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

  • Profile Image
    crosspoint1
    Asked 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

  • Profile Image
    liyam
    Answered 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.

    Thanks.