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• Mail merge from excel to outlook update#

For example, this one relating to an attachment file which could not be found. Any errors or warnings will be displayed in a dialog.

Mail merge from excel to outlook update#

The Notes status bar will update as it proceeds. The mail merge operation will then go and create draft s. Click OK again to begin generating files. Note the provided Batch ID, you will need this to send the s as a batch later. It confirms the number of draft documents which will be generated (corresponding to records in the spreadsheet). You will be warned about any missing tokens. The script will validate the template against the spreadsheet to identify any missing tokens or headers. Select your Mail Merge Excel spreadsheet file. From the Notes Menu, select Actions, Mail Merge, Create Mail Mergeġ0 Create Merge - Intro A dialog will be displayed, identifying the draft template you selected, release number and a brief User Guide. Open your drafts folder and select (click on without opening) your new. Also showing sample files to be attached. Includes data relating to each recipient.

Sample spreadsheet includes ‘To’, ‘Subject’ and ‘Attachments’ special headers. percentages, dates, currency), but cell fonts, styles, or colours are not copied. And add any extra columns of data you want to include in your body text.

A file list can be pipe-separated (|), and it supports wildcards (*). Optionally include any other specially supported headers mapped to fields: Cc – CopyTo address field Bcc – BlindCopyTo address field Reply To – ReplyTo address Attachments – Filenames to attach to the top of the Attachment files must exist and be readable on file system or a warning will be raised. To customise documents for each recipient, include the recommended special headers: To – SendTo address field Subject – Subject field Cell values under any of the special headers will overwrite the standard fields. Ensure the header row and first column of the spreadsheet do not contain any blank cells. Start Excel and create a spreadsheet of data with a header row. Addresses and the Subject and other standard fields will be overwritten if you provide them in the spreadsheet. Include any delivery options, flags, or additional mail options, and set any other fields you want to copy to new drafts. Tokens are typed in square brackets and uppercase (e.g. Sample template including a range of ‘tokens’ to replace in the body. ) whenever you want to include a field from your spreadsheet.

In the body, type a search-replace ‘token’ in uppercase and square brackets (e.g. The Subject will be overwritten assuming this is provided in the spreadsheet (recommended). Leave the Address details blank but you can put a Subject in to easily identify it. In Lotus Notes, create a new Mail Memo to use as a Mail Merge Template. All standard fields, body, attachments and styling will be copied from the template to the new drafted documents. Based on the template, the Create Mail Merge script will draft new documents for each data row in the chosen Excel spreadsheet. An Excel spreadsheet containing merge data. To do a merge, you’ll need A Lotus Notes template (draft).

Presentation on theme: "Mail Merge for Lotus Notes and Excel User Guide"- Presentation transcript:ġ Email Mail Merge for Lotus Notes and Excel User GuideĪuthor: Gavin Bollard, Reviewed: David Turner,, for release 1.3 MailMerge Excel to Notes Project (OpenNTF)Ģ Contents Part 1: Creating the Mail Merge