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An example of this is if you are creating a project for a client and you have a predefined number of documents that come with every project, (The scope of work, the functional spec, the project time-line, etc.) there could be tens of those documents per project.
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Many may feel like they need mail-merge on SharePoint documents, but the truth is you may fit into one of those two categories that are slightly different. In this post will focus on how SharePoint can be a great plat form for your document merge needs and explore uses cases and tools that can help you accomplish this.īefore We Dive in, Meet the Two Mail Merge Use Cases Today there are many tools that can help you do this. all in the right places in the document very quickly. Mail-merge was the magic solution that allowed a template document to be automatically filled in with all the right data about the recipient, etc. The challenge is that opening and editing the contents of each document to tailor it to the right recipient by changing the name, address, project name, or any myriad number of fields multiple times is a very time consuming process for something you do so often. This document template could be a contract, letter, proposal, RFP or any other type of reusable document. You may have a boilerplate document used frequently in your everyday workflows that needs to be customized for an individual recipient. Mail merge is about efficiency and productivity. Yet it's relevance today is continues to be paramount in the modern day business.
Share it mail merge toolkit full#
Full Guide to SharePoint Mail Merge with Documents, Templates, Lists and Quick Parts Quick Intro Introduction to Mail-merge