1 card separated into multiple word files for individual customers

user09505
user09505 Member
in Archive

I am looking for a way to use the Beta-Word app to generate word files for all my customers by pulling from 1 specific card but only have that customers data pull from the card. Any recommendations on how to do this. Otherwise I would have to create an individual card for each customer in order to get the data to flow into the Word doc.

Thanks

Comments

  • AS
    AS Coach

    That sounds like a manual process to me.

    To get that done in an automated way you'd probably need another application, or to have a combination of PDP/Publication Groups with the Word plugin.  I haven't heard that that's available.  

    Aaron
    MajorDomo @ Merit Medical

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