4/25/2016
AUTOCRAT
MAIL MERGE SCRIPT
PRESENTED BY: RANDY ANDERSON
Special Thanks to David Malone and Anna Massi for their time in creating the original presentations on which this presentatio n is
based.
WHAT IS AUTOCRAT?
AutoCrat is a Google spreadsheet Add-on that
merges a Google Spreadsheet, with or without
a Google Form, into a personalized Google
Doc or PDF using a prepared template.
So what does this mean?
WHAT IT DOES IS TAKES A
FORM....
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...AND THE FORM
SPREADSHEET...
AND TURNS IT INTO THIS...
Or
PDF
Google Doc
DEMONSTRATION:
Go to the following website:
www.isd622.org/masbo
Fill out the form and submit.
Check your e-mail a few moments after submission.
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DEMONSTRATION:
YOU
SHOULD HAVE RECEIVED THIS...
HOW IT WORKS:
autoCrat
Script
Form
Spreadsheet
Google Doc
Template
Merged
Google Doc
STEPS:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Create and organize project folder
Create destination folder for Docs or PDFs
Create Google Form and Spreadsheet
Create Google Doc template for merge
Install autoCrat script
Run initial configuration
Follow the configuration steps
Test script with "fake" entries
Sit back and reap the fruits of your "labor"
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ORGANIZATIONAL PREPARATION:
Create main folder for all of your project files
Create destination folder for Docs or PDFs
1.
2.
FORM PREPARATION:
Create a Google Form and/or Spreadsheet
FORM PREPARATION:
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FORM PREPARATION:
Form is just an input device for a spreadsheet...
GOOGLE DOC TEMPLATE
PREPARATION:
1. Create a Google Doc
2. Fields to merge can be any text surrounded by
<< >> For example: <<first>> or <<firstname>>
3. Can add images, formatting, images, links, etc.
4. Can upload Word document and open in Google
Docs
GOOGLE DOC TEMPLATE
PREPARATION:
.
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INSTALL AUTOCRAT SCRIPT:EP 1
Click on Add-ons in the Menu Bar & Click “Get Add-ons”
.
INSTALL AUTOCRAT SCRIPT:EP 1
Type in autoCrat and hit Return
INSTALL AUTOCRAT SCRIPT:EP 1
Click on autoCrat “Free”
.
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RUN INITIAL CONFIGURATION:1
Click on New Merge Job
.
FOLLOW CONFIGURATION STEPS:
Choose Google Doc Template by Selecting Drive
.
FOLLOW CONFIGURATION STEPS:
Find and Select Your Google Doc Template
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FOLLOW CONFIGURATION STEPS:
Set Field Mappings
FOLLOW CONFIGURATION STEPS:
Name Saved Files & Select File Type
.
.
FOLLOW CONFIGURATION STEPS:
Select email Box, Compose email, Select Type of Attachment
.
.
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FOLLOW CONFIGURATION STEPS:
Click on Advanced Settings, Click on Add Destination Folder
.
FOLLOW CONFIGURATION STEPS:
Choose Destination Folder, Click Run AutoCrat When Submitted
Click on Save
.
.
.
FOLLOW CONFIGURATION STEPS:
Click the Close Box on the New Merge Window
.
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TESTING:
Test autoCrat With “Fake” Entry Into Google Form
Check Google Sheet and Your Email
.
QUESTIONS?
AUTOCRAT
MAIL MERGE SCRIPT
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