Mail Merge Step! Easy Way to Create Multiple Documents Using Template📃

Self-Help & Learn
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How to use Mail Merge step??

Summary:

  1. Mail merge plugin step creates multiple documents in bulk at once based on a template as a reference.

  2. 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:

  1. Mail Merge step requires one .docx template file as input (Ex. D:\Mail Merge\demo.docx)

  2. Click on Get Fields, Field Names are get filled automatically from your Docx file.

  3. After that select respective Field Values from the previous step/ you can hardcode it.

  4. Provide a path to Destination Directory, where you have to save the output file.

  5. After this, select Destination File Name i.e, your output filename.

    Mail Merge
    Mail Merge795×517 60.4 KB

Attached is sample workflow and template for reference:

WF_Mail Merge.psw (14.9 KB)
demo.docx (11.8 KB)

Note: The workflow is only for sample purpose, you can modify and implement as per requirement.

Enjoy the automation with ☞ AutomationEdge!!

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