Connectors Reference

Document Merge

SharePoint Document and Mail Merge is the simple, fast and clean way to merge SharePoint list data into predefined Word, Excel and PowerPoint document templates with NO CODE!

 

Status: Preview

Tier: Premium

Version: v1

 

Actions:

Name

Summary

Values_DocumentMerge (string LinkToItem, [Optional]string PreConfigTemplate, [Optional]string Source, [Optional]string Destination, [Optional]boolean SaveAsPDF, [Optional]boolean SaveAsPDFOnly, [Optional]boolean SaveAsPDFA, [Optional]boolean DisplayImage, [Optional]string OutputFileName, [Optional]boolean OverWrite, [Optional]boolean SendMail, [Optional]string MailTemplate)

Document Merge

 

Triggers:

Name

Summary

 

Objects:

Name

Summary

 

Actions:

Values_DocumentMerge

Summary: Document Merge

Description: Document Merge

 

Syntax:

DocumentMerge.Values_DocumentMerge (string LinkToItem, [Optional]string PreConfigTemplate, [Optional]string Source, [Optional]string Destination, [Optional]boolean SaveAsPDF, [Optional]boolean SaveAsPDFOnly, [Optional]boolean SaveAsPDFA, [Optional]boolean DisplayImage, [Optional]string OutputFileName, [Optional]boolean OverWrite, [Optional]boolean SendMail, [Optional]string MailTemplate)

 

Parameters:

Name

Type

Summary

Required

Related Action

LinkToItem

string

(Link To Item)

Select the Link to item option from Dynamic content - see manual for help - www.documentmerge.com

True

PreConfigTemplate

string

(Pre-Config Template)

Available when the Document and Mail Merge Add-In is installed - www.documentmerge.com

False

Source

string

(Source)

Set the path to the source document Template e.g. "LibraryName\TemaplateName.docx"

False

Destination

string

(Destination)

The Library name to store generated document

False

SaveAsPDF

boolean

(Save as PDF)

Set to save an accompany PDF file

False

SaveAsPDFOnly

boolean

(Save as PDF only)

Set to save only a PDF file no accompanying document

False

SaveAsPDFA

boolean

(Save as PDF/A)

Set to save PDF file as PDF\A format

False

DisplayImage

boolean

(Display Image)

Will display Image instead of hyperlink of image

False

OutputFileName

string

(Output file name)

The name to save the file - can include list internal column names - see manual www.documentmerge.com

False

OverWrite

boolean

(Overwrite)

Overwrite the document if same name

False

SendMail

boolean

(Send mail)

Available when the Document and Mail Merge Add-In is installed

False

MailTemplate

string

(Mail template)

Specify if SendMail Option selected e.g. "TemplateTitleName"

False

 

Returns: