Difference between revisions of "Category:Word Merge"

From SmartWiki
Jump to: navigation, search
(Created page with 'SmartSimple's Word Merge functionality provides the ability to dynamically create an MS Word document from underlying SmartSimple data.')
 
Line 1: Line 1:
 
SmartSimple's Word Merge functionality provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
 
SmartSimple's Word Merge functionality provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
 +
 +
Configuring a Word Merge in SmartSimple is a three-step process:
 +
# Create the MS Word document that will be used as the template. (See [[Adding Form Fields to a MS Word Document]] for instructions.)
 +
# Upload the Word document to a [[SmartFolder]]. (See [[Uploading Word Merge Document to a SmartFolder]] for instructions.)
 +
# Create the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] custom field that maps the SmartSimple fields you wish to merge to the Word template.

Revision as of 10:46, 20 August 2013

SmartSimple's Word Merge functionality provides the ability to dynamically create an MS Word document from underlying SmartSimple data.

Configuring a Word Merge in SmartSimple is a three-step process:

  1. Create the MS Word document that will be used as the template. (See Adding Form Fields to a MS Word Document for instructions.)
  2. Upload the Word document to a SmartFolder. (See Uploading Word Merge Document to a SmartFolder for instructions.)
  3. Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.