Add-Ons

Teachers Performance Appraisal improved at Associated Hebrew School with our add-ons

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Brian Pugh is one of our favorites from our supportive group of education users. The head of literacy  of the Associated Hebrew Schools of Canada is a dedicated user of our add-on Mail Merge & Doc Merge with Attachments. With it, he has built a system that automates his school’s Teacher Performance Appraisal.

We recently chatted with him again. We discovered that he has optimized his use of the add-on. He has also incorporated into his process our Form Workflow add-on.

Their vice-principal or one of the two principals evaluates a teacher by submitting a Teacher Performance Appraisal. There are about 160 questions in this appraisal. The resulting spreadsheet is more than 700 columns wide. Brian has set up Mail Merge & Doc Merge add-on to merge all of this spreadsheet data into one document every time a TPA is logged.

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This is where Form Workflow comes in. If it is the vice-principal submitting the evaluation, the add-on is used to get approval for the merged document from one of the two principals.

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Once this is done, the evaluated teacher is sent the TPA, along with a link to a Teacher Comments form. The comments make their way back to the original spreadsheet. This activates the the Mail Merge & Doc Merge add-on a second time. Another merged document is generated. This one contains both the TPA and the teacher’s comments.

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The second document is stored in a folder named “TPAs ready for signature.” The principal is notified automatically that it is there. He e-signs it, then forwards it to the assessed teacher for his e-signature.

Asked how satisfied he was with the process on a scale of 1 to 5, Brian answers with a resounding, “5!” And because we help make the  jobs of our community members easier, we are just as glad as he is.

Start using Wizy.io’s add-on free on the Add-on Marketplace! Get Mail Merge & Doc Merge with Attachments and Form Workflow.

 

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Wizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

 

Apol MassebieauTeachers Performance Appraisal improved at Associated Hebrew School with our add-ons
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Here are the latest improvements on the Mail Merge & Doc Merge add-on

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We consider our community of users as invaluable partners in building really useful products. We’re always listening to what you have to say. Based on your feedback, we’ve just released the following features to our popular Mail Merge & Doc Merge add-on:

1. Templates are now listed alphabetically.

This makes your searching easier, and (hopefully!) your work go faster.

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2. A unique PDF file can be attached  to your emails.

Clicking on “select” will open a window which will show you the PDF files stored in your Drive. Pick one, and it will be sent to each recipient of the emails you are generating.

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3. The “From” field can be customized.

We’ve made it possible to write the name you want to appear in the From field of your email. Now you can go a step further in personalizing your communication.

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Keep letting us know what you think. We’re constantly working to give you the most useful mail merge and document merge product on the market.

If you haven’t tried it yet, get the add-on here.

 

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

 

Mohamed BahriHere are the latest improvements on the Mail Merge & Doc Merge add-on
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Invoice your clients with Google Docs and Sheets

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Adam manages an IT support company for homes and small businesses. The company offers services covering hardware and software, as well as phones and networks. They’ll even come to your home to give you a lesson or two.

He used to make their monthly invoices one by one, by copying information that he would enter into a Google spreadsheet as clients’ requirements came in.

Then he discovered Data Merge, and what used to take him an entire afternoon at the end of each month now takes him just 5 minutes.

Data Merge is an add-on from wizy.io that transforms Google Sheets into a document generation and mail merge tool.

Adam makes a template for his invoice on Google Docs once. (You can use the template we have prepared here.) Then, at month’s end, all he has to do is run the add-on from his spreadsheet and Data Merge takes care of filling his invoice template with the details specific to the client.

Because Adam chooses the mail merge option, all the invoices made are automatically sent to their clients as PDF files.

You can get Data Merge here.

Or schedule a free demo with us.

Apol MassebieauInvoice your clients with Google Docs and Sheets
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