Apr 19, 2023 09:35 AM
there are so many options out there, but I have our employees work exclusively out of the Interface Designer. What is the best options out there (affordable or free) to generate letters at a click of a button?
Apr 20, 2023 02:39 AM
The leading one is DocuMint.
Alternatively, you can use any document-generation app that you’d like (including Google Docs or Microsoft Word) by using Make.
Any of these can be triggered by buttons/checkboxes/single-select fields/automations. For one idea on how to trigger a Make automation, I created this post.
Apr 21, 2023 11:36 AM
Hi Scott,
Can you explain to me how I could program Make to generate a document with Microsoft Word? I am reading your thread, but I am a beginner so I might need some more steps broken down in creating the Make scenario.
Apr 23, 2023 03:55 AM
It’s too difficult for me to post detailed instructions & screenshots here, and the responses here also aren’t indexed. I would post screenshots of your scenario here, so me or one of the other Make experts can help out.