Jul 18 2022 10:28 AM - edited Jul 18 2022 12:12 PM
I am creating a detailed form which combines specific questions from multiple insurance applications into one master application. I want to send this form to clients to fill out then copy the completed form and paste it into a blank sheet with cells linked to several other spreadsheets so each of the applications will autopopulate based on the master form. The ultimate goal is to save clients time by requiring only one application and to save my coworkers time by creating a way for the information from the comprehensive form to be input into each of the company specific forms without requiring manual input.
What is the best way to do this?
Jul 19 2022 02:56 AM
Jul 19 2022 07:00 AM
Jul 19 2022 07:41 AM
Jul 19 2022 08:16 AM
I agree with @Jan Karel Pieterse 's recommendation.
If you want to have a look at forms to see if it will work for you, I'd start by going to your OneDrive. Select 'New', choose Forms Survey, and play around with building a form:
Initiating the form through OneDrive will link the responses to an Excel workbook automatically.