Send / Mail Merge

Send / Mail Merge is a feature of Alive Docs which enables users to send documents to contacts using contacts data from contacts they have in other online services.

Alive Docs is capable of detecting Mail Merge fields in Word documents and then populating these fields with each recipient’s contact data – like name,
title, company, address, phone number, etc, before sending them to each selected contact.

For example you may want to send a personalized newsletter to all the contacts or customers you have in another online service (like GMail, Xero, Fresh Books, Capsule, etc). It is as simple as selecting the recipients from the popup contact selector and pressing Send.

A cover message can be included with each document or group of documents sent. The cover message, which is editable at send time, can also be personalized with merge fields.

In the Contacts panel, preferences can be set for each contact specifying whether to send messages / documents by email or post, or both. These preferences can be overridden for each recipient on a message by message basis when sending.

Documents sent by email arrive as PDF attachments. Documents sent by Post will be emailed to the sender (Alive Docs user) with cover sheets
which instruct the user to print out and post the documents in normal snail mail. In the future Alive Docs may integrate with a third party mail fulfillment service to post these documents directly.