Merging PDFs
This topic is unrelated to marketing campaigns. For information about campaigns, see Email Marketing Campaigns.
PDF merge lets you create personalized PDF documents for those with whom you do business.
Before you perform a PDF merge, ensure you have:
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Created a group record for the recipients of the PDF documents.
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Prepared a PDF template. See Using PDF Templates.
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Created a PDF template record. See Creating a PDF Template and Creating a PDF Template Record.
NetSuite performs PDF merges. After you complete the merge operation, you download a ZIP file that contains all the PDF documents generated by the merge.
To perform a PDF merge:
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Go to Documents > Mail Merge > Bulk Merge.
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Under the Select Output column, click PDF.
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On the Recipients subtab, in the Group Type field, select the type of group to receive the PDF documents.
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In the Group field, select the group to receive the PDF documents.
Note:For groups with more than 100 members, NetSuite schedules and sends the PDF merge operations within an hour of submission. For groups with fewer than 100 members, NetSuite sends the PDF merge operations at submission. You cannot send PDF merge operations to groups with more than 4000 members. The maximum permitted file size for the merge is 1GB.
You can create new groups at Commerce > Marketing > Personalization > Groups > New.
A list of recipients appears on the Recipients subtab.
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Click the Template subtab.
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In the Template field, select the PDF template you want to use to generate the PDFs.
Select New to create a new PDF template record.
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Enter the subject of the document.
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Enter a memo about the document.
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Click Actions > Merge.
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To download the ZIP file that contains your PDF documents, go to Documents > Mail Merge > Merge History.
If you merge PDFs for a group with more than 100 members, NetSuite sends you email notification when it completes the PDF merge. This confirmation includes a link to download the documents.
You can print these PDF documents or attach them to email you send.