What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.

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    How can I replicate a Microsoft Office 'mail merge' using completed fields

    Asked by crosspoint1 on March 10, 2017 at 06:10 PM

    I have a standardized legal document I need to make mail merges over, currently I use Microsoft Excel and Microsoft Word mail merge to fill content into fields I overlay on the document. The document has custom watermarks I need to retain so it's placed on a layer and the text fields I place are atop it. Can I do this a more direct way via my JotForm submissions?


    Ideally, I'd like to send an completed mail merge submission to an email automatically upon submission. Is this possible?


    Thank you,

    Brian Harrington

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    JotForm Support

    Answered by liyam on March 11, 2017 at 03:40 AM

    Hello Brian,

    Unfortunately we do not have a method to do mail merge to existing documents. The closest available option is using the Custom PDF: https://www.jotform.com/help/384-How-to-Customize-PDF-Submissions-Report 

    On email alerts, this is automatic. You simply need to modify your email alerts and there exist template variables which act as place holders. This will fill the information from the submitted form once a submission is received. You can check this guide for more information: https://www.jotform.com/help/30-Explanation-of-Email-Notification-and-Autoresponder-Settings 

    If you have additional questions, please let us know.