Your custom tutorial is ready!
Please follow these steps

1 Layout preparation & import

Add placeholders to your layout

Requirements

  • The placeholder text can be located in any text frame, along any other text
  • You can choose any text you like (a-z, 0-9, _-)

Make sure that even the longest text from your datasource will have enough room in the text frame provided, or overset text will be produced.

2 MyDataMerge configuration

Editing text placeholders

A text placeholder will inject text from various sources into your layout in the merge process.

These sources can be one or a combination of:

  • Datasource content (Changes for each record)
  • Static text (Always the same)
  • Sequence (Different types of counting numbers)
  • Automator workflow (for editing outside of MyDataMerge – learn more here)
  • Custom (java-)script (learn more here)

To add an element, open the placeholder by double clicking it (or click the pen icon), then add an element by clicking the plus icon:

Add the element and the appropriate editor will open (e.g. datasource element):

Once you selected or entered the required data, the element becomes valid (green check)

Once every placeholder is valid, you are able to export.

Notes:

  • You can combine different elements here by adding them (plus icon above the eye icon) and drag & drop them up or down. The result will always be shown in the preview on the right.
  • Additionally every element has some settings (gear icon) which will provide a wide range of tools to transform your data (e.g. strip whitespaces, add space before or after and so on)

3 Export

Filetypes

If you want to export to interactive PDF files go to export > filetype and select the preferred filetype from the dropdown.

You can set a static filename in Export > Filetype > “Static filename” field.

With static filenames, every file will get the same name and a counting number will be attached. For example if you define static filename to be “mydatamerge” then files will be named like this:

  • mydatamerge_1
  • mydatamerge_2
  • mydatamerge_3
  • and so on

Please note that static filenames only allow a-z, 0-9, – and _ characters. Other characters will be removed or replaced.