Description
Write user-facing documentation for the new Bulk Mail Merge feature (mail merge with TurboSign signature support).
Scope
Cover the full end-to-end workflow:
- Overview — what bulk mail merge is, when to use it (e.g., employee hire letters, client agreements)
- Prerequisites — template with variables, CSV/Excel spreadsheet with data columns, TurboSign enabled (for signature fields)
- Step-by-step wizard walkthrough:
- Upload: drag-and-drop spreadsheet upload, supported formats (CSV, XLSX)
- Column Mapping: auto-matching, manual mapping via dropdowns, unmapped variable warnings
- Signature Configuration: toggling variables as signature anchor fields, recipient slot configuration (email + name columns), field types (Signature, Initial, Date, Name, etc.)
- Review & Submit: preview of generated documents, batch submission
- Document naming patterns — how the document name builder works (column values + custom text segments)
- Job status tracking — how to monitor batch progress
- Limitations — max recipients per document, max rows per batch, supported file types
Related PRs
- Backend: nicolasiscoding/RapidDocxBackend#1260
- Frontend: nicolasiscoding/RapidDocxFrontEnd#2023
- Worker: TurboDocx/TurboDocxSignatureServiceWorker#7
- Feature issue: nicolasiscoding/RapidDocxBackend#1267
Notes
Screenshots should be captured from the staging environment once all three PRs are merged and deployed.
Description
Write user-facing documentation for the new Bulk Mail Merge feature (mail merge with TurboSign signature support).
Scope
Cover the full end-to-end workflow:
Related PRs
Notes
Screenshots should be captured from the staging environment once all three PRs are merged and deployed.