Workflow automation, populating an Excel "database" and mail merge and Adobe Sign


Job #: 8332 Post Date: 20.07.2017 13:32

We want to capture client details in reply to a standard form of email, those details to populate an Excel database, then use the database to provide information to Word for mail merge to generate forms to be sent to the clients using Adobe Sign to have them executed and returned with digital signatures.

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