01.09.2025
Send your Word mail merges to the Post Office!
Does this sound familiar? You need to send a personalised letter to specific customers. Perhaps an invitation to an event, a letter informing them of a move, etc. Something that isn’t worth standardising.
In such cases, the mail merge function in Microsoft Office is usually the first port of call.
Before: You might still have a Word document lying around from last time with the mail merge fields already filled in. This way, the letter is quickly created and easily copied for translation into other languages.
Because I address some of the customers informally, I quickly create a Word document using the informal form of address.
But now comes the rather tedious part. The Excel file containing the customer data needs to be split up. Each language version, as well as the informal version, requires its own Excel file to generate a PDF containing all the letters.
Once you’ve completed this task and checked everything, you have to print it all out, put it in envelopes and take it to the post office.
With DocGenie®: Don’t split up your Excel file; instead, drag it – along with all your Word mail merge variations – into the DocGenie® drop zone.
In no time at all, you’ll see a preview for each data record. Generate a PDF on a random basis to check.
With a single click on ‘Daily Mailing’, DocGenie® takes care of the rest. At 4 pm, these letters are sent to the post office along with all other standardised letters from day-to-day business.
Note: Please note the upgrade options, ranging from simple mail merges to company-wide document automation.