1012736: Added DocIO Sample to Generate loan agreement details using Mail Merge in Word document

Mail-Merge/Generate-Loan-Agreement/.NET/Generate-Loan-agreement.slnx

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+<Solution>
+  <Project Path="Generate-Loan-agreement/Generate-Loan-agreement.csproj" />
+</Solution>

Mail-Merge/Generate-Loan-Agreement/.NET/Generate-Loan-agreement/Generate-Loan-agreement.csproj

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+<Project Sdk="Microsoft.NET.Sdk">
+
+  <PropertyGroup>
+    <OutputType>Exe</OutputType>
+    <TargetFramework>net8.0</TargetFramework>
+    <RootNamespace>Generate_Loan_agreement</RootNamespace>
+    <ImplicitUsings>enable</ImplicitUsings>
+    <Nullable>enable</Nullable>
+  </PropertyGroup>
+
+  <ItemGroup>
+    <PackageReference Include="Syncfusion.DocIO.Net.Core" Version="*" />
+  </ItemGroup>
+
+  <ItemGroup>
+    <None Update="Data\Template.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\.gitkeep">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\LoanAgreement_LA-2026-10001.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\LoanAgreement_LA-2026-10002.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\LoanAgreement_LA-2026-10003.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\LoanAgreement_LA-2026-10004.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\LoanAgreement_LA-2026-10005.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\LoanAgreement_LA-2026-10006.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+    <None Update="Output\Result.docx">
+      <CopyToOutputDirectory>Always</CopyToOutputDirectory>
+    </None>
+  </ItemGroup>
+
+</Project>

