Bulk document creation #1811
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Pletoo
asked this question in
Q&A / Help
Replies: 2 comments
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There is a way to do this already - you have to create a mail merge that has the columns of data you want in your documents. You can then run it from the Mail menu and generate a document for every row in the mail merge results. You could get a head start by installing and modifying a copy of the existing mail merges "Animals In Location" or "Animals On Shelter" to do what you need. |
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Wonderful - thanks for the information. Now I need to figure out how to only select the ones I want each week. |
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Thanks for adding the ability to do bulk updates on additional fields - I will be using that frequently for some of our added fields. (Others are too specific for bulk updates, but I am very happy to have that option.)
Would it also be possible to have documents created in bulk?
For example, I have a patient info / vet service request form that we print out for each cat going to the vet. That is usually 20 or more a week and instead of going into each animal record and printing out that document, it would be really nice if I could do it all at once.
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