Merge Data

Distribution Manager allows users to add merge fields (placeholders for data) in various specification fields, then replace the merge fields with values during the distribution process. Additionally, these merge fields may be used to update associated fields within an attached document. See below for an example of how this feature may be set up and utilized.

Note: In order for Distribution Manager to run the Word Merge, the Open e-mail attachments and other uneditable files in reading view, option in Word must not be selected.

Syntax

{'Sheet Name'!Cell Reference}

1. Define the merge fields in the spreadsheet, and assign a range name.

2. From the Maintain Specifications > General tab, if desired, use Modify Cells to replace Word merge data, and specify merge data in part of target sheet name. Additionally, merge data may be specified in the Destination Name and Target Sheet Name fields.

3. From the Maintain Specifications > Email tab, specify merge data in the To, Subject, and Body fields.

4. From the Maintain Specifications > Misc tab, add an attachment, and assign the range name from which to retrieve values.

5. The system modifies cells, and replaces text within the curly brackets ( { } ) with the actual values from the cells. Additionally, the destination name is automatically added as a prefix to the distributed merge data attachment, and the data in the merge range is merged into the attachment.