Document Merge

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

This connector is available in the following products and regions:

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

Prerequisites

To use Document Merge, you need to have a valid license with Document Merge. Please visit Document Merge and acquire required license.

How to get credentials

To get credentials, you need to subscribe for a valid license of Document Merge from Sharepoint Document Merge.

Get started with your connector

Acquire license from the Document Merge website and start to merge SharePoint list data into predefined MS Office document templates with NO CODE!

Known issues and limitations

No known issues or limitations

Common errors and remedies

None has been identified yet.

FAQ

Question: How does SharePoint Document Merge Work? Answer: After you have added the SharePoint Document Merge Solution, the Document Merge Option will now be available for all list items and Word documents within document libraries.

Create your Word, Excel or PowerPoint document template/s with the layout as required. Use the List Column Internal Name as Merge Field Name (Word) or Place holder (Excel, PowerPoint) where you want the list data to appear in the document template.

With SharePoint Document Merge you can now automatically create documents from any list for any predefined document template directly from the Ribbon Menu (SharePoint Document Merge) or list items Context Menu.

Create a selection of merged Documents by selecting multiple list items and clicking on the 'Merge Selected Items' option from the Ribbon Menu or utilise the 'Bulk List Merge' to automatically generate a document for the entire list.

Select multiple Word documents to merge to a single Word document from within a document library. The selected documents will be automatically appended in the order selected.

Customise the file name and specify the SharePoint document library to store the automatically generated merged documents.

Question: What are the SharePoint Document Merge Uses? Answer: Do you collect customer records, financial data, order information, or any other important business data in SharePoint lists? With SharePoint Document Merge you can swiftly merge this data into Word and Excel document templates with absolutely no coding!

Generate contracts, personalised letters to prospects, marketing materials, personalised policies, quotes, invoices, financial reports, project status reports, Presentations and get your SharePoint list data in Word, Excel or PowerPoint where you can really work with your data.

Question: What are the Benefits of SharePoint Document Merge? Answer: 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).

Question: Do I get free support in case stuck anywhere while configuring the connector? Answer: Yes, you can log a ticket to APPS 365 Support

Throttling Limits

Actions

Document Merge