Mail merge is a dynamic solution for the production of multiple documents dynamically after merging data from external sources like- xlsx, xls, csv, docx, rtf, txt and placing them into placeholders of document template and then finally creates WYSIWYG PDF and E-Mail outputs from template document after merging data from xlsx, xls, csv, docx, etc. Same designed template and data source can be reuse multiple times with small changes in external data sources , such as a change of address or a change in the greeting line, etc..Details
Mail merge is a desktop application for the production of multiple documents dynamically after merging data from external sources like- xlsx, xls, csv, docx, rtf, txt and placing them into placeholders of document template and then finally creates WYSIWYG PDF and E-Mail outputs from template document after merging data from xlsx, xls, csv, docx, etc. Same designed template and data source can be reuse multiple times with small changes in external data sources , such as a change of address or a change in the greeting line, etc..
Finally created outputs can be sent out to many "recipients" in the form of PDF or HTML formats with embedded images that can be used in any device like- Mobile , tabs, iphone, PC, etc. using any SMTP setting.
It can be your web, or public mail SMTP like:
Server Name- smtp.mail.yahoo.com
The application smartly fills external data into placeholders which were created while designing template from external data source and dragging data variables from Data Merge Palette into template document. It can be very useful for any organization that used to generate same kind of outputs for many people such that colleges, generating medical reports, hospitals, finance, insurance, company etc.
The application provides following features:
Note: The application can also be used for dynamically publishing to create PDF or HTML file from rsp (Rama Software document format) for printing or web purposes as it has ability to fill data into placeholders from multiple data sources like- xlsx, xls, csv, docx, rtf, txt.
Here are some simple steps-
Note: We are attaching sample document template and xlsx document for you to have basic idea on how to use what are capabilities of application. Please download these sample files at Mail Merge along with trial version of Mail Merge.
Creating New File New Print / Web Document with given width, height, number of pages
Excel file contains marks record of each students. You can have many/other type of data which is suited to your business. Bind each column of row records with variable, called data source variables. We will show and explain you every things with examples.
User can create binding source variables in which you can add new variables, edit existing variables, duplicate and can deleting any existing variables.
User can setup email address and its mail content. Explained later how to setup email list in E-Mail Setup section (Fig-7)
Drag and drop created data variables at desire location in text box or table cells object of template document.
Select any type of external data source from which you want to create data variables and bind them with any type of data source like- excel, docx, rft, text files.
This is very important and useful data source, you can create variable for each column data and place them (using drag n drop from palette to document in text mode) into the document template.
PS- Please keep one row for one customer as application assumes that each row data is for one customer and row can have many columns. The output would be created based on same assumption as one output for each row. There are 10 rows in below picture and maximum 10 outputs (PDF, HTML format) can be generated.
User can create data source variables from any of these formats like- docx, doc, rtf, text.
Note: We are also going to support PDF, html in major release.
Mail Merge application has capability to send email directly to the customers without any headache to send them manually.
User can setup email address and its email contents by selecting email address column from excel file.
User have check box option
Send Emails to send all the setup email after generating outputs from template as designed by user.
Create boxes for story contents, pictures, line, circles, etc to design your template and leave the space for dynamic contents which you want to pick from excel, docx, text, rtf files and rest of the document area can be filled with your contents which you want to send each customers. Finally drag and drop data variables from data merge palette into desire boxes.
See the below template in which we have drop (Placeholders) “Student Name”, “Class”, “Math”, etc. data variables which were created from EXCEL data and dropped into template and value (shown in Fig-2
Data Source File) of these placeholders would be filled from EXCEL file while outputting.
Here is the final output generated from above (Fig - 7) template in PDF and HTML format and same can be sent in e-mail if e-mail has been setup by user and
send emails check box is enabled.
Final PDF output after filing data from EXCEL file (Fig-2) into placeholders of templates.
Final e-mail output after filing data from EXCEL file (Fig-2) into placeholders of templates.
Contains all the supported types of box elements used to create on the document.
Measurement tool helps for designing templates/documents by applying different type of text formats like- color, bold, italic, underline, size, font, alignment, etc and for box formatting like- positioning of box, width, making box for automatic fit with text and color.
You can create simple graph to show business growth or for other purposes. It is currently supported only one type of graph and its functionality is very limited but next major release we have planned to support as much as possible types of graph with editing feature of already created graphs.
Following features are provided in file menus
These are the features currently supported in edit menu.
Auto Fit Box To Text: This is box level property and it is very useful feature. Contents of text box will automatically grow or shrink based on text edited/deleting from the box.
This option is provided to change document properties at any time in later state whenever you feel that document width, height, number of pages, margins (top, left, bottom, right) should be as per new requirement after creation of document.
Show/hide guides on the document to see how final output would be look.
This is very useful feature for designing template/document.
Provides following features:
Windows menu options are:
Following features are supported in the application Context menu. Menu would be enabled/disabled based on document object selection (text box, picture box, line, etc) and item mode selected in tool palette (Fig- 11).
