Dashboard
Overview of your letter generation activities and system status
Total Letters
1,247
Successful
1,198
Pending
32
Failed
17
Letter Generation Trends
Beneficiary Types Distribution
Recent Activity
Batch #2024-001 completed
Generated 156 letters for Type A beneficiaries
New template uploaded
Corporate_Template_v2.docx added to library
Configuration saved
Mapping rules updated for Q1 2024 data
Generation failed
Batch #2024-002 - Missing beneficiary data
Quick Actions
System Status
Upload
Upload your Excel data file and document templates to get started
Excel Data File
Upload your beneficiary data (.xlsx or .csv)
Supports .xlsx, .xls, and .csv files up to 50MB
Document Templates
Upload Word documents or Google Docs links
Select multiple .docx files
Data Preview
| Beneficiary ID | Type | First Name | Last Name | Amount | Date |
|---|---|---|---|---|---|
| BEN001 | A | John | Smith | ,250.00 | 2024-01-15 |
| BEN002 | B | Sarah | Johnson | $2,100.00 | 2024-01-16 |
| BEN003 | A | Michael | Brown | $875.50 | 2024-01-17 |
Configuration
Configure beneficiary keys, types, and template mappings
Identify Beneficiary Key
Select the column that uniquely identifies each beneficiary
Classify Beneficiary Types
Map beneficiary types to templates
Variable Mapping
Map template placeholders to Excel columns
Table Configuration
Configure line item and summary tables
Line Items Table
Summary Table
Template Preview
Configuration Summary
Validation Status
Mapping
Map template placeholders and configure table structures
Template Preview
PERSONALIZED LETTER
We are pleased to provide you with your account summary for the period ending .
Your total amount for this period is .
Transaction Details:
| Date | Description | Amount |
|---|---|---|
| Sample data... | Sample data... | Sample data... |
Summary:
| Total Transactions: | Sample data |
| Total Amount: | Sample data |
Thank you for your business.
Sincerely,
The Team
Variable Mapping
Line Items Table
| Template Column | Excel Column | Format | Preview |
|---|---|---|---|
| Date | 01/15/2024 | ||
| Description | Payment Processing | ||
| Amount | ,250.00 |
Summary Table
Preview
Review sample letters before generating all documents
Sample Selection
Preview Options
Data Summary
Validation
Letter Preview
ACCOUNT STATEMENT
Dear John Smith,
We are pleased to provide you with your account summary for the period ending March 31, 2024. Your total amount for this period is $3,750.00.
Transaction Details
| Date | Description | Amount |
|---|---|---|
| 01/15/2024 | PAYMENT PROCESSING | ,250.00 |
| 02/01/2024 | MONTHLY SERVICE | $875.00 |
| 02/15/2024 | CONSULTATION FEE | $650.00 |
| 03/01/2024 | PROCESSING FEE | $425.00 |
| 03/20/2024 | MAINTENANCE | $550.00 |
Account Summary
| Total Transactions: | 5 |
| Total Amount: | $3,750.00 |
| Average Transaction: | $750.00 |
If you have any questions about this statement, please contact our customer service team at (555) 123-4567 or email support@company.com.
Thank you for your business.
Sincerely,
The Customer Service Team
Generation
Generate personalized letters for all beneficiaries
Generation Options
Email Delivery
Summary
Ready to Generate Letters
All configurations are complete. Click the button below to start generating personalized letters for all 247 beneficiaries.
History
View and manage your letter generation history
Total Generations
24
Total Letters
5,847
Emails Sent
4,923
Avg. Time
2m 45s
Generation History
| Batch ID | Date & Time | Template | Beneficiaries | Status | Duration | Actions |
|---|---|---|---|---|---|---|
|
BATCH-2024-001
Q1 Statements
|
Mar 15, 2024
2:34 PM
|
Individual_Template.docx |
247 total
245 success, 2 failed
|
Completed | 2m 34s |
|
|
BATCH-2024-002
Corporate Reports
|
Mar 14, 2024
10:15 AM
|
Corporate_Template.docx |
78 total
78 success, 0 failed
|
Completed | 1m 12s |
|
|
BATCH-2024-003
Monthly Updates
|
Mar 13, 2024
4:22 PM
|
Individual_Template.docx |
156 total
150 success, 6 failed
|
Partial | 1m 58s |
|
|
BATCH-2024-004
Test Generation
|
Mar 12, 2024
11:45 AM
|
Individual_Template.docx |
5 total
0 success, 5 failed
|
Failed | 0m 15s |
|
|
BATCH-2024-005
Nonprofit Letters
|
Mar 10, 2024
9:30 AM
|
Corporate_Template.docx |
13 total
13 success, 0 failed
|
Completed | 0m 28s |
|
Showing 1 to 5 of 24 results
Settings
Configure your account preferences and system defaults
Profile Information
System Preferences
Templates
Manage your document templates and create new ones
Individual Account Statement
Standard template for individual beneficiary account statements with transaction details.
Corporate Financial Report
Comprehensive template for corporate clients with detailed financial summaries.
Nonprofit Impact Report
Specialized template for nonprofit organizations with impact metrics and donor information.
Premium Service Letter
Elegant template for premium service communications with enhanced formatting.
Add New Template
Create a new template from scratch or upload an existing document.