Automation · ONLINE TOOL

Local PDF mail merge

Visually compose a document from CSV/Excel, insert {{column}} fields and preview every recipient before export.

Local processingNo account required
USE CASES

When to use Local PDF mail merge?

Visually compose a local mail merge from CSV, Excel, ODS or JSON, insert {{column}} fields in one click, and preview multiple recipients before PDF export.

  • Administrative mail merge without Word with row-by-row review
  • Create personalized letters from a business export
  • Prepare simple bulk notices while checking merge fields before generation
CONCRETE EXAMPLE

List → reviewed documents

BEFORE
contacts.xlsx + generic template
→
AFTER
Navigable recipient preview followed by a multi-page PDF with one personalized page per row
PRIVACY

Your data stays in the browser

Processed content is not uploaded to WorkToolset. Required libraries may be loaded by the site, but the file stays in the browser.

GOOD TO KNOW

Limitations to know

  • 5,000 rows and 25 MB maximum per source.
  • The template is text-based and does not replace high-fidelity complex DOCX layout.
  • Each row produces one page; very long content should be reviewed in the preview before sharing.
HOW IT WORKS

A straightforward workflow.

  1. 1Prepare the required input and choose useful options.
  2. 2Review previews, warnings and limitations before export.
  3. 3Download a new copy or report: the original stays unchanged.
PRIVACY

Frequently asked questions

Are my files uploaded to WorkToolset?

No. This tool runs locally in your browser.

Is my original file modified?

No. WorkToolset creates a new copy or export.

Do I need an account?

No for this free tool. Accounts are mainly used for favorites, presets and future workflows.

or with email
WORKTOOLSET PRO

When work needs verification, explanation or evidence, Pro takes over.

AUDITAudit & verificationScores · priorities · recommendations
≈Reconciliation & local AIAmbiguity · exceptions · sources
SAFEPrivacy & QAPreflight · accessibility · sharing
PDFEvidence & reportsSHA-256 · manifest · CSV · JSON · PDF
Scale afterwards, when neededAI Workbench with local content analysis, universal production queue, specialized batch processing, recipes, workflows, Studio sessions and projects remain included in Pro.
100 presets · 50 projects · 20 templates · 500 favorites

Payments, taxes and invoices are managed by Paddle. Your documents are never part of payment data.

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