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Our existence is all about making your life easier. We offer a wide range of applications for SharePoint / Office 365 to automate your business processes, facilitate smooth communication and provide additional functionality. Please find downloadable PDF's below:
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Document Merge Flow

Document Merging & Mailshots with SharePoint List Data & Microsoft Flow  flow

Merging list data, such as addresses and customer information stored in SharePoint lists, into Microsoft Word, Excel or PowerPoint templates just became simple, with Document Flow for SharePoint.

Saves users lots of time & helps avoid mistakes
Perfect for legal document & forms
Increased productivity & easy to automate
Works with all Office 365 documents & more
Create a document, mailshots or email lists
Automatic naming of document filenames

Document Flow for SharePoint provides the ability to merge list data with Word, Excel and PowerPoint Documents. So instead of typing out addresses and common information, you can have a document created, based on a template, when you add or update a list item. It uses Microsoft Flow to provide the automation.

Features

  • Document Flow is the Flow enabled version of our successful Document Merge for SharePoint application.
  • Merge SharePoint list data into Word, Excel or PowerPoint templates, without code
  • Easy access via the Office Ribbon and right click menus
  • Single Click Automation
  • Create PDF Output
  • Saves data entry time and avoids typing mistakes
  • Generate a single document or thousands in one process
  • Can be automated with SharePoint Workflows on item creation and updates
  • Two Flow events, New & Update
  • For SharePoint 2010 – 2019 & Online
  • No training required
  • Installs in minutes
  • Merge multiple Word documents into one
  • Repeating rows for merging with Excel
  • From a single user to enterprise wide
  • Available in the Microsoft Store now

Recommendations

” Our entire organization is now using Document Merge for SharePoint on a daily basis and it has become a must have tool. “

” We have booked over 5000 courses, each of which will have created a minimum of 2 letters merged. This function has saved us a huge amount of admin time. “

“Document Flow for SharePoint has completely changed the way we merge data in our organisation.”

Screenshots

Documents

Document Flow
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