T1 Visual Field Mapping In The AutoMailMerge™ Plug-in For The Adobe® Acrobat®
Using Visual Field Mapping in AutoMailMerge
This tutorial explains how to use visual field mapping tool in the AutoMailMerge™ plug-in for the Adobe® Acrobat®. This tool establishes correspondence between data fields and PDF form fields for use in the mail merge process. This method is more efficient than a regular mapping method (mapping by field names) when PDF field names are long, complex or do not reflect the actual "meaning" of the field. The visual mapping tool allows to add field mapping just by double-clicking on the PDF form field and selecting an associated data field. There is no need to know the field name (for a form field) in order to establish a data mapping.
Input Document Description
The following tutorial is going to demonstrate how to produce personalized W-2 PDFs by using a mail merge operation with the help of AutoMailMerge plug-in.
The CSV (comma-separated values) data file is used for the data source. This kind of files can be created by Excel and any other spreadsheet application. It is also possible to use Excel spreadsheet directly. The input file contains personal data for 5 employees: first name, last name, employee`s SSN, employee`s address and ZIP code.
The goal is to establish correspondence between data fields and PDF form fields using a visual field mapping tool. This process is typically referred as "field mapping". The mappings are used for automatic filling of PDF form fields with data from the spreadsheet. 
You need a copy of the Adobe® Acrobat® Standard or Pro along with the AutoMailMerge™ plug-in installed on your computer in order to use this tutorial. You can download trial versions of both the Adobe® Acrobat® and the AutoMailMerge™.
Stage 1 - Visual Field Mapping
Step 1 - Open a PDF File
Start the Adobe® Acrobat® application and open a PDF form using “File > Open…” menu.
Step 2 - Open the "Mail Merge Field Mappings" Dialog
Select "Plug-Ins > Form Tools > Map Form Fields Tool" to open the "Mail Merge Field Mappings" dialog.
Step 3 - Select a Data Source
Click “Select Data Source…”.
Select a data type to use from the list. Click "OK" once done.
Choose a data file you are planning to use for the mail merge. Click "Open".
Step 4 - Set Field Mapping
Navigate to the page with the field(s) you need to add data mappings. The form fields are highlighted with the thick red border. Double-click on the form field to assign mapping to a data field(s).
Select a corresponding data field in the "Select Mapping For..." dialog. Click "OK" to add selected mapping.
Step 5 - Set More Field Mappings
Once the form field has been mapped to the data field it will be highlighted with the green border. Repeat the step 4 for each form field that needs to be mapped.
Step 6 - View Mappings (Optionally)
You can review current set of mappings by clicking "View Mappings…" button.
To delete an existing mapping, select it from the list and click “Delete Mapping” button. Click "OK" once done.
Step 7 - Save Mappings
Once all mappings are defined, press the "Save Mappings…" button.
Specify a folder, a file name and save the mappings into the *.fmaps file. This file can be later used in the mail merge process.
Step 8 - Close the "Mail Merge Field Mappings" Tool
Press the “Close” button to exit the "Mail Merge Field Mapping" tool.
Stage 2 - Mail Merge
Step 9 - Open the "Mail Merge" Dialog
Select "Plug-Ins > Mail Merge…" to open the "Mail Merge" dialog.
Step 10 - Start Editing Mail Merge Settings
Clear current settings if necessary. Press the "Edit Settings…" button.
Step 11 - Select Data File
Press the "Browse…" button in the "Data Source" dialog to select the input data file.
Select a data type to use from the list. Click "OK" once done.
Choose the same data file that was previously used for the data mapping at the step 3. Click "Open".
Step 12 - Load Field Mappings
Now load field mappings that have been previously created by clicking "Load Mappings..." button in the "Data Source" screen.
Select the *.fmaps file that contains field mappings. Click “Open”.
 Click "OK" once the mappings are loaded.
Step 13 - Eximine the Data Source Selection
If field mappings are matching the currently selected data file, then you should be able to see all previously defined mapings. Click "Next>" to advanced to the next step.
Step 14 - Specify Field Options
Use the "Specify Field Options" screen to control if output form fields should remain editable or not. Check "Flatten output PDF documents" option to make form fields in output files non-editable. Click "Next>" to proceed.
Step 15 - Specify Output Options
Use "Select Output Options" screen to control where and how to save output PDF documents. Click "Browse…" to specify an output folder. Software offers a number of different options including using data fields anywhere in the file name. Optionally, specify output and file naming options. Click "Next>" to proceed.
Step 16 - Specify Watermarking Options
Optionally, specify watermarking options and click "Next>" to proceed.
Step 17 - Specify Security Settings
Optionally, specify security and document access rights settings. Click "Next>" to proceed.
Step 18 - Specify E-mail Options
Optionally, specify e-mail options and click "Next>" to proceed.
Step 19 - Specify JavaScript Actions
Optionally, specify JavaScript actions and click "Finish".
Step 20 - Finish Editing Mail Merge Settings
Optionally, save mail merge settings into the *.mms file for a later use by pressing the "Save Settings" button. Use the "Load Settings" button to load settings back later. Click "OK" to finish editing mail merge settings and start the mail merge process.
Step 21 - Selecting Data Records (Optionally)
Optionally, click "View and Filter Data Records…" if it is necessary to run mail merge only on the subset of the data records. Otherwise, press "Run Mail Merge" button to start the actual mail merge process.
Use the "View and Filter Data Records" dialog to inspect data records and specify what records should be used for the mail merge. Originally, all records from a selected data source are selected for processing. You can click on this checkbox to manually select or unselect records for processing. Each record that has a checkmark in the first column will be used in the mail merge process. All unselected records will be skipped. Use "Select Records..." button to select only a specific range of records.
Step 22 - Start the Mail Merge Processing
Press the "Run Mail Merge" button in the "Confirm Processing" dialog to start mail merge processing.
Step 23 - Check the Mail Merge Results
The "Mail Merge Results" dialog will appear once a mail merge is completed. The dialog will list any errors that occurred during the processing. Click "OK" to close this dialog and open an output folder where generated PDF files are stored.
Step 24 - Examine Output Files
Examine output files by opening them in the Adobe® Acrobat® and check if they satisfy project requirements.