Customization

This property is a serial letter function. With a template for mass customization, you can create multiple pages in which the variable components are filled with data from an Excel file in XLSX format. Typical use cases include address data for a letter or personal data for a business card.

The Customize button is displayed in the document editor:

Prerequisite: ClosedYou have opened the document in the document editor.

  1. Choose > Customize.

    2. The Mass customization dialog box opens.

  2. Optional: if you have not filled the required fields in an Excel file:

    1. Click Download.

      2. This downloads an Excel file with a name based on the template. In the Excel sheet, the column names already correspond to the variables created in the template.

    2. Fill the Excel file with the necessary information and save the file.

      3. Note: you do not need to fill out all the columns in the Excel sheet and fill the placeholders with data from the table in this way. When the columns are empty or deleted from the table, no values are entered into the document. The empty placeholders are not deleted from the document. If necessary, you can fill the placeholders manually.

    3. In Brand Template Builder, go back to the Mass customization dialog box.

  3. Click Browse and select the Excel file with the required information. Note that the file format must be XLSX.

  4. Choose Open.

  5. In the Mass customization dialog box, click Save.

The data is saved and multiple data records are created according to the specifications. Refresh the preview for all the pages so that you can check the specifications. The Selected data record picklist on the Content tab shows you which data on the current page is adopted from the table. The data records used are displayed separated by commas.

Check which of the next steps is configured for your document: