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How can I replicate a Microsoft Office 'mail merge' using completed fieldsAsked 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?
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.