Forum Discussion

ArchiveUser's avatar
ArchiveUser
Qrew Captain
8 years ago

Standard wording for emails stored in Exact Form or in a table??

We currently have an O365 Word docx. file that contains something like 125 standard email responses depending on the situation.  Some are general use, for when a new project comes in to the queue.  Others need to be modified with the addition of data (not stored in QB.)

It seems logical to make an Exact Form for the general, don't change ones, but I'm not sure about the other 70-90 that are not standard. 

1. Is it possible to use Exact Forms for all, including adding in the modified wording and tables / charts?
2. Is it better to create a library table and open the needed wording, copy and paste into emails with the needed changes?
3. Would it be smarter to keep it in the current Word docx. file and work that way?

I haven't seen anything in the documentation to for Exact Forms, Exact Forms Plus, or a library table to push me one way or the other.

Thanks!
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    I'd recommend using a table of "response options" that you can reference easily.  It can even then make a relationship and have the information automatically populate on the from via a lookup field.
  • The answer I was hoping for because I have not messed with Exact Forms yet.

    Many thanks!