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_marockue@kmart.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.
PREVIEW TAG – Click these buttons to scroll through records in the spreadsheet
Article ID: 109
Created On: Fri, Jun 22, 2018 at 1:13 PM
Last Updated On: Sat, Apr 25, 2020 at 7:52 PM
Online URL: https://kb.pdf-explode.com/article/how-can-i-set-up-a-ms-word-document-to-use-with-pdf-explode-109.html