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Mail Merge

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

Mailing Labels Mail Merge Images
Mail Merge with Letter Formats Envelopes
Invoice Mailmerge Events
Nested Mail Merge

Mailing Labels

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

Mailing Labels created using Essential DocIO

Template Document before mail merge

Mailing Labels created using Essential DocIO

Mailing Labels created using Essential DocIO

Mail Merge Images

Fields can also be defined in templates as placeholders for images.

Mail Merged document with Images

Mail Merged document with Images

Mail Merge with Letter Formats

Personalized letters created from mail merge, referred to as letter formatted documents, can be created from a pre-formatted template, in Essential DocIO.

Letter Formatted Document

Template Document

Letter Formatted Document

Letter Formatted Document

Envelopes

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

Envelopes created using Essential DocIO

Envelopes created using Essential DocIO

Map Data Fields

Using map data fields option, the template document and the data source with different data field names can easily be mapped.

Code required for mapping fields using Essential DocIO

Code required for mapping fields using Essential DocIO

Invoice

The advanced Mail Merge capabilities of DocIO makes it an ideal reporting solution for dynamically generating richly formatted invoices.

DocIO

Invoice created using Essential DocIO

Mailmerge Events

DocIO offers two events for Mailmerge 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

The resultant document after mail merge

Nested Mail Merge

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

Nested Mail Merge using Essential DocIO

Template and Resultant document in Report format

Nested Mail Merge using Essential DocIO

Template and Resultant document in Letter format

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