MailSender is lightweight (smaller version) of Mail Merge application. It is simple and dynamic solution for sending bulk mails to valuable customers after merging data from external sources like- xlsx, xls, CSV, docx, rtf, txt. you just need to draft your mail and rest of the things will be done by MailSender like Name of customer, specific message to particular customer, even you can send specific file to specific customer in the attachment. You can keep all the static information or data (like advertisement or wishing notes) in the mail template and rest of data which are varying time to time can keep in MS Excel/MS Word Document. Later any changes made in MS Excel/MS Word document will reflect the same while sending mails to customer. MailSender application is made for the users who don't want to create text boxes, picture, line, tables boxes in the Mail Merge application's document and want only send simple mails without advertisement or additional information in the mails.Details
Mail Sender- Mail Sender is used to send multiple emails at once. These mails have identical layout formatting, text, graphics. Only specific section of each email varies and personalized. Mail Sender can be used to send bulk emails, letters and envelopes. There are three documents involved in the mail sending process.
Steps for How to use Mail Sender-
Step 1:The most important step in the mail sending process is to setup and prepare your data. You'll use your Excel spreadsheet as the data source for the recipient list.
Here are some tips to prepare your data for a mail merge. Make sure:
Column names in your spreadsheet match the field names you want to insert in your mail. For example, to address readers by their first name in your document, you'll need separate columns for first and last names etc.
All data to be merged is present in the first sheet of your spreadsheet.
Data entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that ‘Mail Sender’ can properly read their values.
The Excel spreadsheet to be used in the mail is stored on your local machine.
Changes or additions to your spreadsheet are completed before creating data fields in your mail template document in Mail Sender.
Step 2: Start the mail merge-
Step 3: Text Attributes-
The most beautiful part of composing email is to format/design your email contents with provided following options-
Step 4: Preview-
After you insert the data fields you want, preview the results to confirm that the content is okay. and then you're ready to send bulk mailing to your customer.
Step 5: Save your mail data fields-
When you save the mail data fields, it saved your data in current user data environment and it stays connected to your data source. You can reuse the mail data fields for your next bulk mailing.
Step 6: SMTP Settings: Most important part mailing is to setup smtp setting before sending emails.
Step 7: Send Emails-
Finally you are ready to send bulk email to your valuable customers. Just click on Send Emails Button.
XLSX Reader application allows you to open (.xlsx files only) and view a work book contents (text only) even Microsoft Excel does not installed on computer. XLSX Reader is also useful when you share your work book to someone who does not have MS Excel installed on his/her system. Application is capable to maintain formatting like- bold, italic, fonts, size, colours, hyperlinks,etc. You can scroll to view the different parts of a worksheet, and you can switch to another worksheet. You can also increase or reduce the width of cell.Details
PDF Creator for Microsoft Excel File application allows you to convert Microsoft Excel file to high quality PDF files in single or in bulk just choose root folder/file and the application will convert all the MS Excel files to selected folder. Application is also allow you to open any MS Excel file to view or edit its contents before converting it to PDF. All these you can do without installed Microsoft Excel in your computer. PDF Creator for Microsoft Excel File is also useful when you share your work book in form of PDF to someone who does not have MS Excel installed on his/her system. Application is capable to maintain formatting like- bold, italic, fonts, size, colours, hyperlinks,etc. You can scroll to view the different parts of a worksheet, and you can switch to another worksheet. You can also increase or reduce the width of cell.Details
Converter for Microsoft Excel File application allows you to convert Microsoft Excel file to high quality HTML, CSV, JPEG, Txt, and RTF files in single or in bulk just choose root folder/file and the application will convert all the MS Excel files to selected folder. Application is also allow you to open any MS Excel file to view or edit its contents before converting it to desire format. All these you can do without installed Microsoft Excel in your computer. Converter for Microsoft Excel File is also useful when you share your work book in form of CSV or HTML or any format to someone who does not have MS Excel installed on his/her system. Application is capable to maintain formatting like- bold, italic, fonts, size, colours, hyperlinks,etc. You can scroll to view the different parts of a worksheet, and you can switch to another worksheet. You can also increase or reduce the width of cell.Details
Web HTML To PDF is a desktop application which can be used to browse web pages and create high quality WYSIWYG PDF output for opened pages. The application also provided way import local HTML files and creates PDF from them. There is no need to keep pictures and content separately or in archive format, just need to create PDF and open it in any platform.Details
PDF Password Manager is a desktop application which can be used to open locked PDF files if password is saved in the application for that PDF. There is no need to remember and enter lengthy password again and again, you just need to save password only once. You can save as many password as you wish in the application for each PDF file, like password contains in bank statements, income tax returns, mobile bills, etc. If multiple PDF contains same password format, then you just need to save only one password and we also insure you that stored password is in encrypted format and it is very secure.Details
Set any number of password in 'PDF Password Manager Dialog' by providing reference name like- Bank, income tax, insurance receipt, mobile bills, etc. to unlock any number of PDF files for saved password in the application.
Open PDF file using drag and drop in application desktop icon or PDF main window or browsing any number PDF file from application main windows.