Not sure whether this is a bug as I've only just started using my developer edition.

I have a document (membership renewal form) which last year was set up by me as a document template in the configurator. I thought it would be good to allow the user to change some of the content of the letter each year prior to sending it to the members.

So I imported it into UserDefDoc However it seems no matter which way I try it, the document won't format with the database items.

Have tried uploading the template as an attachment to an email, selecting the members to send it to but on arrival, I just see the tag elements and staic text - not the correctly addressed letter.

Similarly I tried doing it within a process (which is where I want to end up so that a scheduled task can send the renewals out automatically. Using CREATE BulkEmail WITH BulEmail.attachment1=UserDefDoc.UDDTemplate

Same result - an unformatted attachment showing the tag elements NOT the members data.

Last year it worked because in the actual email (RenewalEmail) I could set the attachment1 default to be the document template in the configurator but there is no apparent way to point attachment1 to UserDefDoc - or am I missing something.

Actually just thought whilst I was typing this, can define attachment1 as referenced to UserDefDoc?

Can any Developer edition people (or support) put me out of my misery

Missing something simple here

Picking two items off a list

this line works DISPLAY DOCUMENT RenewalLetter MERGE INTO ONE (where RenewalLetter is a document template created in the configurator mode) whereas

FIND UserDefDoc WHERE UserDefDoc.UDD_Name='Renewal Letter'
DISPLAY DOCUMENT UserDefDoc.UDD_Template MERGE INTO ONE just produces the template doc with the database element tags - no data

What am I doing wrong? (my renewal date is fast approaching) 🙁

PROBLEM SOLVED.

Here's what I did to get the bulk email working.

1) created an attribute of the document type in the members bo with a default of None

2) Created a PROCESS that:

a) Pulled a special email into context with the subject 'Membership Renewal' - this is editable by the end user
b) pulled a User Defined Doc into cotext called 'RenewalLetter' - in the developer edition this again is editable by the end user so I have achieved my design goal
c) allows the user to PICK ONE OR MORE from a query list
D) calls a second process with process input Bulkmail, UserDefDoc, Members

SECOND PROCESS
a) Sets the document attribute Members.RenewalLetter=UserDefDoc.UDD_Name

a) Creates the email CREATE BulkText WITH bulktest.Attachment1=Members.RenewalLetter

c) SEND BulkText to Members.

This was the only way I could get the document to format. When I tried to directly insert the document into the email as in "CREATE BulkText WITH BulkText.attachment1=UserDefDoc.UDD_Name" I got an "Internal Error" box pop up. Maybe this is a bug but it would be nice if it had worked because I don't particularly want to store everyone's renewal notice in the BO

The only other thing that didn't seem to work was I had both process 1 and 2 set to run in background if they took longer than 10 seconds to complete. It took around a minute to format and send 7 emails but it never went into background. I calculate it will take around 15 minutes to do the complete renewal list so If anyone could shed any light on this last bit it would be much appreciated.