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Marketcircle KB .: Daylite 3.x .: General Questions .: How can I print forms?

How can I print forms?

To print a form

1. Click the Forms tab and select a form you want to print.
2. Choose File > Print.
Daylite opens a new sheet.
3. In the Layouts pane, select Form Summary.
4. Click Print.

To merge forms with contacts

Merge keys can be used to merge form data with contact information. For this, you should create a letter template with the following Merge key:
<$form.NameOfFormField$>. For instance, if you have a form field named "More Details" the Merge keys would be <$form.More Details$>. Each letter template you create can have Merge keys referring to all the form fields in a particular form. If you have 5 different forms and you intend to use all those forms for merging data at some point or the other, then you may have to create 5 different templates.

To create a template

1. Choose Daylite > Preferences.
2. Click Letter Templates.
3. Click the "+" button to add a new template.
4. Specify a name and enable the Active checkbox.
5. Click the "/..." button to edit the template.
6. Enter Merge keys as <$form.NameOfFormField$>. Note: The first word in the key is just the word form, don't confuse it to be the form name. If you have 5 form fields, you may add 5 Merge keys with the names of those form fields.
7. Close the window.
Daylite asks you if you want to save your template.
8. Click Save.

To merge your form data

1. Select the form you want to merge.
2. From the menu, choose Actions > Merge > Write Letter in Daylite.
3. In the sheet that opens, choose the template name you want to use in the Template pop-up menu. Note: Keep in mind that this method works only with built-in editor. It does not work with external applications such as Word, Excel, or OmniGraffle.
4. In the Action pop-up menu, choose what action you want to be done.
5. Enter a subject and click Merge.



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