User Manual 

Setup Instructions

1. Go to the 'Auto Form' menu and select 'Create Form Template' or 'Add Existing Form Template' to set up form templates.

2. If it's the first time running the add-on, necessary sheets will be created automatically.

Accessing the Destination Folder

1. Go to the 'Auto Form' menu and select 'Open Destination Folder'.

2. This will open the destination folder where all generated forms are stored.

Creating a Custom Form

1. Go to the 'Auto Form' menu and select 'Create Custom Form'.

2. Enter the row number of the data entry for which you want to create a form.

Adding a New Form Template

1. Go to the 'Auto Form' menu and select 'Add Existing Form Template'.

2. Enter the new form type and template ID.

3. The new form type will be added to the list of available forms, and the dropdown in the 'Database' sheet will be updated automatically.

Updating Form Type Dropdown

The Form Type dropdown in the 'Database' sheet will be automatically updated for the entire column when you add a new form type.

Changing the Form Type for Data Entries

1. In the 'Database' sheet, update the 'FormType' column for any data entry to the desired form type.

2. The columns in the sheet will be adjusted to show only the relevant data for the selected form type.

Adding Tags in Document Files

1. When creating or editing a form template, you can add tags in the document file to mark where specific data should be inserted.

2. Use double angle brackets to denote a placeholder tag, for example: <<TagName>>.

3. Ensure that the tag names match the column headers in the 'Database' sheet. For example, if you have a column header named 'Company Name', you should use <<Company Name>> as the placeholder in your document template.

Getting Support

1. Go to the 'Auto Form' menu and select 'Support'.

2. A dialog will open with options to contact support for further assistance.