Download pdfMachine merge
release date: 2 August 2022
build: 2.0.8249.19794
Prerequisites
- Windows 7 or greater
- To use templates or data sources originating from Microsoft Office documents you need Microsoft Office : 2013 / 2016 / 365, 32 bit or 64 bit
Free Trial
If you have not purchased pdfMachine merge you can still use it in trial mode. Until registered a "produced by pdfMachine merge" message will appear in the body of sent emails and as a banner in any produced PDFs.
Release Notes
- Change of licensing - pdfMachine merge product codes are now a thing, newly generated pdfMachine ultimate codes will no longer work for pdfMachine merge. Old ultimate codes issued before 3 August 2022 that have up to date version protection will still work.
- Added split & parse feature.
- Added money_as_words filter.
- Fixed issue where illegal characters were appearing in filenames generated from merge fields.
- Fixed lockup issue if an error occurred retrieving data on the profile data tab.
- Fixed ‘zipper_getXML_Length failed’ error.
- Fixed issue with exporting profiles.
- Added SMS sending support using plivo.
- Can now run multiple instances on the one machine (as long as they are under different user accounts).
- Implementation of custom liquid “chart” tag.
- Fixed issue where numeric liquid expressions would not work properly on data loaded from excel sheets.
- Implementation of custom liquid “word_table” tag.
- Implementation of custom liquid “group_by” filter.
- Support for -%} on end of tags in Word for deleting paragraphs with liquid tags in them.
- Outlook Online - invalid grant no longer occurs.
- Outlook Online - merge history saved.
- Outlook Online - Does not fail when SMTP From set.
- Fixed - Under certain circumstances slow machines using ‘each row sends an attachment’ sent 2 emails.
- Updated node.exe to 32 bit version.
- sign_here filter timestamp is optional.
- Fixed encoding issue during upload to signhere.pdfmachine.com causing remote server not responding error.
- Liquid filter “insert_image” to insert images into Word templates.
- Liquid filter “barcode” to insert barcodes into Word templates.
- Multiple attachments in an email which are named with the same name managed correctly.
- Conditional attachments in an email which are named with the same name managed correctly.
- insert_image and barcode filters support a hyperlink.
- Display message for unsupported template types eg, .doc is not supported must be .docx.
- Liquid filter “sign_here” for capturing signatures.
- Conditional dynamic attachments.
- Allows the use of Microsoft Outlook Online as an email send method.
- Google-api crash fixed, when using Gmail API and an invalid email address.
- Don’t retry the email error if an unrecoverable error occurs (eg unauthorized).
- Installation provides option to turn off ‘Weekly Update for new version’.
- Better error handling if the user does not have permission for save directory.
- Detect merge fields in Word Quick Parts.
- Merge continues unless it gets 5 consecutive failed emails.
- Fonts are loaded locally instead of over internet.
- The repeat_par tag in HTML works on p elements as well as div and li elements.
- Correct attachments for multi row attachments
- No longer reliant on chrome or chromium being installed
- Minimum requirement is now .NET 4.7.2, users will be prompted to install (as part of setup) if a suitable version of .NET is not found.
- Fixed - HTML attachment templates not converting to PDF unless pdfMachine merge run in admin mode.
- Fixed - Extended MAPI emailing on systems that used 64 bit Outlook - on some systems this did not work, depending on the way things were installed.
- Fixed - Dynamic PDF attachments with a filter in the merge field error with ‘illegal characters in path’
- Fixed - Emails containing uploaded images that have been resized did not view properly in MS Outlook.
- Title metadata in PDF document corrected to be file name
- Occasional “Could not find” error during merge with security set
- CSV encoding fixed when carriage return in google drive sheet cell
- Added spam testing button - uses SpamAssassin.
- Aadded email templates.
- Fixed google sheeet downloading to handle CR LF in values.
- Fixed multi threaded stability issue with some data sets, causing corrupt Office docs.
- Fixed logfile encoding issue.
- Error handling improvements.
- Speed enhancement. Generating documents, PDFs and emailing happens in parallel.
- “Each row appends to pages” no longer fails with “the filename or extension is too long”
- “Each row appends to pages” names the file correctly during a generate documents only merge run
- Stationery on HTML files initializes margins
- New email body editor (jodit), allowing image uploads to Broadgun server. Note uploaded images may be deleted after a few months.