Mail-Merge/Generate-Loan-Agreement/.NET/Generate-Loan-agreement/Output/.gitkeep

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+

Mail-Merge/Generate-Loan-Agreement/.NET/Generate-Loan-agreement/Program.cs

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+using Syncfusion.DocIO;
+using Syncfusion.DocIO.DLS;
+
+namespace Generate_loan_agreement
+{
+    class Program
+    {
+        static void Main(string[] args)
+        {
+            // Generate loan agreements with combined all records.
+            GenerateAgreementsDocuments();
+            // Generate individual agreement documents.
+            GenerateLoanAgreements();
+        }
+        /// <summary>
+        /// Generates loan agreement documents using mail merge from template.
+        /// Creates combined document with all records.
+        /// </summary>
+        public static void GenerateAgreementsDocuments()
+        {
+            using (FileStream fileStream = new FileStream(Path.GetFullPath(@"Data/Template.docx"), FileMode.Open, FileAccess.ReadWrite))
+            {
+                //Loads an existing Word document into DocIO instance.
+                using (WordDocument document = new WordDocument(fileStream, FormatType.Automatic))
+                {
+                    //Gets the employee details as IEnumerable collection.
+                    List<AgreementDetails> agreementList = GetAgreementDeatils();
+                    //Creates an instance of MailMergeDataTable by specifying MailMerge group name and IEnumerable collection.
+                    MailMergeDataTable dataSource = new MailMergeDataTable("AgreementDetails", agreementList);
+                    //Enable the boolean to remove empty paragraph and start each record in new page.
+                    document.MailMerge.RemoveEmptyParagraphs = true;
+                    document.MailMerge.StartAtNewPage = true;
+                    //Performs Mail merge.
+                    document.MailMerge.ExecuteGroup(dataSource);
+                    //Creates file stream.
+                    using (FileStream outputStream = new FileStream(Path.GetFullPath(@"../../../Output/Result.docx"), FileMode.Create, FileAccess.ReadWrite))
+                    {
+                        //Saves the Word document to file stream.
+                        document.Save(outputStream, FormatType.Docx);
+                    }
+                }
+            }
+        }
+        /// <summary>
+        /// Generates individual loan agreement documents, one document per record.
+        /// </summary>
+        public static void GenerateLoanAgreements()
+        {
+            string templatePath = Path.GetFullPath(@"Data/Template.docx");
+            string outputDir = Path.GetFullPath(@"../../../Output");
+            // Get all agreement details.
+            List<AgreementDetails> agreementList = GetAgreementDeatils();
+            //Iterate each record and generate document.
+            foreach (var agreement in agreementList)
+            {
+                using (FileStream fileStream = new FileStream(templatePath, FileMode.Open, FileAccess.Read))
+                {
+                    //Loads an existing Word document into DocIO instance.
+                    using (WordDocument document = new WordDocument(fileStream, FormatType.Automatic))
+                    {
+                        // Create a list with single record
+                        List<AgreementDetails> singleRecord = new List<AgreementDetails> { agreement };
+                        // Create mail merge data source with single record
+                        MailMergeDataTable dataSource = new MailMergeDataTable("AgreementDetails", singleRecord);
+                        //Enable the boolean to remove empty paragraph.
+                        document.MailMerge.RemoveEmptyParagraphs = true;
+                        // Execute mail merge for this single record
+                        document.MailMerge.ExecuteGroup(dataSource);
+                        // Create unique filename using AgreementNumber
+                        string fileName = $"LoanAgreement_{agreement.AgreementNumber}.docx";
+                        string outputPath = Path.Combine(outputDir, fileName);
+                        //Creates file stream.
+                        using (FileStream outputStream = new FileStream(outputPath, FileMode.Create, FileAccess.ReadWrite))
+                        {
+                            //Saves the Word document to file stream.
+                            document.Save(outputStream, FormatType.Docx);
+                        }
+                    }
+                }
+            }
+        }
+
+        /// <summary>
+        /// Gets the agreement details to perform mail merge.
+        /// </summary>
+        public static List<AgreementDetails> GetAgreementDeatils()
+        {
+            List<AgreementDetails> details = new List<AgreementDetails>();
+            details.Add(new AgreementDetails("LA-2026-10001", "March 15, 2026", "California", "Jennifer Anderson", "2458 Sunset Boulevard, Apt 3B", "Los Angeles", "California", "90028", "+1-213-555-0142", "jennifer.anderson@email.com", "Home Loan - Fixed Rate", "$450,000", "6.75", "360","$2,918", "$2,250", "Residential Property", "3-bedroom house at 2458 Sunset Blvd, Los Angeles, CA", "$585,000", "April 15, 2026", "April 15, 2056", "2% of outstanding principal", "$75", DateTime.Today.ToString(), DateTime.Today.ToString(), DateTime.Today.ToString()));
