SharePoint Document and Mail Merge V5.0.0.0 is now available!

Automate document creation and the sending of mails from SharePoint list data!

Office 365 App / SharePoint Add-in:

SharePoint 2016 / 2013 / 2010:

SharePoint Document Merge is the simple, fast and clean way to merge SharePoint list data into predefined Word, Excel and PowerPoint document templates with NO CODE!

Define Word and/or Excel templates, store them in document libraries or access them from a drive location, then easily merge those templates with data from SharePoint lists. Automatically generate and output the populated documents to a user specified SharePoint document library.

Select multiple SharePoint list items or Bulk Merge an entire list. A document for each list row (based on your selected template) will be automatically created and stored with a customisable file name to be easily identified.

Also, create email templates and send emails from SharePoint list data that can contain the merged documents!

SharePoint Document and Mail Merge Features and Benefits:

  • Merge any SharePoint list data into Word, Excel and PowerPoint Templates with NO CODING!
  • Fast, save data entry time and increase productivity.
  • Very easy to install. Very easy to use, no training required.
  • Tightly integrated into SharePoint. Easy access via Ribbon Menu and Items Context Menu.
  • Simple Template Creation using Merge Field (Word) or Placeholders (Excel, PowerPoint).
  • Display Images for Image Hyperlinks (Word).
  • Specify output SharePoint document library and customise document file names.
  • One click automatic creation of multiple Merged Documents!
  • Merge multiple SharePoint list data into 1 Single Word Document (Choose to merge multiple Word documents to 1 single document).
  • Merge multiple Word documents into a Single Word document from within a Document Library.
  • Merge multiple PowerPoint Documents into 1 Single PowerPoint Document from a Document Library (Choose to merge multiple PowerPoint documents to 1 single document).
  • Automatically create accompanying PDF documents.
  • Save Word and Excel Documents as .PDF.
  • Merge Rich Text Field Content.
  • Merge with Related List / Merge Repeated Rows!
  • Selection Of Locale
  • Set Decimal Places
  • Pre-set configuration Templates
  • Remote Event Receiver Automated Workflows! (Trigger Document Merge events on item added and item updated)
  • Merge to multiple templates in one go!
  • Event Receiver can use use Pre-set Document Merge Configuration Templates!
  • Generate document by clicking a link.
  • Mail Merge feature to merge and send mail.
  • PDF\A save Option.
  • Excellent UK based support!

Comments (0)
Post a new comment
Full Name: