DOCMAIL: HOW DO I USE IT?
So you've created your prime document and left the correct space for the recipient's address. Now you need to create an address list for Docmail to send your letters to.
STEP 2: CREATE YOUR ADDRESS LIST
Docmail accepts mailing lists made with Microsoft® Excel® in the native format, or .csv exported files. Let's take a look at a typical address list set-up in Excel...
The top row of table should ideally follow Docmail's merge-field layout. This helps later on when you may want to create dynamic, fully personalised documents. For a full list of these and their associated tags, check out the Advanced Docmail Userguide (p66).
Please ensure only the minimum amount of data required to send your letter is included in your mailing list. If your list contains information which will not be populated on your letter, please remove it prior to upload.
When prompted, either upload the Excel file (.xls or .xlsx) or a comma-separated .csv file. .csv files can be created by Excel or any other spreadsheet program.
Now we are ready to log in to Docmail and make our mailing! ▶
