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TX Text Control ServerTextControl and MailMerge Skills

About This Repository

This repository contains AI-ready skills for TX Text Control ServerTextControl workflows, including MailMerge and document element manipulation.

Each skill folder contains a SKILL.md manifest and references/*.md task files backed by validated code from the Text Control blog and official documentation.

Included Skills

MailMerge Skill

  • txtextcontrol-servertextcontrol-mailmerge
    • Use for ServerTextControl MailMerge tasks including JSON/template merges, object and list merges, XML merges, merge events, and PDF output.

Tables Skill

  • txtextcontrol-servertextcontrol-tables
    • Use for working with tables in ServerTextControl: creating tables programmatically, formatting cells and rows, populating tables from JSON, converting CSV to PDF, and removing empty columns after mail merge.

Images Skill

  • txtextcontrol-servertextcontrol-images
    • Use for image workflows in ServerTextControl: inserting images from file/stream/URL, controlling image positioning and insertion mode, configuring image export/save behavior, merging image placeholders, and extracting images from existing documents.

Header/Footer Skill

  • txtextcontrol-servertextcontrol-headerfooter
    • Use for header/footer workflows in ServerTextControl: adding headers and footers per section, inserting page number fields, controlling first/even page variants, decoupling sections with ConnectedToPrevious, and restarting page numbering per section.

Lists Skill

  • txtextcontrol-servertextcontrol-lists
    • Use for numbered and bulleted list workflows in ServerTextControl: creating numbered/bulleted lists, configuring levels and indentation, setting number formats and start values, restarting numbering, and converting plain-text bullet lines into real list formatting.

ApplicationFields Skill

  • txtextcontrol-servertextcontrol-applicationfields
    • Use for ApplicationField workflows in ServerTextControl: inserting and editing MS Word-compatible merge fields, reading/updating field type/parameters, retrieving fields by ID or input position, removing or clearing fields with keep-text behavior, and refactoring field names.

SubTextParts Skill

  • txtextcontrol-servertextcontrol-subtextparts
    • Use for SubTextPart workflows in ServerTextControl: creating highlighted named regions, retrieving by name/ID/input position, working with nested structures, removing with keep-text options, saving region content, and storing metadata in SubTextPart.Data.

Track Changes Skill

  • txtextcontrol-servertextcontrol-trackchanges
    • Use for Track Changes workflows in ServerTextControl: loading and filtering revisions, navigating tracked changes, accepting/rejecting selected changes, handling track-change events, and saving output with tracked-change markup omitted.

PDF Signing Skill

  • txtextcontrol-servertextcontrol-pdfsigning
    • Use for PDF digital-signing workflows in ServerTextControl: signing full PDF/PDF-A output, signing named signature fields, creating and using certificates (PFX/store), and secure certificate sourcing such as Azure Key Vault.

Getting Started

1. Copy the skill folders you need

Copy one or more skill folders from this repository into your own workspace.

2. Install in your editor skill location

Place the selected skill folders in one of your supported skill paths.

Example workspace layout:

your-workspace/
├── .github/skills/                    # or .claude/skills/ or .codestudio/skills/
│   ├── txtextcontrol-servertextcontrol-mailmerge/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-tables/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-images/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-headerfooter/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-lists/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-applicationfields/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-subtextparts/
│   │   ├── SKILL.md
│   │   └── references/
│   ├── txtextcontrol-servertextcontrol-trackchanges/
│   │   ├── SKILL.md
│   │   └── references/
│   └── txtextcontrol-servertextcontrol-pdfsigning/
│       ├── SKILL.md
│       └── references/
└── your-project-files...

