, you can save steps by using a Word mail merge document and corresponding data file to output mail merges directly to PDF. You can even set up PDFMaker to attach those PDFs to email messages that are generated during the PDFcreation process. Note: For information on setting up files for the Word Mail Merge feature, see Microsoft Office Word Help. 1 In Microsoft Word, open the template that you have created as the basis of your mail merge, or create the file using the Word Mail Merge toolbar and Mail Merge wizard, as needed. Important: Do not complete the mail merge in Word. Instead, set up and preview the mail merge as usual, so that you can verify that the merge will work correctly. 2 Do one of the following: • Choose Adobe PDF > Mail Merge To Adobe PDF. • Click the Mail Merge To Adobe PDF button on the Mail Merge toolbar (View > Toolbars > Mail Merge). • (Word 2007) From the Acrobat ribbon, click Mail Merge. 3 In the Acrobat PDFMaker - Mail Merge dialog box, select the options you want: • To specify which records in the data file will be imported into the merged files, select All or Current, or enter a range of pages by typing in the From and To boxes. Last updated 9/30/2011

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80
USING ACROBAT 9 PRO
Creating PDFs
Last updated
9
/30/2011
Set up automatic email archiving
1
Do one of the following:
(Outlook) Choose Adobe PDF > Setup Automatic Archival.
(Lotus Notes) Choose Actions > Setup Automatic Archival.
2
On the Automatic Archival tab of the Acrobat PDFMaker dialog box, select Enable Automatic Archival. Then select
options for Frequency and the time of day at which automatic archiving occurs.
3
Select other options, according to your needs:
Maintain Log Of Archival
Creates a record of each archiving session.
Choose File
Specifies the name and location of the archiving log.
Embed Index For Faster Search
Creates an index that you can search to find specific words or characters instead of
having to search each individual document.
4
Click Add, and select the email folders and subfolders. Then select or deselect the Convert This Folder And All Sub
Folders option, as preferred, and click OK.
5
In the Save PDF Archive File As dialog box, select a name and location for the archived email PDF. Then click Open.
6
Review the settings and the archive folder names listed in the Acrobat PDFMaker dialog box, and do any of the
following:
To add other email folders to the list, click Add and select the folder.
To remove folders from the list, select the folders and click Delete.
To change an archive file, select any folder name from the list, click Change Archive File, and specify the name and
location.
To start archiving email immediately, click Run Archival Now.
Create PDFs from Word mail merges
Mail merges from Word generate documents like form letters—for one common example—which are personalized
with information like the names and addresses of the individuals to whom they will be sent. With Acrobat PDFMaker,
you can save steps by using a Word mail merge document and corresponding data file to output mail merges directly
to PDF. You can even set up PDFMaker to attach those PDFs to email messages that are generated during the PDF-
creation process.
Note:
For information on setting up files for the Word Mail Merge feature, see Microsoft Office Word Help.
1
In Microsoft Word, open the template that you have created as the basis of your mail merge, or create the file using
the Word Mail Merge toolbar and Mail Merge wizard, as needed.
Important:
Do not complete the mail merge in Word. Instead, set up and preview the mail merge as usual, so that you
can verify that the merge will work correctly.
2
Do one of the following:
Choose Adobe PDF > Mail Merge To Adobe PDF.
Click the Mail Merge To Adobe PDF button on the Mail Merge toolbar (View > Toolbars > Mail Merge).
(Word 2007) From the Acrobat ribbon, click Mail Merge.
3
In the Acrobat PDFMaker - Mail Merge dialog box, select the options you want:
To specify which records in the data file will be imported into the merged files, select All or Current, or enter a range
of pages by typing in the From and To boxes.