+            details.Add(new AgreementDetails("LA-2026-10002", "March 10, 2026", "England", "James Mitchell", "47 Baker Street, Westminster", "London", "Greater London", "W1U 6TE", "+44-20-7946-0958", "james.mitchell@business.co.uk", "Business Expansion Loan", "£250,000", "7.50", "120", "£2,988", "£3,750", "Commercial Property", "Office space at 47 Baker Street, London", "£180,000", "April 10, 2026", "April 10, 2036", "3% of outstanding principal", "£50", DateTime.Today.ToString(), DateTime.Today.ToString(), DateTime.Today.ToString()));
+            details.Add(new AgreementDetails("LA-2026-10003", "March 12, 2026", "New South Wales", "Sarah Williams", "156 George Street, Level 8", "Sydney", "New South Wales", "2000", "+61-2-9876-5432", "sarah.williams@email.com.au", "Vehicle Loan - New Car", "AU$65,000", "8.25", "60", "AU$1,324", "AU$975", "Motor Vehicle", "2026 Toyota Camry Hybrid", "AU$65,000", "April 12, 2026", "April 12, 2031", "No prepayment penalty", "AU$40", DateTime.Today.ToString(), DateTime.Today.ToString(), DateTime.Today.ToString()));
+            details.Add(new AgreementDetails("LA-2026-10004", "March 8, 2026", "Ontario", "Michael Chen", "890 Bay Street, Suite 1205", "Toronto", "Ontario", "M5S 3A1", "+1-416-555-7890", "michael.chen@email.ca", "Personal Loan - Debt Consolidation", "CA$75,000", "9.50", "84", "CA$1,128", "CA$1,125", "Fixed Deposit", "Term deposit at TD Bank", "CA$30,000", "April 8, 2026", "April 8, 2033", "2.5% of outstanding principal", "CA$50", DateTime.Today.ToString(), DateTime.Today.ToString(), DateTime.Today.ToString()));
+            details.Add(new AgreementDetails("LA-2026-10005", "March 18, 2026", "Bavaria", "Emma Schmidt", "Maximilianstraße 45", "Munich", "Bavaria", "80539", "+49-89-1234-5678", "emma.schmidt@email.de", "Investment Property Loan", "€380,000", "5.85", "300", "€2,247", "€5,700", "Investment Property", "2-bedroom apartment at Maximilianstraße 45, Munich", "€480,000", "April 18, 2026", "April 18, 2051", "1.5% of outstanding principal", "€60", DateTime.Today.ToString(), DateTime.Today.ToString(), DateTime.Today.ToString()));
+            details.Add(new AgreementDetails("LA-2026-10006", "March 20, 2026", "Texas", "Robert Johnson", "1200 Commerce Street, Suite 400", "Dallas", "Texas", "75202", "+1-214-555-3456", "robert.johnson@startup.com", "Small Business Startup Loan", "$120,000", "10.25", "72", "$1,986", "$1,800", "Business Assets", "Office furniture, computers, and inventory", "$45,000", "April 20, 2026", "April 20, 2032", "3.5% of outstanding principal", "$85", DateTime.Today.ToString(), DateTime.Today.ToString(), DateTime.Today.ToString()));
+            return details;
+        }      
+    }
+
+    /// <summary>
+    /// Represents a class to maintain agreement details.
+    /// </summary>
+    public class AgreementDetails
+    {
+        public string AgreementNumber { get; set; }
+        public string AgreementDate { get; set; }
+        public string State { get; set; }
+        public string BorrowerName { get; set; }
+        public string BorrowerAddress { get; set; }
+        public string BorrowerCity { get; set; }
+        public string BorrowerState { get; set; }
+        public string BorrowerZip { get; set; }
+        public string BorrowerPhone { get; set; }
+        public string BorrowerEmail { get; set; }
+        public string LoanProduct { get; set; }
+        public string LoanAmount { get; set; }
+        public string InterestRate { get; set; }
+        public string LoanTerm { get; set; }
+        public string MonthlyPayment { get; set; }
+        public string ProcessingFee { get; set; }
+        public string CollateralType { get; set; }
+        public string CollateralDescription { get; set; }
+        public string CollateralValue { get; set; }
+        public string RepaymentStartDate { get; set; }
+        public string MaturityDate { get; set; }
+        public string PrepaymentPenalty { get; set; }
+        public string LatePaymentFee { get; set; }
+        public string WitnessName { get; set; }
+        public string WitnessDate { get; set; }
+        public string BorrowerDate { get; set; }
+        public string LenderDate { get; set; }
+
+        public AgreementDetails(string agreementNumber, string agreementDate, string state, string borrowerName, string borrowerAddress, string borrowerCity, string borrowerState, string borrowerZip, string borrowerPhone, string borrowerEmail, string loanProduct, string loanAmount,
+            string interestRate, string loanTerm, string monthlyPayment, string processingFee, string collateralType, string collateralDescription, string collateralValue, string repaymentStartDate, string maturityDate, string prepaymentPenalty, string latePaymentFee, string witnessDate, string borrowerDate, string lenderDate)
+        {
+            AgreementNumber = agreementNumber;
+            AgreementDate = agreementDate;
+            State = state;
+            BorrowerName = borrowerName;
+            BorrowerAddress = borrowerAddress;
+            BorrowerCity = borrowerCity;
+            BorrowerState = borrowerState;
+            BorrowerZip = borrowerZip;
+            BorrowerPhone = borrowerPhone;
+            BorrowerEmail = borrowerEmail;
+            LoanProduct = loanProduct;
+            LoanAmount = loanAmount;
+            InterestRate = interestRate;
+            LoanTerm = loanTerm;
+            MonthlyPayment = monthlyPayment;
+            ProcessingFee = processingFee;
+            CollateralType = collateralType;
+            CollateralDescription = collateralDescription;
+            CollateralValue = collateralValue;
+            RepaymentStartDate = repaymentStartDate;
+            MaturityDate = maturityDate;
+            PrepaymentPenalty = prepaymentPenalty;
+            LatePaymentFee = latePaymentFee;
+            WitnessDate = witnessDate;
+            BorrowerDate = borrowerDate;
+            LenderDate = lenderDate;
+        }
+    }
+}
+