3. Use the skill

Two common usage patterns:

  1. Automatic loading

    • Describe your task naturally.
    • Example: "Create a simple ServerTextControl MailMerge app with JSON data and a template."
    • Example: "How do I create a table with a header row and export it as PDF?"
    • Example: "How do I insert an image from URL and position it with text wrapping?"
    • Example: "How do I add page numbers and a logo in headers and footers?"
    • Example: "How do I convert plain text lines into bulleted and numbered lists?"
    • Example: "How do I insert and rename MERGEFIELD ApplicationFields in a template?"
    • Example: "How do I create and save named SubTextPart regions with metadata?"
    • Example: "How do I filter track changes by author and accept selected revisions?"
    • Example: "How do I sign a PDF with a PFX certificate and visible signature field?"
  2. Slash command invocation

    • If your client supports slash-invoked skills, call the skill explicitly.
    • Example: /txtextcontrol-servertextcontrol-mailmerge create a JSON template merge flow
    • Example: /txtextcontrol-servertextcontrol-tables create a table from JSON data
    • Example: /txtextcontrol-servertextcontrol-images merge image placeholders from JSON
    • Example: /txtextcontrol-servertextcontrol-headerfooter add first and even page headers
    • Example: /txtextcontrol-servertextcontrol-lists create multilevel numbered list formatting
    • Example: /txtextcontrol-servertextcontrol-applicationfields update mergefield parameters
    • Example: /txtextcontrol-servertextcontrol-subtextparts create and save named regions
    • Example: /txtextcontrol-servertextcontrol-trackchanges inspect and process revisions
    • Example: /txtextcontrol-servertextcontrol-pdfsigning sign pdf with certificate

Which Skill Should I Use?

Task Skill
Build ServerTextControl MailMerge workflows txtextcontrol-servertextcontrol-mailmerge
Create and format tables in documents txtextcontrol-servertextcontrol-tables
Populate a table from JSON or CSV data txtextcontrol-servertextcontrol-tables
Remove empty columns after mail merge txtextcontrol-servertextcontrol-tables
Insert and position images in documents txtextcontrol-servertextcontrol-images
Merge image placeholders using JSON data txtextcontrol-servertextcontrol-images
Extract images from DOCX/PDF documents txtextcontrol-servertextcontrol-images
Add, edit, and remove headers/footers by section txtextcontrol-servertextcontrol-headerfooter
Add "Page X of Y" fields in header/footer txtextcontrol-servertextcontrol-headerfooter
Use first/even page header/footer variants txtextcontrol-servertextcontrol-headerfooter
Restart page numbering per section txtextcontrol-servertextcontrol-headerfooter
Create and format numbered/bulleted lists txtextcontrol-servertextcontrol-lists
Convert plain text bullets into real lists txtextcontrol-servertextcontrol-lists
Configure multilevel list indents and numbering restart txtextcontrol-servertextcontrol-lists
Insert and update ApplicationFields (MERGEFIELD) txtextcontrol-servertextcontrol-applicationfields
Retrieve/remove/clear ApplicationFields with keep-text options txtextcontrol-servertextcontrol-applicationfields
Find ApplicationFields by section or paragraph context txtextcontrol-servertextcontrol-applicationfields
Create, retrieve, and remove SubTextParts txtextcontrol-servertextcontrol-subtextparts
Save named document regions and store SubTextPart metadata txtextcontrol-servertextcontrol-subtextparts
Configure merge-block SubTextParts conditionally txtextcontrol-servertextcontrol-subtextparts
Inspect and filter Track Changes revisions txtextcontrol-servertextcontrol-trackchanges
Accept or reject tracked changes programmatically txtextcontrol-servertextcontrol-trackchanges
Save documents without tracked-change markup txtextcontrol-servertextcontrol-trackchanges
Digitally sign complete PDF documents txtextcontrol-servertextcontrol-pdfsigning
Sign named SignatureFields with certificates txtextcontrol-servertextcontrol-pdfsigning
Use PFX, certificate store, or Key Vault for signing txtextcontrol-servertextcontrol-pdfsigning

Typical Scenarios

MailMerge

  • Creating a simple MailMerge application (JSON data + template)
  • Merging self-calculating objects and object lists
  • Using XML data sources for server-side merge
  • Skipping selected records during merge
  • Merging form fields with Preselect and Replace

