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Want to learn more about using autoCrat to perform merges?Ĭheck out the autoCrat website and user guide.

Note: If you want to re-use your spreadsheet for another merge, you must first delete the information that autoCrat puts in the extra columns. You will also find all the sent emails in your Sent Mail label in Gmail and the PDF files in the Google Drive folder you specified in during configuration. The Document Merge Status field will show the status of the merge for each row in the spreadsheet, including the status of the email sending. The merge Doc URL contains the link to the PDF that was generated. You will notice that autoCrat has added some additional columns to your spreadsheet to record the results of the merge. When the merge is complete, close the autoCrat window.Ĥ. The merge will begin and a progress screen will be displayed.ģ. Click the Run button to start the merge.Ģ. Or, send them as attachments in email notifications or confirmations.1. Take your workflow to the next level and share your generated documents on your form confirmation page as a customized receipt for your users. Each template has its own unique name and description and can be sent to different people for different uses.

Manage your templatesĬreate multiple document templates for the same form. Once you’re finished giving your template a personal touch, upload it and choose the output: PDF file or Word document.

You can even write advanced calculations using our Cognito syntax to conditionally display or format your data.

Create professional documents from your entries using your own custom templates, and easily download or share them with your customers and staff.Īvailable to organization on our Pro, Team, and Enterprise plans.Ĭreate your own custom document templates with Microsoft Word and have complete control of the appearance of your documents including wording, formatting, and fonts.