Note: the maximum allowed quantity of recipients is 100. To - to create merged documents for a range of records (in this case you need to specify two values: the number of the first record and the last record in the desired range)
#PDF MAIL MERGE PDF#
PDF - to create a single document in the PDF format that includes all the merged copies so that you can print them later.Select the necessary option from the Merge to list: You can start mass mailing or save the result as a file in the PDF or Docx format to be able to print or edit it later. To replace an inserted field, disable the Preview results mode, select the field with the mouse, click the Insert Merge Field button at the right sidebar and choose a new field from the list.To delete an inserted field, disable the Preview results mode, select the field with the mouse and press the Delete key on the keyboard.Use the arrow buttons to preview versions of the merged document for each record. Turn on the Preview results switcher at the right sidebar to view the document text with the merge fields replaced with actual values from the data source.Turn on the Highlight merge fields switcher at the right sidebar to make the inserted fields more noticeable in the document text.Add all the fields you need anywhere in the document. The available fields correspond to the data in the first cell of each column of the selected data source. Place the mouse cursor in the text of the main document where you want a merge field to be inserted, click the Insert Merge Field button at the right sidebar and select the necessary field from the list.Insert merge fields and check the results.To discard the changes, click the Close button. After all the necessary changes are made, click the Save & Exit button.
#PDF MAIL MERGE HOW TO#
Note: to learn more on how to use the Find and Replace tool you can refer to the Search and Replace Functions section of the Spreadsheet Editor help. to search for a certain value and replace it with another one, if necessary It must contain the main text which will be the same for each version of the merged document. Open an existing text document or create a new one.If you are goung to send results by email, the spreadsheet must also include a column with the recipients' email addresses. During the merge process, a copy of the main document will be created for each record and each merge field inserted into the main text will be replaced with an actual value from the corresponding column.
a set of values that belongs to a certain recipient). Each row in the spreadsheet should correspond to a separate record (i.e. Each column should contain a set of actual values for a variable. variables that you can insert into the text). The spreadsheet should have a header row with the column titles, as values in the first cell of each column will designate merge fields (i.e.
Open an existing spreadsheet or create a new one and make sure that it meets the following requirements.
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