UDW requires the automation of the production of membership cards as digital documents (.jpg, PDF) using the Organizer export files.
Embed macros in a Word document template that automate the steps for producing a set of digital membership cards using a modified "mail merge" and export.
The macros need to automate as many steps as possible for the production of files
The directory structure for the template can be defined so that the location of the template is used as root. Under the root directory, there should be
Exports. Contains downloads from Organizer, composed of a *.csv containing survey results and *.zip containing signature images.
Sigs. Directory for unzipped *.jpg image files of individual signatures
Cards. Exports of membership cards (*.jpg, *.pdf)
The template should be locked so that it cannot be accidentally overwritten
The export card names must follow a defined format and be unique
User exports reports from Organizer, which sends email to User Admin
User clicks on the links to download the reports to the Exports directory
User opens the Word document template, which initiates the macros
The macros automate the production process
Check the /Exports directory for latest 2 files
Checks that there is a .csv and .zip file and dates match
Presents a dialog confirming that the User wants to use the two files identified
Check if user wants to produce .jpg or PDF files
If yes, extracts the *.zip file into the /Sigs directory
Runs the mail merge using the fields from the *.csv file
Adds and formats field values from .csv into template fields
Inserts appropriate image file into Word mail merge
Resizes the image if needed to fit the template (standard dimension)
Once the mail merge is complete, exports results as individual .jpg or PDF files into the /Cards directory
Notify the user that the card creation is complete
Trap errors that occur in the process and handle them appropriately.
User can then do whatever they like with the cards