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Generating output

When merged with a record set, the templates made in the Designer can generate twotypes of output: Print, and Email.

Print output

Print templates, also called Print sections, are part of the Print context. They are meant to be printed to a printer or printer stream, or to a PDF file (see Generating Print output).
The Print context can also be added to Email output as a PDF attachment; see Generating Email output. When generating output from the Print context, each of the Print sections is added to the output document, one after the other in sequence, for each record.

To dynamically select a section for output, use a Control Script; see Control Scripts.

There is a number of settings in the Print context and Print sections that have an impact on how the Print context is printed; see Print settings in the Print context and sections.

To split the Print output into several files, see Splitting printing into more than one file.

Email output

The Email context outputs HTML email with embedded formatting to an email client through the use of an email server. The HTML generated by this context is meant to be compatible with as many clients and as many devices as possible.

Although the Email context can contain multiple Email templates, only one of them can be merged with each record. Which one is used, depends on a setting; see Email output settings in the Email context and sections.

Email is sent in a single batch for the whole record set.

To test a template, you can test the scripts (see Testing scripts) and send a test email first (see Send Test Email), before actually sending the email (see Generating Email output).

Attachments

Output, generated from an Email template, can have the following attachments:

  • The contents of the Print context, in the form of a single PDF attachment.
  • Other files, an image or a PDF leaflet for example.
  • Attaching the Print context is one of the options in the Send (Test) Email dialog.
  • To learn how to attach other files, see Email attachments.