We’re excited to introduce a new feature that allows users to download a Word document populated with their record data directly from the platform. This enhancement makes it easier than ever to generate formatted reports, letters, or other documents without manual data entry.
Release Date: February 11, 2025
Key Benefits:
- Seamless Document Generation – Automatically populate Word templates with record data in just a few clicks.
- Improved Accuracy – Ensure consistency by using predefined templates with mapped fields.
- Time-Saving – Eliminate the need for copying and pasting data into external documents.
How It Works:
- Open a record and access the context menu (⋮).
- Select "Download Word Document" from the dropdown menu.
- The system will generate and download a Word file with all mapped record data.
For detailed instructions, check out the Downloading a Completed Word Document Guide.
If you have any questions about this feature or need assistance, please don’t hesitate to contact us.