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- Before you make the spreadsheet, submit any comments that came via email through the form on the website.
- Export the entries:
- From the dashboard, navigate to Collections > Forms > Import/Export.
- Select the form of the policy you are interested in.
- Check the First Name, Last Name, Email, Comments and File checkboxes.
- Click the “Download Export File” button.
- Open the file in Excel and format the file (no need to do this if you are going to be converting the comments into a Word Document as below):
- Stretch the Name and Email columns to fit.
- Stretch the comment column.
- Select the whole comment column, right click and choose “Format Cells.” On the Alignment tab, check the “Wrap Text” box.
- If it is necessary to remove extra white space, select the Comments column. In the Cells section of the Home tab, from the Format dropdown, select the “Auto Fit Row Height” option.
- Save the file. Be sure to save the file in the Excel Workbook format.
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- You need to complete the steps above (Make a spreadsheet of the comments) before beginning this process. (There is no need to format the excel workbook.)
- Download Template.docx to your computer and open it.
- On the "Mailings" ribbon, choose the "Start Mail Merge" button and select "Step-by-step Mail Merge Wizard."
- In the Wizard, under "Select document type, choose "Directory," and at the bottom click "Next: Starting Document."
- Under "Select starting document" choose "Use the current document," and then click "Next: Select recipients."
- Under "Select recipients" choose "Use an existing list" and under "Use an existing list" choose "Browse..." and select the Excel Document you made above.
- In the Select Table popup, choose "OK," then in the Mail Merge Recipients box, make sure all rows are checked and choose "OK." (You can uncheck rows here if data needs to be filtered.)
- Choose "Next: Arrange your directory."
- Choose "Next: Preview your directory."
- Choose "Next: Complete the merge."
- Under "Merge" select "To New Document...", select "All" in the popup box. A new document will be generated. Save this document to your computer. This is the document with the comments that can be shared.
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