DocuNote allows you to create MS Word 07/10 letters and merge personalized data into each letter. For example, when the contacts receive your message, it will be individually addressed to "Dear John" instead of "Dear Customer".
Glossary:
Letter mailing list: A way of grouping contacts in DocuNote Address book. Used to collect personalized information of contacts and companies in one place. You might want to create several letter mailing lists for different purposes, like "Invitation to seminar" or "Christmas cards".
Letter merge document: The main document containing the information that remain the same for each version of the merged document. Created from DocuNote template.
Data source file: An xslx. file that contains the data that varies in each copy of a merged document. For example, a data source can include the name and address of each recipient from the contact database. Data source file can be generated from DocuNote address book or any xslx document that is uploaded to DocuNote.
Data field: A category of information in a data source. A data field corresponds to one column of information in the data source. The name of each data field is listed in the first row (header row) of the data source. "PostalCode" and "LastName" are examples of data field names. Data fields can be system (System field types ) or custom (Custom field types).
Merge field: A placeholder that you insert in the main document. Merge fields tell Microsoft Word where to insert specific information from the data source. For example, insert the merge field "City" to have Word insert a city name, such as "Paris," that is stored in the City data field.
Merged document: The document that is created by merging the data from the data source into the main document.
See also: