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Mail Merge

Essential DocIO lets you perform mail merge functionalities on templated documents with placeholders called mail merge fields. Essential DocIO can open these templates in-memory and replace the fields with data from custom datasources.

Mailing Label Image
Letter Format Envelope
Invoice Event
Nested Mail Merge

Mailing Label

Using the Mail Merge functionality offered by Essential DocIO, mailing labels can be generated and printed. A main document is merged with a datasource containing information specific to each mailing label. The document content in mail merge with group markers will automatically be repeated for every record in the datasource.

Mailing Labels created using Essential DocIO

Template Document-Before Mail Merge

Mailing Labels created using Essential DocIO

Mailing Labels created using Essential DocIO

Image

Fields on templates can also be specified as placeholders for images.

Mail Merged document with Images

Mail Merged Document with Images

Letter Format

Personalized letters created from Mail Merge are referred to as letter formatted documents. These can be created from pre-formatted templates in Essential DocIO.

Letter Formatted Document

Template Document

Letter Formatted Document

Letter Formatted Document

Envelope

Using the Mail Merge feature, custom envelopes can be created for mass mailing. The return address can be made the same on all envelopes, while the destination addresses can be made different.

Envelopes created using Essential DocIO

Envelopes Created Using Essential DocIO

Invoice

The advanced Mail Merge capabilities of Essential DocIO make it an ideal reporting solution for dynamically generating, richly-formatted invoices.

DocIO

Invoice Created Using Essential DocIO

Event

Essential DocIO offers two events for Mail Merge to enhance and cusotmize its use and functionality. They are:

  • MergeField - Used to enhance and format the merge fields that are in the document
  • MergeImageField - Used for fomatting merged images

Mailing Labels created using Essential DocIO

Template Document Before Mail Merge

Merge Fields created using DocIO

Merge Field-Event

Merge Image Fields created using DocIO

Merge Image Field-Event

Merge Image Fields created using DocIO

Document After Mail Merge

Nested Mail Merge

Nested Mail Merge feature can be used to generate documents from hierarchical content.

Nested Mail Merge

Template and Mail Merged Document in Report Format

Nested Mail Merge

Template and Mail Merged Document in Letter Format

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