![]() ![]() Your version may look more like the bottom picture but the steps are the same. ![]() I’m using Word 2007 but the instructions are the same for virtually all modern versions of Word. Here’s where the magic happens! In Word, start by going to the Mailings tab, select Start Mail Merge, then select Letters. You can also use Results Filters to export a segment of your results, for example if you are mailing VIP visitors or only those that match some other criteria. After you have some results, go to Results -> Export and export your results using the default settings. If you don’t already have results for your form, you can submit a couple of test results so you have some data to work with. Feel free to add images, customize the fonts and colors, and do everything you want to make your document perfect. Next, make your Word doc how you want it and include temporary placeholder text where you will eventually want to insert your form data. We suggest you collect First Name, Last Name, and Email as required items, at the very least. Make sure you’ve got the information necessary for your document and set the important parts to be required. You can then run the project when you’re ready and Word will automatically create all of your documents for you.Īs always, we start by making our form. You can! Simply export your Formsite results and use them as a data source in Microsoft Word, then add individual fields to your Word document for a totally customized version of the doc.
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