It is possible to distribute letters with information to digital post recipients using the Letter merge and distribute to digital post functionality via DocuNotes NgDP, with an excel document as the source instead of the address book.
<aside> 💡 Tip:
The functionality uses Microsoft Word's well-known letter merge function. A document template with letter merge fields can be advantageously used for several repeated mailings with few changes. Read about how to do this via this link Letter merge - creation based on an existing document template without letter merge fields is discussed further down.
To be able to distribute the prepared mail merge document, the following requirements apply to the content of the Excel source.
| Top row | This row is used to identify the merge fields in the document, as well as indicate the "CPR/CVR" and "Name" column in the "New shipment" window. |
|---|---|
| A column with CPR/CVR numbers for the primary contact | This column is used to identify recipients, as well as separate recipients in both the "recipient window" in the new shipment, and the distribution report. (see image example below - Column "B" - marked in red.) |
Please Note: **CPR and CVR numbers can be mixed in the same column!
Furthermore, it is also possible to connect up to 2 guardians directly to the primary contact. In that case, they must also have two columns. (See example image below with columns "E-F" and "G-H" marked in red.)
<aside> ⚠️ Please note:
The following is an example of an Excel source where columns B, C, E, F, G, and H are used to identify the recipients (see table above), and the rest solely serve as merge fields.
