How to use Mail Merge step??
Mail merge plugin step creates multiple documents in bulk at once based on a template as a reference.
These documents have identical layout, formatting, text, and graphics. The template has tags
which are replaced in each document. Hence, the documents vary and are personalized.
How this Step works:
Mail Merge step requires one .docx template file as input (Ex. D:\Mail Merge\demo.docx)
Click on Get Fields, Field Names are get filled automatically from your Docx file.
After that select respective Field Values from the previous step/ you can hardcode it.
Provide a path to Destination Directory, where you have to save the output file.
After this, select Destination File Name i.e, your output filename.
Attached is sample workflow and template for reference:
Note: The workflow is only for sample purpose, you can modify and implement as per requirement.
Enjoy the automation with ☞ AutomationEdge!!