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its been pretty good so far, i would like to just open and print a document and i would like it if we had a feature to skip them having to click to open at pdf filler it would just be there in thier email
2015-12-01
As far as I have been using it it looks nice, the only problem that I found was when I choose to convert my pdf into a word document some letters and format change or is missing.
2016-05-04
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I am making documents more user friendly for my clients. This helps us retain business for ease of paperwork completion.
I like that the system is user friendly. It makes the paperwork process for our clients easier which helps us win and retain a lot of business.
What do you dislike?
Sometimes the system will not allow me to download the forms I've edited. Sometimes there are glitches in the system that prevent us from logging in and saving documents. Sometimes system can be a bit slow, I notice it more in the afternoon where people may use the system more.
Recommendations to others considering the product:
Make sure to explore all functions this product offers! There is a ton of functions for the price you pay, take full advantage and improve your day to day work!
What problems are you solving with the product? What benefits have you realized?
I am making documents more user friendly for my clients. This helps us retain business for ease of paperwork completion.
2019-05-21
Had a technical issue where I couldn’t…
Had a technical issue where I couldn’t find my document. Somehow it disappeared. Contacted support via the chat and they were able to resolve the issue within minutes! Thank you so much for your help and for fixing the issue so quickly!
2024-03-07
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2022-02-14
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2021-02-27
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2020-12-23
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2025-05-02
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How do I format a merge field?
In the template document, while the merge field is selected, do the following to display the field code: Press Shift + F9 on Windows. Remove \\* REFORMAT from the field code. Enter the switch in the field code. For example: Update the field: Press F9 on Windows.
What format does excel need to be in for mail merge?
An essential step in a Word mail merge process is setting up and preparing a data source. You can use an existing Excel data source or build a new one by importing a tab-delimited (. Txt) or comma-separated value (. Csv) file.
How do I keep Excel from formatting mail merge?
In Excel, select the column that contains the ZIP Code/Postal Code field. On the Format menu, click Cells. Click the Number tab. Under Category, click Text, and then click OK. Save the data source. Then, continue with the mail merge operation in Word.
How do I keep currency formatting in Mail Merge?
To format a numeric merge field, use the \\# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \\# $#, ##0.00}. To format a date merge field, use the \\@ switches.
Can you mail merge from Excel?
When you run a mail merge, your Excel file will get connected to your Word mail merge document, and Microsoft Word will be pulling the recipients' names, addresses and other details directly from your Excel worksheet. The columns in your Excel sheet should match the fields you want to use when doing a mail merge.
How do I change the number format in a mail merge?
Perform the first different steps of the Mail Merge as usual (Start Mail Merge, Select Recipients and insert Merge Field) Select the number field you wish to change and press Shift+F9. The code of your Merge field is now shown.
How do I create an Excel spreadsheet for a mail merge?
On the Mailings tab, choose the 'Start Mail Merge' button, a list of different types of documents will drop (i.e. Letters, E-mail Messages, etc.). Choose the kind of merge you want to run. Browse to find your Excel spreadsheet you previously saved, and then choose 'OK'.
How do I do a mail merge from Excel to Word?
To perform a Letter mail merge in Microsoft Word In Word, choose File > New > Blank Document. On the Mailings tab, in the Start Mail Merge group, choose Start Mail Merge > Letters. Choose Select Recipients then Use an Existing List. Locate your saved Excel file.
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