3000AD Knowledge Base
Home » Categories » Multiple Categories

How can I set up a MS Word document to use with PDF-eXPLODE?

ISSUE:

 Our company would like to send MS Word documents using PDF-eXPLODE as it does not seem possible to attach the Word document to an email as a PDF attachment, nor can you apparently attach other additional PDFs with the outgoing email when using MS Word's mail merge, besides the benefit of encrypting the PDF document with a password. How can we set up MS Word to work with PDF-eXPLODE? 

   

ANSWER:

Microsoft Word® documents are text-based documents.  You can send different sections of a document to different people using PDF-eXPLODE which is a huge advantage of PDF-eXPLODE over MS Word's mail merge.  All of the pages associated with the same e-mail address will be combined into a single PDF file.  The best way to insert a PDF-eXPLODE tag into a Word document is to type it directly into the page header.  Only pages that begin with a PDF-eXPLODE tag will be included in a PDF file depending on your " Exploding Method " set up in the PDF-eXPLODE backend " Options."

In the above instructions, we typed each Tag into the Word document Header by selecting a particular Page and manually typing the text as shown in the example above into the header. If each Tag has to send a selection of contiguous pages (aka “running pages”) and you have many different Tags, it would be more convenient to REMOVE the Tag from the Header and move  it to a blank line in the Detail Body of the Word text , and type the Tag text on page ONLY WHEN the tag text must change. The document has 25 Pages.

 

For example :  

 Let's say we want Pages 1 – 8 to go to mail@3000ad.com.au

                            Pages 9 – 14, Page 24-25   to go to  jax_marock@kmgx.com  

                            Pages 15 – 23 to go to support@3000ad.com.au

 

Change the EXPLODING METHOD in PDF-eXPLODE Options as shown here from Mail Settings

  

 

Save/Print the Word Document to PDFeXPLODE printer and it will email 3 PDFs as configured.

 

STEP 2

 If you wish to use an XLS/XLSX file  which contains Customer data like Name/Address/Contact/Email to “FEED” data to the document – aka ‘Data-Mail Merging’, then  follows these instructions.

 We will modify the way this Word document processes by making it part of a Data Merge process.   

  1. Open your Word document
  2. Click on the MAILINGS tab and then on Select Recipients to select Use Existing List.
  3. Select an XLS/XLSX file containing column headers in the first row and 2++ rows down the data under each column – One column must be an Email address – Make sure the column is headed “Email”
  4. Now open the Word document Header by double clicking in the Page header space.
  5. Next we type into the header <pdfexplode>  </pdfexplode>  with two spaces between the right and left <pdfexplode> identifiers
  6. Insert the cursor between the Identifiers and click on Insert Merge Field button to drop down a list of column headers – click on Email  to insert text like :  «Email» .
  7. So now the Header text (aka “PDF-eXPLODE Tag”) looks like this : <pdfexplode>«Email»</pdfexplode> and remove any blank spaces
  8. Make the header text font ARIAL/ 8 PITCH. We leave it black.
  9. Now click on PREVIEW RESULTS and verify that pages 1 – 5 each have one record row of the XLS and the email address is showing. If all OK, then change font color to WHITE
  10. Click on FINISH & MERGE ( to a new document). Scroll through the new document pages and pick a few headers, change font to Black, check, then change back to WHITE font.
  11. If happy with resultant merged document, then click FILE/PRINT and print to PDFeXPLODE printer to deliver\

  

 

 

  PREVIEW TAG – Click these   buttons to scroll through records in the spreadsheet

 

 

 

 

Comments Comments
There are no comments for this article. Be the first to post a comment.
Name
Email
Security Code Security Code
Related Articles
I am evaluating the software and get an error "Illegal Call" when the program is about to explode so effectively the program is not working at all. What can I do?
Viewed 2146 times since Wed, Jul 15, 2015
How can I explode a report and deliver the resultant exploded pages via multiple delivery methods in one process?
Viewed 4273 times since Sat, Nov 29, 2014
Can I have one Global PDF-eXPLODE configuration that will work for all Users?
Viewed 1367 times since Thu, Dec 4, 2014
How can I burst and auto send by email, an Invoice batch with a tag consisting of only an email address where several invoices are tagged with the same email address ?
Viewed 2597 times since Thu, Feb 25, 2016
Can I print an Exploded PDF on its own and then email it with a coversheet PDF embedded in the back of the exploded PDF?
Viewed 932 times since Sat, Dec 3, 2016
PDF-eXPLODE is not splitting nor emailing any PDFs
Viewed 5183 times since Fri, Aug 14, 2015

Subscribe to Knowledge Base

Get notified when new articles are added to the knowledge base.