Avatar of ManojPS
Flag for United Arab Emirates asked on

Office 365 - Sharepoint online

i need to create an appointment letter which will be saved in a word template and user will enter the details in infopath form and while submitting it has to take the inputs from the infopath form and save as word or pdf file from the template i saved

for eg http://www.youtube.com/watch?v=S4zG7_mt8fU

can anyone explain me in a simple way to do it
Microsoft 365Microsoft Applications

Avatar of undefined
Last Comment
Clay Fox

8/22/2022 - Mon
Clay Fox

I think what you are looking for is that you will collect information for an appointment reminder.

Store that data in a database.

And then later you want to use a mail merge to generate letters to the appointment holders.

It could be done with the tools you describe but to make this simple, use SharePoint.

Create a List that will contain the name, email, date, times, whatever. you can customize the input form to see if you can prevent double bookings, define the allowable appointment slots in another list, etc.

You also could create a special account and outlook and then have all of this out of the box and enter appointment holders in as contacts.

But then just create your word letter and connect to the SP list for the mail merge.

i am new to this can you explain me in details please
Clay Fox

View this solution by signing up for a free trial.
Members can start a 7-Day free trial and enjoy unlimited access to the platform.
See Pricing Options
Start Free Trial
Ask your own question & get feedback from real experts
Find out why thousands trust the EE community with their toughest problems.
Experts Exchange has (a) saved my job multiple times, (b) saved me hours, days, and even weeks of work, and often (c) makes me look like a superhero! This place is MAGIC!
Walt Forbes