Merge Setup
How to schedule mail merge of documents at a preferred time?
You can schedule to make Writer send your merged documents at any preferred date or time. Click here for more details.
How to insert checkbox type merge fields in a document?
Follow the below steps to insert check box type merge fields in a document. 1. Insert merge fields. Refer here to insert merge fields. 2. After the merge fields have been added, select the gear shaped icon next to Manage Fields. 3. Manage Fields menu ...
How to show/hide table rows based on conditions during merge?
Place cursor inside the table row that needs to be shown based on condition and specify the condition for which the table row will be shown
How to send merged document for sign collection?
Writer now can send merged documents for sign collection. After selecting the data source and inserting the merge fields, click on Merge & Send for sign collection under Choose Output. 2. In the Merge and Sign pop-up, enter the details of your ...
How to add a dynamic link to a text for each recipient in document merge?
Image and text links with dynamic values is useful when you want to send out documents with image/text having unique links for each recipient. For Example : The words ‘click here’ should have different link address (URL) on every merged document as ...
How to merge with envelopes in Writer?
To use mail merge to print envelopes, follow the below steps. Click File > New from Template. Under the Templates header, choose Labels and Envelopes and choose a template that best suits your needs. 3. To merge data, click More Options(☰) > ...
How to add QR or barcodes as merge fields in Writer?
You can bulk create personalized documents containing QR codes or barcodes(such as code 39) as merge fields. 1. Open your merge template. 2. Click on the gear icon next to Manage Fields. 3. Now you can either create new fields or change the format ...
How can I filter (conditionally select) the records to be merged?
Writer allows you to filter (conditionally select or skip) records to be merged. To filter records, Open the merge template. Choose the data source of your choice. Then you will find a Filter icon next to the linked data source file. From the Filter ...
How to use merge fields inside formula fields in a document ?
To use merge fields inside a formula, enter your formula with merge fields as shown below. During the merge, Writer maps the values to the merge fields, executes the calculations and places the value in the document. Example: Here, the merge field ...
How to insert hyperlinks or image fields during merge?
To insert hyperlinks in the merged document as shown below, insert the respective link for each field in the data source and merge them. To display images in the merged document, place the image link ending with png/jpeg/jpg pattern for the ...

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