I have data in a Sharepoint list that I'd like to use in either an HTML or Microsoft Word template. I've read manual solutions online that involve using Word mail merge plus exporting the lists to Access, but I'm hoping to find a solution that can be invoked directly from a workflow.
My ideal solution would work as followed:
1. A step in the Sharepoint workflow would create a new HTML or MSWord document based on a certain template specified in the workflow.
2. The next step (or steps) would search for placeholders in the document and replace them with values from the workflow.
Is there a way to do this without working with a .NET developer to do custom code?