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Question

Question

Using electronic document as body of an email

asked on May 18, 2018 Show version history

I have a customer that wants to use a mail merge word document to send out emails based on a database, then store a copy of each email in the repository.  The workflow would go something like this:

 

1. Query database

2. For each row in db:

     a. Fill out mail merge word doc (store as pdf selected)

     b. Send the email (preferably using the electronic document contents as the body, rather           than attaching it to the email as a separate document)

     c. Create new LF entry

     d. Attach pdf from step (a) to the new LF entry

     e. Run custom script that converts the pdf to Laserfiche tiff images.

 

I'm good on all but the using of the electronic document (either word doc or pdf) as the body of the email.  Any ideas?

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Answer

SELECTED ANSWER
replied on May 18, 2018

Update Word Document has an "emit mail token" option that will give you the contents of the Word doc as a token that can be embedded into the email. You can still store the results as a PDF in the repository.

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replied on May 23, 2018

Perfect!  Didn't know that option was even there.  Thanks!

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