- setstationary.exe digitally signed.
- Stationery fixed for example profile.
- zipper_getFileList on a Word file that unzips folders as well as files.
- Allow the save documents folder to be associated with the merge profile.
- Merge fields with new lines work fixed for opening results as CSV.
- Merge fields with error on google drive upload now open as CSV.
- Improved logging of exceptions from google api.
- Uploaded links in Excel version of merge run results fixed.
- ‘Remove format’ button available in the email body editor.
- Try again when PowerPoint is busy.
- Improved error message when SMTP server needs an SMTP From address.
- List-Unsubscribe headers supported for Gmail API and SMTP emails.
- Gmail Bcc works.
- Links for dynamically generated files which are uploaded instead of attached are shown in Merge Run Results (including Excel sheet of results).
- Excel times can be formatted using date filter for time only eg {{meeting_time | date : “h:mmtt”}}}.
- Exporting profiles with static attachments that use merge fields and a filter to define the path doesn’t fail.
- Sending profiles with static attachments that use merge fields to define the path doesn’t fail.
- Saved documents where the file name is not unique no longer loses the first file.
- Increased wait time for large PowerPoint files on slow PCs.
- pdfMachine merge exits gracefully when PowerPoint doesn’t respond.
- Changed separator between statically attached files to be a |symbol.
- Log files to roll at 5MB.
- Corrected chrome-remote-interface issue “no inspectable targets”.
- Import / Export profile handles Stationery.
- Import / Export profile handles duplicate file names.
- Fixed Export when a template with no file name is present.
- Loading message no longer stuck on google sheets data source.
- Failure to load data source no longer still displays old data source.
- Prevents hanging while converting very large Excel templates.
- Removed excess logging for CSV files.
- Disable dynamic attachments that have an empty template and attachment name.
- Remove Outlook accounts that are not in current Outlook profile.
- Merge fields available in Body and drop downs before going to Data tab when selected by Current Profile.
- auto register from registration email works when pdfMachine merge only installed.
- CSV data sources with a single period in a cell no longer throw exceptions.
- Privacy Policy in application interface.
- Merge fields available in Body and drop downs before going to Data tab.
- Attachment names with a period and no suffix now have correct name.
- Upload to Google Drive works with the Gmail API.
- Static file names can have merge fields with commas in them.
- Registration can be performed directly into pdfMachine merge. Installation of pdfMachine optional.
- Remove spell checker from email body editor.
- Improved stamping performance for large documents.
- Users can now use Microsoft Word and Excel, and pdfMachine while the merge operation is running (unless bypassed).
- Don’t allow “save to” folders to be drives which backup to cloud, eg oneDrive, Google Drive as the constant backing up caused issues.
- Fixed Import / Export failures on empty body, missing data source.
- zipper_getFileList fails -2 error fixed.
- < and> symbols work in if statements for Office documents.
- Object reference not set to an object upon send.
- Any Worksheet in Excel data source can be selected (not just the first worksheet) .
- Test send for ‘Each row sends an attachment’ for All Emails corrected to send the correct number of emails.
- Error message when a filter is used in a merge field in the file name for the dynamic and static attachment
- Clicking outside Google Sheets select box cancels select operation.
- Ability to import / export profiles
- Old profiles hang on the data window.
- Reload of small data sources hangs.
- Selection of data now reset on load/reload of data source.
- Fixed password error when a % is in the password.
- Status window shows error icon when if all rows are not successful.
- Loading window displayed after selection of template and data source in case send is triggered too quickly.
- Empty rows of data source filtered out
- Error message displayed when invalid merge field used in password or stamp
- Added support for Gmail API for sending emails.
- Fixed issue with ‘send random 5 emails’ where there was not enough rows.
- Fixed ReplyTo address field not working in Outlook.
- Version 15.20 is a pre-requisite.
- New red background color.
- Support for repeat_par and repeat_row filters for Word documents.
- Liquid flow control, i.e. ‘if’ and ‘for loops’ now works for Word documents.
- Fixed a few UI issues that cause hangs with large data sets.
- Duplicate column names are listed.
