pdfMachine merge Help

pdfMachine merge is mail merge software which sends batches of personalized emails with personalized PDF attachments.

Personalized data can be merged into Word, PowerPoint, Excel or HTML templates.

pdfMachine merge is highly configurable, allowing the rows in the data source to represent:

emails
pages in an attachment
attachments in an email
line items in an attachment

PDF Attachments can be stamped, encrypted and password protected.

Attachments can be converted into PDF files by pdfMachine, or be files that already exist.

The emails are sent using an address configured in the Email Configuration window.

Custom Liquid Filters and Tags

repeat_row	filter	Looping helper for repeating table rows in Word docs.
repeat_par	filter	Looping helper for repeating paragraphs in Word docs.
word_table	tag	Word table helper for repeating rows.
date	filter	Date formatter.
dateplusdays	filter	Add 'n' number of days to a date.
datetimenow	special merge field	The current date and time.
money	filter	Currency formatter.
money_no_cents	filter	Currency formatter, no cents shown.
money_as_words	filter	Currency formatter, displays a numeric value as words. e.g. 10.20 becomes ten dollars and 20 cents
number	filter	Number formatter.
number_culture	filter	Number formatter for different cultures.
prepend_if	filter	Conditional preprend.
WordNewLine	filter	Prevent blank lines in Word documents.
uri_encode	filter	Encoding of special characters to make valid URLs.
insert_image	filter	Inserts an image, either file or URL, into a Word document.
barcode	filter	Inserts a barcode / QR code into a Word document.
sign_here	filter	Signature capture using pdfMachine sign here web service.
sign_here_list	tag	To be inserted into email body, shows list of documents to be signed.
sum	filter	Tally up an array of values. e.g. {{ _rows \| map: "amount" \| sum }}
insert_br	filter	Insert a <br/> tag for html templates.
insert_p	filter	Insert a <p/> tag for html templates.
insert_nbsp	filter	Insert a   (non breaking space) for html templates.
insert_nl	filter	Insert a new line character for text templates.
skip	filter	Skip first 'n' items in an array. e.g. {{ _rows \| skip: 1 }}
group_by	filter	Group by 'property name' to return array of arrays. e.g. {% assign groups = _rows \| group_by: "cid" %}
chart	tag	Produces a chart from a predefined chart template. e.g. {% chart 1, _rows %}

pdfMachine merge Help

Getting Started

Configuring the mail merge

Personalizing the email and attachments

General Help

How To pages

Standard Liquid Filters and Tags

Custom Liquid Filters and Tags