TUTORIAL UPDATE IN PROCESS
The tutorials are in the process of being updated to accurately represent the current version of the MergeFactory. New videos will be posted as they are completed to replace earlier help videos.
Doc Merge Sidebar
The process should begin with creating the document that you will use as your document template. The template will need to always be stored in your Google Drive and can be updated at anytime. You will insert our simple merge markers into your template where you want the data or header information from your spreadsheet columns to merge. The video below covers working with your document templates.
Create / Edit Doc Details
You can create or edit document templates from the Doc Merge Sidebar. You create your own Doc Display Name to help you remember the reason or purpose of the template. You will select your document template and optional folder location for the new merged to be stored in with the Google Drive Picker. You also get to specify how the new merged document will be named in Google Drive.
Doc Merge Options
Creating document merges is as easy as selecting a row or rows, selecting the appropriate document template, and then clicking on the "New Doc Merge" button. A premium subscription allows you to select an additional row or rows that can be appended to the new merged document with the "Fill In Doc Merge". You can also select different document templates and use the "Fill In Doc Merge" to create multi-page, multi-templated custom reports and documents.
Email Merge Sidebar
Create / Edit Email Details
Email templates are saved in the Spreadsheet properties and created and edited in the popup dialog box as explained in the video below. The default Email Body setting is plain text, which means the email will match the way the you type the message into the Email Body text box. This option is good for quickly creating basic email templates but is very limited on formatting options. If you need more styling options, the "More Options" section will allow you to select the HTML formatting option. If you have knowledge of HTML, you can create your own emails to take advantage of text formatting, embedded images, tables, responsive design and then copy and past the raw HTML into the Email Body text box.
Email Merge options
Creating email merges is as easy as selecting a row or rows, selecting the appropriate email template, and then clicking on the "Create Email Merge" button. A premium subscription also allows a user to initiate a document merge and attach the merged file as a PDF and sent with the selected merged email with the "Create Combo Merge" button.
HTML Email Options
Label Merge Sidebar
The process should begin with creating or copying the document that you will use as your label template. Label templates are unique to the MergeFactory and we offer a few samples below, but you can create your own templates. You will need to open the sample document and then make a copy (File -> Make a copy) of the template, it will prompt for you to name the file and optionally select a folder of where to save the file in your Drive. You will then be the owner of the newly created document template and can use it as a template within your own account. The label templates we offer are designed to be single page documents. If your merged document extends more than one page, then one or more of your labels has expanded beyond the boundaries of the label and will need to be modified in order to print correctly. The templates will need to always be stored in your Google Drive and can be updated at anytime.
Create / Edit Label Details
You can create or edit label templates from the Label Merge Sidebar. You create your own Label Display Name to help you remember the reason or purpose of the template. You will select your label template and optional folder location for the new merged label document to be stored in with the Google Drive Picker. You specify the number of labels in your template and also the content and merge markers are input into the Label Body. You also get to specify how the new merged label document will be named in Google Drive.
Label Merge Options
Creating label merges is as easy as selecting a row or rows, selecting the appropriate label template, and then clicking on the "New Label Merge" button. When the merge is complete link to the new merged document is available in the Results tab. If the label count has not been exceeded, then you can select an additional row or rows and click "Fill In Label Merge" until the new merged label document is full.
The formatting sidebar offers a way to quickly transform highlighted / selected cells to one of the format cases displayed. This is useful to clean up spreadsheet data or for sheets collecting form submissions in which user's input information using a variety of lower case, upper case or other irregular formatting.