Upland OL User community

Multiple bills in one envelope


How would I set this up in PresConnect designer, consider this data:

1|chris|jane st|89
1|chris d|jane st|45
2|vince |smith st|35
2|vince h|smith st|49
2|vince harries|smith st|63

Imagine this is a water bill.
They have been group due to having same exact address. Each row correspond to one water bill. This data means I have 2 envelopes. Chris has 2 bills and Vince has 3.

In addition I need to be able to put page numbers and also having barcodes in them, so the document need to know about its own. Like how many bills the recipient has etc.

Lastly once its set up, when outputting , Pres connect would need to split the pdf to based on how many page numbers. For eg: 1-3 pages goes to its separate file, then 4-6, last would be 7+.

Would appreciate any input as Im learning how to use the tool.

Thank you.


Depending on your data and goal you would first use a mixture of the grouping options in the job creation preset to both group documents going to the same address together and to sperate larger collections of documents into separate envelopes. You would then use theme additional content options in the output presets to add barcodes and other elements to the pages

You can read more about grouping in the help here and about the additional content options here
I would probably start with grouping the data based on the sort order as that in the example data you’ve provided is the only element that consistently joins the records together. Once you’ve got them being grouped the help describes how you can split them into sperate envelopes based on the number of sheets going into an envelope. If you need any further help please contact your local support team