I've been doing some preliminary research regarding data merging.
I have a client requesting layouts of essentially sales package components.
His current workflow is to use Word to data merge with Outlook then self-print the package pieces. The design of the pieces is, well, poor. So he wants better design. The trick is he doesn't have Indesign (not a surprise) and I don't expect him to get Indesign. And I refuse to use Microsoft Word for layout. I've already tried to dissuade him a bit explaining that if what he's doing is working, why complicate and change things.However, he's persistent.
So a bit of research tells me I can use Acrobat forms to data merge with an Excel file. This may work. But I'm having some difficulty configuring things in Indesign (using CS5.5 but can use CS6 or CC if needed).
I can easily designate form fields in Indesign by using underscores. Acrobat then will automatically read the underscores as a form field.
The problem occurs when I want the layout to be a bit dynamic. I want a form field to adjust to fit it's contained text and eliminate any underscores. Without underscores Acrobat doesn't see form fields. I can manually place fields in Acrobat, but this requires me to leave a big open space in the Indesign layout.
Are there any tips, links, or other information you can provide which can explain how to use dynamic form fields in Acrobat (if that is possible), and how to best configure an Indesign file for PDF Form output?
I have a suspicion that I am not going to be able to get the dynamic text flow from PDFs which he's getting from Word, or which I could achieve via data merge within Indesign. I do not want to be responsible for his data-merge though. I just want to configure things so he can do it without Indesign.