Creating a Word Document from flow
Comments
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Hi,
We have a need to be able to gather information/approvals via a set of forms/flows and need to be able to output all of the information gathered during the flow to generate a Word Document at the end that can be physically signed.
I looked into the TextMerge feature, but this does not seem to behave the way I thought it would.
Ideally I would like the flow to generate a word document and email it to a specific email address so that those documents can be processed appropriately.
Thanks
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[color=rgb(34, 34, 34)][font=Arial, Helvetica, sans-serif]Hi,[/font][/color]
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You should be able to use the MS Word mail merge template with Replace Text in Word Document step. Please check the attached project. You can create a similar flow and add your Tokens on the template MS Word document and then map flow data into these Tokens. The Replace Text in Word Document step will create a word file output including your inputs. You can add a send email step at the end of your flow to send word or pdf outputs as an email attachment. If you have any questions please let me know. [/font][/color][color=rgb(34, 34, 34)][font=Arial, Helvetica, sans-serif]The important thing is tokens should be unique enough to not conflict with other document data. [/font][/color]
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[color=rgb(34, 34, 34)][font=Arial, Helvetica, sans-serif]Regards[/font][/color]
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[i]edited by kenan@decisions.com on 3/26/2020[/i]
[i]edited by kenan@decisions.com on 3/26/2020[/i]
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