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Merge from Sheets Using AutoCrat July 2024 1 месяц назад


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Merge from Sheets Using AutoCrat July 2024

Here are the links: For a viewable handout with a link to the slides: https://docs.google.com/document/d/1i... To 'try it out' complete this survey and you will receive an email with a merged certificate: Try it! bit.ly/24signon Follow the video with these links: Try Autocrat with Premade Templates Make a copy of this template bit.ly/merge2slides Move to a new folder ‘AutoCrat Training’ Make a copy of this spreadsheet bit.ly/demosheet24 Move to ‘AutoCrat Training’ Populate an additional row in the spreadsheet including an email you can check. Install Autocrat to the Spreadsheet Select Extensions, AddOns, Get Addons Search for Autocrat Install it - go through the process/steps Set up the AutoCrat Merge Instructions First, Select Extensions, Autocrat, Open Step 1: Select New Job & Give it a Name ‘Autocrat Demo’ Select NEXT Step 2: Choose the Template Select From Drive Select the ‘Employee Certificate” Select Next Step 3. Map Source Data to Template Next, Select Merge Tab, Sheet 1 Map Fields to Match Select Next Step 4: Files Settings Add the 'last name' file so each file will get a unique name identifier. Important! Add File Name: Certificate Demo Type: PDF (usually) Step 5: Important! Select a destination folder Create this in advance. If you get to this step and you have not, save and close Autocrat, create a folder, and then return to Autocrat to select the folder. Step 6: Skip ‘dynamic folder’ Step 7: Skip merge condition Step 8: Share docs YES & set up email Step 9: Add/Remove Job Triggers Run on form trigger? Automate? Run on time trigger? Every day? Save your Job Test Out Preview Select the Preview button Select Preview for the first mergeable row Check your email & merge certificate Make adjustments as needed.

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