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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