Design a template
Build a page visually and add fields for the details that change.
INKSMITH DESKTOP
PDF mail merge, from template to finished documents
Design one reusable page, connect your data, check each record and export PDFs.
Connect your data
Import CSV or JSON and map its columns to the template fields.
Preview each record
Check names, dates and layout before creating the batch.
Export PDFs
Create PDFs per record or a merged batch within your edition limits.
Design a template
Build a page visually and add fields for the details that change.
WORKING EXAMPLE
Try it with these files
Download the InkSmith template and data files. Each recipient gets a different chart and QR code.
01 / Design a template
The editable source
This is the downloadable template before a record is applied. Its field names match columns in the sample CSV.
Sample template (.inks)02 / Connect your data
Two records, one layout
This grid reads the same CSV you can download. Select a recipient to inspect the matching PDF.
| recipient.name | recipient.company | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| Riverbend Events | 42 | 68 | 57 | 89 | |
| Willow & Co | 76 | 54 | 83 | 61 |
The selected record fills these template fields
{{recipient.name}}→Ada Morgan{{recipient.company}}→Riverbend Events{{letter.subject}}→Your quarterly engagement reviewengagement[]→42 / 68 / 57 / 89{{recipient.portal_url}}→record=adaThe CSV has 15 columns, including chart data and each recipient’s QR URL.
For the complete chart example in current InkSmith releases, use the JSON data file.
03 / Export PDFs
The finished PDF
The chart bars and QR destination change with each recipient.
The example PDFs show output without the Free footer credit, as available in the Pro trial.
Edition limits
Free supports CSV and JSON with up to five credited records per batch. Standard removes the footer credit and handles up to 100 records per batch. Pro adds unlimited merged batches plus Excel and database sources.
Pricing