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# 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.
<BR br />----<BR br />*The SmartSimple MS Word merge fields can use any existing Word mail merge template, including the existing merge fields within that template. This is possible because the ''mapping'' of the merge fields in the template to the appropriate SmartSimple data fields takes place in the ''field settings'' within SmartSimple. No changes are required to the original template or to the merge fields. Fields are mapped using the following syntax in the MS Word Merge field: Mergefield = @SmartSimple field name@;
* The entire merging process takes place on the server and the user does not need to run Word (or even have Word installed for this process to function). As long as there is a program installed on the user’s computer that can open a Word document, the process will work.
{{WordMergeAllVersions}}
* When the Word Merge is invoked from a single object (grant, organization, contact, etc.), a single document will be merged and created.
* When the Word Merge is invoked from a list view, a mail merge is executed that creates a merged document based on the number of records selected for the merge process. This could be used to create approval letters or grant agreements for a list of approved requests. See [[Exporting List View Results to Microsoft Word]] for further information.