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docs: write user-facing documentation for bulk mail merge feature #65

Description

@nicolasiscoding

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:

  1. Overview — what bulk mail merge is, when to use it (e.g., employee hire letters, client agreements)
  2. Prerequisites — template with variables, CSV/Excel spreadsheet with data columns, TurboSign enabled (for signature fields)
  3. 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
  4. Document naming patterns — how the document name builder works (column values + custom text segments)
  5. Job status tracking — how to monitor batch progress
  6. 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.

Activity

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