(Dansk version)

Overview

Since every letter merge document is created from template, it is reasonable and time-saving to place all unchanging input into the template. See about preparing of templates and mergefields here Merge of properties to documents.

<aside> 💡 TIP:

• It is possible to use letter merge with excel as source and distribute this to digital mail. (Distribution to digital mail - Letter merge with Excel source) </aside>

<aside> ⚠️ Please note:

• If the merge fields don't work properly when previewing the letter merge for the "recipients" in "Digital mail - new distribution", it might be changes in word.
• As a workaround, show the merge code in the document (keys "Alt+F9") and ad "\* MERGEFORMAT", making it look like this
  • {MERGEFIELD Contact_Name \* MERGEFORMAT}
• This needs to be done for all letter merge fields. </aside>

Creating letter merge document from template

Once the template is ready, it's time to create a main document that will be used for merging data.

To create a letter merge document:

1. Navigate to the case or document folder, and do one of the following:
   • On the Ribbon bar, select New document, and then select Letter merge document;
   • Using navigation tree in the left pane, right-click the business unit, and select Create > Letter merge document from the contextual menu;
   • When inside the case or document folder, right-click in the explorer window, and select Create > Letter merge document from the contextual menu;

1. Select the data source file:
   • DocuNote letter mailing list - the list of recipients generated from DocuNote address book. Can be easily updated at any time. For details, see Creating letter mailing list - Letter merge. If used, the system will generate the Excel document (xslx) with all system and custom fields available for contacts from the letter mailing list. The names of custom fields will start with the prefix Person_ or Company_ depending on the type of contact in the letter mailing list.
   • Use DocuNote Excel document (xslx) as data source allows you to use DocuNote xslx document as a data source file. Only published documents can be used. If used, the data source file is created as a virtual copy of the original document. In this case, in order to update the data source file, one should update the original document.
   • Upload Excel document (xslx) from PC allows you to upload external xslx document as a data source file. When uploaded, the document will be attached to the letter merge document. The attachment can be easily updated at any time.

1. In the template library, select the template that you have just configured:

<aside> 💡 Tip:

• Use the Search box at the top to quickly find the template by its name. </aside>

1. Click Create.

Once created, the data source file is automatically attached to the main document.

<aside> 💡 Tip:

• Whenever there is any change in DocuNote address book, you can easily update the data source file by right-clicking it and selecting Update letter merge source from the contextual menu. This works only for data source files based on letter mailing lists. </aside>