Once you’ve installed the plugin and figured out what kind of document you want to automate, you do these six things (not necessarily in this exact order):
- Create a new form in Gravity Forms that asks the questions relevant to the content you want inserted in the template Word document.
- Create the Word/docx template, using special merge tags in places where you want the form inputs to either:
- enter user input; or
- trigger the insertion of pre-defined content.
- Upload your docx template to your WordPress install, via GravityMerge > Upload Templates.
- Link that docx template with its corresponding form. This is done at the form level, via [form] > Settings > Gravity Merge.
- Create a page in WordPress for your form confirmations and then change the default confirmation for your form to go to that page on form submission.
- Create a page or post in WordPress that will contain the form you’ve built (as you usually would when creating any form).
That’s it. Detailed instructions on each of these steps are set out in the next section of the documentation.