Step 1: What information do you want to insert in your document?

1. I want to create a table in my document using data from my board

Pull data from your board and present it in a table format in your document.

2. I want to insert a specific value from my board

Pull a specific column value from a specific row and insert it anywhere in your document

3. I want to insert the sum of a number column

Pull the sum total of any number column and insert it anywhere in your document

4. I want to insert general information from my board or my account

For example, insert your name or your board name into the document.

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