- Email address mandatory live mode only.
- Update to latest vuetify build.
- Reduced the number of sample profiles installed
- Fixed disappearing email bodies on install.
- Fixed Command line mode generating adverts/banners when it should not have.
- Fixed attachment names being encoded when they should not have been.
- Correction for stamping and security during an “Each row appends to attachment” merge run
- Body of email is copied during a copy operation
- User is asked to confirm before running a live merge run.
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Password still set when ‘Each row appends to the PDF attachment’ used
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More resilient handling of very large runs with Office templates including issues with last PowePoint template not closing.
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Handles ‘Word could not open macro storage’ error.
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Error message when email body is too large.
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Fix changes in email body when click away too quickly.
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Warns user when Office template references merge fields which are not in the data source.
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Corrected ‘Index was out of range’ message when the merge fields were not in the first row.
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Corrected initial document number calculation when using disabled attachments.
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Corrected ‘EXDEV. cross-device link not permitted.’ error when save directory on different drive.
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character accepted in password for SMTP
- New merge field filter ‘prepend_if’
- Error message when data source is too large.
- Correct behaviour for black text in stamp when security is applied.
- Added support for google sheets as data source.
- Fixed issue where certain Word and Powerpoint files would create invalid documents after merge field replacement / substituion.
- Fixed issue where ‘port in use’ error would occur.
- Fixed issue of displaying ‘network error’ upon startup due to failue to load links file from broadgun.com
- Allows rename of email profile to allow circumstances where the email address is used with different passwords to represent different accounts.
- Turns Word Read Mode Layout off so that Word doesn’t fail to respond.
- Fixed issue where pdfMachine merge did not start and displayed ‘Could not find chrome / chromium session - exiting’ error.
- Fixed issue after Office update where hyperlinks with merge fields (under images) are encoded incorrectly.
- Installer downloads latest Microsoft c runtime redistributables.
- Fixed issue where under certain cirumstances pdfMachine merge thought it was unlicensed when it was not.
- Fixed issue where pdfMachine merge did not start and displayed ‘Could not find chrome / chromium session - exiting’ error.
- Added stationery support for html -> pdf attachment conversions. First, Last, Odd, Even, All stationery types.
- Added $page and $maxpage variables for use in HTML stationery.
- Added {%repeat%} tag for html templates.
- Added liquid filters insert_br, insert_p, insert_nbsp for conditionally inserting html tags.
- Simplified PDF password security UI.
- Fixed issue where excel and powerpoint processes may hang around after a merge.
- Fixed merge profile file sync problem.
- Improved some error messages.
- Fixed issue where some users who were not administrators could not start pdfMachine merge.
- Fixed issue where pdfMachine merge would not run if MS Exchange was configured to prohibit Outlook object model from working properly.
- Fixed Outlook email profiles not remembering ‘send emails per hour’ setting
- Fixed issue where installing as admin then running as regular user or vica versa
- Fixed issue where you had to enter email details for a profile that was just generated documents and not sending emails.
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The list of available Outlook accounts are now more realtime and not saved.
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Fixed crash upon startup occurring due to chromium being partially installed.
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Fixed ‘generate documents only’ not saving documents.
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Fixed issue where multiple copies of test profiles existed.
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Fixed issue where you needed to set a current mail profile even if only generating docs.
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Fixed issue where PDF security settings were not being remembered when re-entering security dialog.
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Fixed getSendAccounts() null pointer exception error.
- Complete new UI look.
- Added enabled/disable checkbox on attachment list
- An error is thrown if an Office document is in use (e.g. MS Word) and pdfMachine merge needs to use that Office program.
- Other minor fixes.
- Version 15.03 of pdfMachine is a prerequisite.
- NOTE: this version is has a different data structure than previous 1.0.xxxx.xxxxx versions.
- Ability to upload attachments to Google Drive and share using a shared link instead of attaching into the email.
- Email Send Accounts now called Email Profiles in user interface.
- Removed Bare line feeds from SMTP emails.
- Accepts merge fields in hyperlinks on images in Word and PowerPoint templates.
- New filter “uri_encode” which will encode the merge field as a URI component.
- Password and stamp corrected for method “Each row creates an attachment”
- Fixed error when there is a newline in the content of a merge field that is used in either the template file name or the output file name.
