To generate documents from forms created in GravityForms and ActiveMerge please do the following.
This plugin is still in Beta – if you get errors please contact us.
Step 1
Create an ActiveMerge account and generate an API key.
Step 2
Add your template with the {placeholders} for mail merge and copy the template ID.
Step 3
Download and Install the GF ActiveMerge plugin.
Step 4
Setup the API key in the GF ActiveMerge settings.
Step 5
Go to your GF form and enable Document Generation.
The selected fields must match your placeholders template in ActiveMerge. If the fields don’t match the document generation will fail.
Step 6
Test the integration with sample data. If everything is ok you will receive an email with the document attached, depending on your settings.
Download GF ActiveMerge Document Generator WordPress plugin.