autocrat to create certificates
TRANSCRIPT
Using Autocrat to create a Certificate
Slide presentation by Nives Torresi
What is Autocrat?Link to app in Google Chrome Store AUTOCRAT add-on
AUTOCRAT is basically a MAIL MERGE system designed for use with Google Docs and Sheets.
If you have ever used Microsoft Word MAIL MERGE then this does the same thing.
Note: Let’s see the next slide to understand the principle of a mail merge process
How a Mail Merge works
Data Table
Start with a table of data (or survey form), with fields that you want to use eg. names and dates
Step 1
<<Name>>
<<Date>>
Template
Create a template with <<fields>> that refer to the data columns.
Step 2
Bill
Merged Result
Tom
18/11/2016
Sally
19/11/2016
Lucy
20/11/2016
Autocrat will merge the data to the template, allowing you to create new individual files (eg. PDF).It can even be emailed automatically to the individual person.
Step 3
17/11/2016
Autocrat with Google formsUsing the Autocrat with a Google forms is a great way to get feedback from a survey and ‘automatically’ send out a ‘Thank you’ note with the respondent's actual name. Or similarly create an automated Certificate of Completion.
Step1 : Create the “Thank you note” on Google Docs and add the data <<fields>> to the Google Doc “Thank you note”
Step 2: Create the Google form
Step 3: Open Autocrat and create a ‘new job’
Step 4: Sit back and let Google do the work!
Let’s take a look at a step by step process using a Google Form and AutoCrat in
Google Sheets
Step 1 Google Doc template with source data Merge fields
Step 2 Create a Google Form
The Google form must require a Name (data field) and Email (for auto sending)
Google form automatically creates a Google Sheets document
Google Sheets click on Autocrat in Add-ons
Step 3 Opening Autocrat
!
Send form & wait for replies...
Step 4 Autocreation of the Merged document
Thank youA ‘how to’ tutorial prepared by
Nives TorresiPegasus One Language Centre
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