Actions Tab — Quick Reference Card

DataPublisher for Word · May 2026

Sub-Tabs at a Glance

Sub-Tab	What It's For
Merge	Run document generation — the core engine
E-Signatures	Send documents for electronic signature · track status
DataRequest	Send forms to collect data/signatures from recipients
Email Campaigns	Send personalized tracked campaigns via Microsoft Graph
Email Analytics	Opens · clicks · replies dashboard
Email Config	Connect Microsoft 365 account · tracking settings
Reference	Placeholder syntax + full post-processing function library (button inside Merge)

Merge — 30-Second Checklist

CSV uploaded? → Data → Files
Placeholders in doc? → Data → Builder or type manually
Select Data File dropdown
Select Word Template (optional — or use current doc)
Select Data Flow (One per page / Single Document / Flow Columns)
Click Run Action

Data Flow Options

Option	Use For	Example
One per page	Personalized letters, contracts, certificates	200 customers → 200 pages
Single Document (ForEach loops)	Reports with line items, invoices	1 order → 1 invoice with all items
Flow Columns	Directories, catalogs	400 listings → flowing 2-column layout

Flow Columns requires columns set up in Word first: Layout → Columns → Two or More

Most-Used Post-Processing Functions

Text:

{{ToUpperCase}}   {{ToLowerCase}}   {{ToTitleCase}}   {{TruncateTo:30}}

Data:

{{FormatCurrency}}   {{FormatPhone}}   {{FormatNumber:2}}   {{FormatDate:MM/dd/yyyy}}

Style:

{{MakeBold}}   {{MakeItalic}}   {{CenterText}}   {{SetFontSize:14}}   {{SetColor:#0078d4}}

Conditional:

{{RemoveLineIfEmpty}}   {{AddPrefix:• }}   {{AddSuffix:, CEO}}   {{ClassHeader}}

Dynamic:

{{ConditionalColor:Active=green,Inactive=red}}
{{ConditionalColorNumeric:>=90=green,70-89=orange,<70=red}}
{{ConditionalFormatString:Completed=color:green;bold:true,Failed=color:red;strikethrough:true}}

Images:

{{InsertImage}}   {{SetImageWidth:108}}   {{CenterImage}}   {{ResizeImageTo:300x200}}

Chaining Functions

<<name>>{{ToUpperCase}}{{MakeBold}}
<<price>>{{FormatCurrency}}{{SetColor:#16a085}}
<<description>>{{TruncateTo:50}}{{RemoveLineIfEmpty}}

Functions apply left to right. No spaces between them.

E-Sign Status Reference

Status	Meaning
Sent	Delivered, not yet opened
Viewed	Recipient opened the document
Signed	Signature complete
Expired	Link timed out
Revoked	You cancelled the request

DataRequest Mini-Tabs

Panel	What You Do There
Compose	Create new requests · build forms · manage Forms Library
History	View responses · filter by status · search recipients

Email Campaign Requirements

Microsoft account connected (Email Config sub-tab)
CSV with an email address column uploaded (Data → Files)
Email subject and body composed (HTML supported, merge fields work)

Tracking Toggles (Email Config)

Toggle	What It Tracks
Track opens	Invisible pixel — fires when email is loaded
Track clicks	Proxy links — fires when recipient clicks
Track replies	Webhook — fires when recipient replies

Quick Diagnostics

Symptom	Check
Run Action does nothing	Data file selected? Data Flow selected?
Images missing	`{{InsertImage}}` on placeholder? Library/filename exact match?
Campaign says "not connected"	Email Config → Connect Microsoft Account → Refresh Status
Flow Columns is one column	Set columns in Word first (Layout → Columns), then re-run
Placeholder not replaced	Column name typo? Names are case-insensitive but must match