- Logs the last error before an SMTP reset occurs.
- Fixed error “Object reference not set to an instance of an object” that occurs for the first merge after pdfMachine installation.
- PowerPoint templates now use the office addin to create the PDF by default.
- New feature : Select which Outlook email account to send from
- New feature : Rows in the data source can append to each other to create a single PDF that is emailed
- Fixed error “Value cannot be null. Parameter name: input”.
- New feature : Maximum number of emails per connection can be set for SMTP send method
- Fixed PDF files with a template have security and stamps applied if set.
- Remove error message when PDF files are selected as merge template.
- Fixed issue where merge fields in the PowerPoint master slide were not merged with data from the data source.
- Fixed ‘object not referenced’ issue some customers were having as a result of previous release.
- New feature : PDF files can be have a stamp applied. Stamp can be configured for each generated PDF attachment. Stamp can contain merge fields.
- New feature : PDF files can be selected as a template. The template file name for PDF templates can use merge fields. Allows existing PDF files to be sent based on a merge field. Also allows existing PDF files to be encrypted with a password based on a merge field.
- Fixed issue where upload attachment had display name with additional suffix.
- Fixed issue where merge fields in the PowerPoint layout slide were not merged with data from the data source.
- Fixed issue where Outlook (extended MAPI) would fail to resolve name.
- vc2010 redistributables are now bundled with installer.
- ColumnPicker not found, Javascript error fixed
- Office 2013 and 2016 32 bit, cc emails send.
- Word 2010 conversion of Word Mail Merge templates with large number of shapes no longer time out during conversion.
- Error message corrected when an SMTP server required reset.
- Fixed issue with crash message (“todo:
”) on some systems. - Added the ability to upload the file and share with a link in the email instead of an actual attachment.
- Now needs VC2017 and vc2010 redistributables - auto downloads upon installation if not detected.
- Outlook messages are sent from different process - stopping certain antivirus products killing pdfMachine Merge.
- Office 2016 32 bit, SubmitMessage failed 80040607 resolved.
- Merge fields that are used for attachment names have invalid filename characters replaced with underscore.
- Windows 10, Office 2016 32 bit, background process doesn’t hang around anymore
- Windows 10, Office 2016 32 bit, HTML emails corrected
- If pdfMachine merge closed during while a merge process is running the merge is cancelled
- Network paths used as a Saved Folder no longer result in File Not Found
- Custom passwords allowed for attachments (combination of one or more merge fields and text)
- Liquid Templating Tags in the email body are unencoded
- The Email bodies editor only allows Source mode for existing email bodies that have Liquid Templating tags in them
- Static attachments can be obtained from merge fields using a semi-colon separated list
- Static attachments from merge fields that result int blank are ignored instead of having a file not found error
- Handles “D” precision specifiers for numbers
- Installs the 2012 Visual Studio C++ redistributables if they are not present
- A merge cannot be commenced if pdfMachine is open
- Improved error message when file name is too long for Word to handle.
- pdfMachine merge stops losing spaces from Word templates.
- ReplyTo works for Outlook 32 bit and 64 bit.
- Doesn’t fail when attachment name is blank due to blank merge fields.
- Improved error messages for Failed connection with Microsoft Office when Word cannot manage the OLE objects.
- Additional example templates provided.
From this version pdfMachine 14.89 or later is required to be installed
- Improved error messages when Outlook is damaged or not responding .
- Improved error messages when max email invalid.
- Running from the command line now uses default send account rather than last used send account.
- Running from the command line works in Windows 10.
- Allow Excel merge fields to have carriage returns.
- Detect duplicate column names when it is just capitals that are different.
1.0.5682.38759 - 25/July/2015
- Fixed problem where attached files overwritten when changing merge profiles.
- Merge fields in shapes and headers inside Excel templates are now converted.
- Throw error after creation attempt, rather than attachment attempt if PDF creation fails.
- Report PDF in use during PDF creation.
- Additional Test Profiles added
- Corrected error handling if statically attached file is missing
1.0.5647.33887 - 18/June/2015
- _ no longer displayed in long file names (when sent by SMTP).
- Select columns for merge results.
