Personalized letters for invoices from microsoft word documents

Hello,

we have over hunderd prepared letters, written in microsoft word, which should be sent with an invoice, if there is special field set in the mapping.

In the old system this is a black box (special production for the firm).

My first idea was (sure not the best), to export the word document to html, and then create an XML-file to use in the mapping to get all informations for building the letter.

This works for an easy build html document, as well as for the informations in the word document (xpath expression for text extraction only).

The problem now is the personalization of the letters. The template I received from this process has some special characters like #f2#, #f5#, #f10# and so on.

I have to use the result of this template with a second mapping, in a second process to replace these characters with the customer data.

I hope the problem is understandable, so I am not sure if this is a reasonable approach.

Many thanks for proposals.

NBecker

Hi NBecker,
Although I don’t know the exact specifics of your situation, you should be able to replace the special characters in the actual document by using text scripts. If you map the special characters in the Data Mapper you can then create text scripts to replace them with the actual value with the Connect Design document.

Alternatively, if you want to use the Word documents “as is”, you can save document as HTML and then in Connect select the HTML file as a User Remote HTML Snippet. It will then be added into Connect Design document.

Best Regards

Justin Leigh
Technical Support (Asia Pacific)

Hi Justin,
thank you for your answer.
I have tested the html-Snippets this week, it works good for us, and thats the way we want to do it in the future.
HTML Snippets also solves the problem with these special characters, because we can use directly the data from the mapping (replace scripts).

Best Regards

NBecker