Select the group you wish to sort by (such as Updated date, Added By, Description, etc.) and click twice. The Document Search window is able to be sorted.
A list of possible matches will be returned. For example, if you are searching for a Batch whose name contains Gala, then you could type * 2004* and all of the Documents that have Gala anywhere in the name will be returned. If the entire name or spelling is not known, you may use the * as a wildcard. Enter other known search parameters, such as Earliest Date, Latest Date, Include Form Letters Only, or Document Type (DOC, DOCX, or RTF types). The Document Search screen will be displayed.Edit an Existing Document Stored in Salsa CRM Use the Refresh button above the Google Docs toolbar to clear any errant pop-ups. To add an image, use the Upload from Computer option under the Insert menu in the Google Docs toolbar. Instead, use the Open from Google Drive button above the Google Docs toolbar to open a Google Drive document. A Note On Google Docs Functionalityĭue to Google limitations, Salsa cannot use Google Docs' in-app toolbar functionality to load a file, image, or photo from Google Drive.
#Google document editor how to
However, already printed or emailed form letters cannot be recalled.įor more information about using Google Docs to format your content, see how to change paragraph and font formatting or review Google Docs Cheat Sheet. NOTE: If you simply make edits to a document, and it is already designated as a form letter, you do not need to redesignate the document. The last step is to make sure Salsa CRM knows that the Document is to be designated as a Form Letter. The first step is to create a new Document or upload an existing file into Salsa CRM. This article describes the second step, to edit the file to ensure compatibility, such as adding CRM data variables to your Document, which get replaced with actual data when the form letter is generated. When you press Enter, this will import the fourth table from the web page and insert it into the table where your cursor is.Form Letters in Salsa CRM can be donation thank you letters, Acknowledgment Letters to families of tribute gifts, Silent Auction winner notifications, Receipts for Canadian customers, or Membership welcome letters or renewal notices, for example. In the first cell of the spreadsheet, type the function: =ImportHTML("", "table", 4) First, open a new Google Sheets spreadsheet. However, there’s a way around that by using an index number in the function syntax to import only a table or list from the page.įor example, say you want to embed the fourth table from the Wikipedia web page about United States demographics. Keep in mind that instead of embedding a section of the page, this function will insert the entire page. Then you can insert that into Google Docs. Embed HTML Into Google Doc With importHtmlĪnother method to embed HTML into your Google document is by embedding the HTML into Google Sheets using the importHtml function. But it’s the fastest way to transfer information while retaining as much of the original web page HTML formatting as possible. If the image had a caption, you may need to move it down under the image, or wherever else you feel is appropriate.Īs you can see, embedding HTML into a Google Doc using copy and paste from the web isn’t perfect. This should appear more like the original web page formatting.
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