Merging Data from TrackVia to .docx or .pdf
Tim Colletti, Implementation Engineer at TrackVia, shows us how to use the integration platform and Formstack to merge TrackVia data into word docs and PDFs.
October 27, 2021
TrackVia’s integration platform can open up a whole new world of possibilities within your applications and business processes. One common way to use the integration platform is to merge data from TrackVia into a .docx or .pdf file. During this demo, you’ll learn:
- Common use cases for merging data into .docx or .pdf files
- Prerequisites for being able to achieve this functionality
- How to set up the merge using the TrackVia integration platform and Formstack
Related Resources:
TrackVia University Course: Integrations