Tables

  • Creating tables programmatically with header rows, borders, and cell formatting
  • Inserting a table from JSON data using DataSourceManager and MailMerge
  • Converting a CSV file to a formatted table and exporting as PDF
  • Removing empty columns from tables after a mail merge
  • Controlling page breaks within table rows

Images

  • Inserting images from files, .NET image objects, streams, byte arrays, and URLs
  • Positioning images inline, anchored to paragraphs, or fixed on page
  • Controlling image export quality, format, and save mode
  • Merging image placeholders using MailMerge and JSON data
  • Removing empty image placeholders during merge
  • Extracting embedded images from DOCX/PDF by HTML export and base64 decoding

Headers / Footers

  • Adding and editing section-specific headers and footers
  • Inserting current and total page number fields (Page X of Y)
  • Using HeaderFooterType variants for first and even pages
  • Decoupling section headers/footers with ConnectedToPrevious = false
  • Restarting page numbering in each section with RestartPageNumbering

Numbered / Bulleted Lists

  • Applying bulleted and numbered list formatting with ListFormat
  • Choosing list kind using ListType (Bulleted, Numbered, None)
  • Configuring number style with NumberFormat (Arabic, letters, Roman)
  • Setting list levels and indents for nested list structures
  • Restarting numbering and setting the first number
  • Converting plain-text markers (-, *, +) to true bulleted list formatting

ApplicationFields

  • Inserting new ApplicationField instances (for example MERGEFIELD)
  • Enumerating fields and updating visible text, type names, and parameters
  • Retrieving fields by current input position or field ID
  • Removing fields while keeping or deleting visible text
  • Clearing all fields after processing or flattening templates
  • Resolving section/paragraph/subtextpart context for each field

SubTextParts

  • Creating named subtextparts from current selections
  • Highlighting regions using HighlightColor and HighlightMode
  • Handling insertion status via SubTextPartCollection.AddResult
  • Retrieving subtextparts by input position, name, or ID
  • Enumerating child and descendant regions with GetChildren()
  • Removing regions with keepText and keepNested options
  • Saving subtextpart content and persisting JSON metadata in Data

Track Changes

  • Loading tracked revisions from DOCX documents
  • Enumerating changes by number, kind, user, start/length, and timestamp
  • Filtering revisions by UserName, ChangeKind, and date range
  • Navigating current/next/previous revisions using GetItem(...)
  • Accepting or rejecting revisions with TrackedChanges.Remove(change, accept)
  • Handling TrackedChangeCreated and TrackedChangeDeleted events
  • Saving output while omitting tracked-change markup with SaveSettings.OmittedContent

PDF Signing

  • Digitally signing full PDF or PDF/A documents with SaveSettings.DigitalSignature
  • Signing one or more named SignatureField elements using SaveSettings.SignatureFields
  • Creating visible signature appearances with SignatureImage
  • Adding signer metadata with SignerData
  • Using PFX certificates on Linux and Windows server workloads
  • Loading certificate material from Azure Key Vault for centralized secret handling

How The Workflow Is Intended To Work

  1. Identify whether your task involves data merging (MailMerge skill), table/document element manipulation (Tables skill), or image processing workflows (Images skill), or header/footer layout and numbering workflows (Header/Footer skill), or list formatting workflows (Lists skill), or merge-field/application-field workflows (ApplicationFields skill), or user-defined region workflows (SubTextParts skill), or revision-processing workflows (Track Changes skill), or PDF digital-signing workflows (PDF Signing skill).
  2. Choose one reference task in references/ based on your scenario.
  3. Use only the verified API patterns from the reference files.

Notes

  • This skill set is based on code patterns from Text Control blog entries.
  • Use only validated TX Text Control APIs from the reference files.
  • Do not hardcode secrets or license keys in shared code.

References

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