Mail Merge question

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mdoty
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Joined: Wed Jun 12, 2019 5:25 pm

Mail Merge question

Post by mdoty » Wed Jun 12, 2019 5:29 pm

I am doing a trial of paid version. My question is when I do a merge for a particular record is there a way to save as a TextMaker document rather than a pdf so that the merged document can be edited further without affecting the underlying main document?

miguel-c
SoftMaker Team
SoftMaker Team
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Joined: Wed Jun 05, 2019 12:02 pm

Re: Mail Merge question

Post by miguel-c » Thu Jun 13, 2019 10:28 am

Hi, unfortunately there's no Mail Merge functionality that generates a TextMaker document instead of a PDF.

mdoty
Posts: 3
Joined: Wed Jun 12, 2019 5:25 pm

Re: Mail Mege question

Post by mdoty » Thu Jun 13, 2019 2:49 pm

Thanks. Unfortunately that is an absolute necessity in the legal field

miguel-c
SoftMaker Team
SoftMaker Team
Posts: 240
Joined: Wed Jun 05, 2019 12:02 pm

Re: Mail Merge question

Post by miguel-c » Thu Jun 13, 2019 4:53 pm

I have submitted a feature idea to the product managers... maybe it's easy to implement and they'll accept it.

miguel-c
SoftMaker Team
SoftMaker Team
Posts: 240
Joined: Wed Jun 05, 2019 12:02 pm

Re: Mail Merge question

Post by miguel-c » Thu Jun 13, 2019 11:51 pm

A colleague of mine just alerted me that you might be asking for a different thing.
You can save the main document as template then to a file/new with this document. TextMaker opens and asks for a record to use. The record content replaces the merge fields in the document. After saving, the file is no longer connected to the database and can be edited as he likes.
This is valid for 1 record.

Is this what you wanted, or what you want is to be able to have mail merge to print many records to a TextMaker file instead of a PDF?

mdoty
Posts: 3
Joined: Wed Jun 12, 2019 5:25 pm

Re: Mail Merge question

Post by mdoty » Mon Jul 22, 2019 1:06 am

Yes, that seems to do the trick.

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