Smartsheet Forms and Word

Felicia Nabors

Is anyone using Smartsheet Forms to help with mail merging or macro creations in MS Word?

Thanks.

Andrée Starå

@Felicia Nabors

Also, have you explored using the Document Builder feature?

Andrée Starå

Hi @Felicia Nabors

I hope you're well and safe!

You could do it with the premium add-on, Bridge, the Smartsheet API, or a 3rd-party service like Zapier, Power Automate, and similar.

Is that an option?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

@Felicia Nabors

Also, have you explored using the Document Builder feature?

Felicia Nabors

Andrée,

Thanks for the direction. I will take a look at the options you suggested.

Andrée Starå

@Felicia Nabors

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!