- Merge results open in Excel includes send result
- New filter WordNewLine inserts a new line after a non-blank merge field. In Word only
1.0.5624.35579 - 27/May/2015
- Multiple email accounts can be created.
- Email accounts can be attached to a merge profile.
- Javascript error on select rows fixed
- Each row creates an attachment combined with multiple attachments in the profile creates correct attachments
- Fixed error when missing right brace on last merge field
- Fixed javascript error when returning to edit invalid merge profile
- Prevent profiles having the same name
- Attach files box grows and scrolls
- Trim spaces around names and file names
- Strip out extra attachments with blank filename eg when two semi-colons are entered ;;
- Each row creates an attachment combined with multiple attachments no longer gets error with merge fields ending in numbers
- Word Mail Merge fields within shapes are converted to pdfMachine merge format
1.0.5414.21150 - 28/Oct/2014
- Fixed problem where Selected Emails doesn’t clear.
- Fixed issue with BCC email addresses and white space.
- Forced refresh of js files
1.0.5365.25259 - 9/Sep/2014
- Added ‘each row creates an attachment’ functionality
- Fixed up some error messages
- Fixed issue with email address and white space.
1.0.5269.33945 - 5/June/2014
- Increased functionality in email HTML editor
- When bundling, column headings with spaces in them are catered for
1.0.5260.40197 - 27/May/2014
- Fixes an error for browsers earlier than IE 9
- Fixes an error where valid test email reports as invalid
- Fixes javascript errors when selecting rows within the data source
1.0.5247.29670 - 14/May/2014
- You can now select to send a subset of the merge data source (IE9 and greater only)
- Generated PDF documents are only given a suffix when a duplicate exists
- More validation of fields
1.0.5128.37316 - 16/Jan/2014
- Corrects send error returned, with SMTP Send Method and blank entries used in CC or BCC field.
- Ensures pdfMachine ultimate version correctly detected in European locale
- Merge fields with a ‘.’ in the field name are replaced with an ‘_’ instead of failing
1.0.4854.26311 * Fixed issue with spreadsheets with empty cells. - 16/Apr/2013
1.0.4762.24216 * - 14/Jan/2013
Now supports x64 versions of Word and Excel.
1.0.4629.24438* - 3/Sep/2012
Allow incomplete merge profiles to be saved but not sent* Fixed datetimenow implementation in office templates* Saved folder dialog to browse to last saved folder* Improved error message when error in data source* Removed missing white space from date in office templates* Merge run of one email now displayed fully
- Easily reuse last merge profile* Fix inconsistency in which panel to go back to* Corrected error handling for status not 500* Fail, and log error, if cannot attach extra attachments to mail 9/August/2012 1.0.4604.35176* Stopped changing pdfMachine to default printer on XP with Word templates* Fixed problem where IE registry setting is missing* Allowed for variable items in subject line when bundling23/July/2012 1.0.4587.31387
- Added pause / resume when merging* Fixed duplicated attachments in emails* Removed animated background to free up memory and improve speed
1.0.4496.22439 - 27/May/2012
- Fixed problem with currency formatter
1.0.4481.21261 - 8/Apr/2012
- Now copes with empty columns and empty rows in Excel data sources
1.0.4442.25224 - 29/Feb/2012
- Fixed memory leak
1.0.4435.26361 - 22/Feb/2012
- Added custom Liquid filters for “money_no_cents” and “number_culture”.
1.0.4428.28918 - 15/Feb/2012
- Added support for Liquid html templates.
- Added support for partial Liquid templates in Word and PowerPoint.
- Changed merge field marker from single curly brace to two curly braces. e.g.{email} now becomes {{email}}. This was done to be more consistent with Liquid templates.
1.0.4372.27397 - 21/Dec/2011
- Fixed problem when normal converting Word merge documents to our format that occured when you had a large number of merge fields.
- Added ‘check for updates’ link
1.0.4363.30930 - 12/Dec/2011
- Added support for “bundle on email” sends
- Added support for HTML templates
- Fixed internationalization bug in CSV files.
- Fixed crash when doing a merge after fresh pdfMachine install.
1.0.4358.19418 - 7/Dec/2011
- various user interface improvements. 1/Dec/2011 1.0.4352.20204
- first public beta release