Mail merge in Word processor

This demo illustrates how to create template Word document and generate reports like invoice using mail merge in Syncfusion® Word processor (a.k.a.) Document editor within your Web application.

Demo illustration

Insert Merge Field

You can insert the merge field in Documenteditor using the Select Field to Insert pane in left side or Insert Field options in toolbar.

• Select Field to Insert pane:
  • It allows you to insert the field by drag/drop or clicking on the field which will insert the field at current position.
  • The list of field which displayed in pane is retrieved from "wwwroot/script/Data/Employees.json" file.
  • You can change the field based on your requirement by opening the json file using Choose File options in Select Field to Insert pane.
• Insert Field options:
  • By clicking this options, Merge Field dialog will open. You can add the required field to insert it in current position.

The following code snippet is used to insert the field in Document editor:

var fieldName = "Employees";

container.documentEditor.editor.insertField('MERGEFIELD ' + fieldName + ' \\* MERGEFORMAT');

Perform Mail Merge

In this demo, you can preview the mail merge results (View the merged the document) in Document editor.

Preview Results

In toolbar, by choosing the Preview Results options in Mail Merge dropdown, you can preview the result document. By clicking this options, the following options will show in title bar.

• You can navigate between the records by using the arrows.
• "Exit preview" helps to get out of preview option.

Merge & Finish

In toolbar, by choosing the Merge & Finish options in Mail Merge dropdown, you can generate report as single document for all records with page inserted after each record. Then the generated document is viewed in Document editor.

The following process takes place:

• Document editor export the current document as base64string using saveAsBlob API.
• Then send the base64string to server for performing mail merge.
• In server side(MailMergeReport API in DocumentEditorController file), with the help of Syncfusion® DocIO performs mail merge.
• Finally, send the SFDT content to client side for opening it in Document editor.

The following code snippet is used to perform mail merge.

Syncfusion.DocIO.DLS.WordDocument document = new Syncfusion.DocIO.DLS.WordDocument(stream, Syncfusion.DocIO.FormatType.Docx);
stream.Dispose();
document.ExecuteMailMerge(exportData.mergeData);
Syncfusion.EJ2.DocumentEditor.WordDocument wordDocument = Syncfusion.EJ2.DocumentEditor.WordDocument.Load(document);
string sfdtText = Newtonsoft.Json.JsonConvert.SerializeObject(wordDocument);
wordDocument.Dispose();
return sfdtText;