If you’ve been using NetDocuments for a while, you’ve probably found yourself asking this question at least once: “How do I do a mail merge in NetDocuments?” It’s one of those persistent challenges that has left many professionals scratching their heads. After completing over 500 NetDocuments installations and hearing this question repeatedly, I decided it was time to tackle it.
The good news? We’ve cracked it, and now mail merging in NetDocuments is not just possible but seamless. Thanks to the ingenuity of my friend Robert Gray and his team, we now have a solution that seamlessly integrates NetDocuments with Microsoft Word.
Why Mail Merge in NetDocuments Was a Problem
NetDocuments excels at handling document creation, saving, and management. Tasks like opening a file to save it in NetDocs or performing a Save As operation work brilliantly. But when it comes to mail merge, there’s always been a hiccup.
Usually, when you go to perform a mail merge in Word, NetDocs doesn’t automatically “pop open” to let you select documents or locations from within its interface. This limitation has been a source of frustration for years, resulting in unnecessary workarounds and added friction in workflows.
Introducing One Step Save
For the past three years, I’ve been pestering Robert Gray about this issue. Robert has a program that hooks into tools that NetDocs doesn’t naturally integrate with. After years of persistent nudging (and perhaps annoying him just enough), Robert finally built a solution that changed the game.
The result? One Step Save. When you install this program and configure it to integrate with Word, mail merge suddenly becomes effortless in NetDocuments.
How It Works
Here’s how One Step Save transforms your mail merge experience in NetDocs:
Step 1: Buy OneStepSave
Step 2: Integrate OneStepSave with Word
Step 3: Start a Mail Merge
Step 4: Use an Existing List
When prompted to select an existing list of recipients, you’ll now see NetDocs pop open (something that wasn’t possible before).
Step 5: Choose a Location in NetDocs
Select the desired location or document directly in NetDocs. Thanks to One Step Save, everything integrates seamlessly.
Step 6: Complete Your Mail Merge
With NetDocs and Word working together, you can now create and finalize your mail merge documents without any extra hassle or workarounds.
More Than Mail Merge
While mail merging in NetDocuments is the highlight here, One Step Save does much more than fix this one issue. It’s a versatile tool that opens up additional integrations and functionalities for NetDocuments users, saving time and effort across the board.
A Huge Thanks to Robert Gray
I can’t wrap this up without giving a big shoutout to Robert and his team. They’ve made life significantly easier for NetDocuments users by addressing a long-standing frustration and transforming it into a seamless experience. Robert, cheers to you and the incredible solution you’ve built!
Final Thoughts
With One Step Save, the days of struggling with mail merges in NetDocs are over. If you’ve been looking for a way to streamline this process and make the most out of NetDocs and Word integration, this program is an absolute must-have.