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Mail merge

What is mail merge?

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Mail merge is a Microsoft Word function, which lets you create a batch of documents that are personalized for each recipient. For example, a form letter might be personalized to address each recipient by name. We recommend to read the following in case of any doubts: https://s... Read Article

Bulk sending of documents

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Visma Addo has the option of bulk sending documents for signing to several recipients but also to send documents to several recipients, directly in people's e-Boks.   Bulk mailing documents for signature With Visma Addo's Mail Merge function, you get the ability to send one or... Read Article

How to use mail merge

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In Visma Addo it is possible to send the same document to more than one signer, combined with personal information, to efficiently obtain signatures from many signers. By using mail merge, you avoid entering personal information for each transaction manually. Mail Merge can, ... Read Article

Creating a Mail Merge Document

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Mail merge is used to create documents to multiple recipients/signers that can contain both standard and customized content, which has to be sent to multiple recipients. To use the mail merge in Visma Addo you need two documents, namely a; Mail merge document Data set Note!... Read Article

The Predefined Fields Within the CSV Template

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After selecting the signing template you wish to use and uploading the prepared merge document, Addo gives you the opportunity to download a CSV template. To ensure Addo receives the information it needs to mail merge successfully, we recommend downloading this template. When ... Read Article

UTF-8 Format

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To ensure special characters as, for instance, Æ, Ø, and Å are included and properly shown in your merge document, and in general your uploaded CSV file, you must convert your CSV file into a UTF-8 format.   On Windows: Open your CSV file in Notepad by right-clicking on the CS... Read Article

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