How to Use the NEW Autocrat

This video tutorial explains how to use the new version of Autocrat to automate document creation. It covers setting up a project, creating and formatting merge tags, installing the Autocrat add-on, configuring a merge job, and using advanced settings for automation. The tutorial provides step-by-step guidance on merging data from Google Sheets into Google Docs to create personalized documents like certificates.

What is the first step in setting up a project with Autocrat?

• Send emails to participants

• Run the merge job

• Install the Autocrat add-on

• Create a Google Doc and a spreadsheet with matching headers

Why is it important to avoid special characters in merge tags?

• They increase the file size

• They are not supported by Google Docs

• They make the document look unprofessional

• They can cause errors during the merge process

How do you install the Autocrat add-on?

• Use a command line tool

• Request access from the administrator

• Download it from the Autocrat website

• Search for Autocrat in the add-ons menu and click 'Install'

What is the purpose of selecting a template in Autocrat?

• To create a new spreadsheet

• To define the layout and fields for the merged document

• To send emails to participants

• To install the Autocrat add-on

How can you ensure that participants receive their certificates via email?

• Print and mail the certificates

• Manually send each certificate after the merge

• Share the certificates on social media

• Include their email addresses in the spreadsheet and set up email options in Autocrat

What feature allows Autocrat to automatically run when new forms are submitted?

• Real-time data synchronization

• Automatic email notifications

• Scheduled merge jobs

• Run Autocrat when new forms are submitted

What happens after the merge is complete in Autocrat?

• Links to the created documents appear in the spreadsheet

• The spreadsheet is deleted

• The merge job is reset

• The documents are automatically printed