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# In conjunction with [[reports]] within [[SmartSimple]] to merge information from these reports into Word documents.# With the [[Applicant Tracking]] system to convert resumes (CV) into applicant profiles.# With the [[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]] to automatically upload the document back to a specified field on the record that generated it. '''SmartDoc''' is a Microsoft Word document template; the program and toolbar used by the '''SmartDoc''' are stored in this template. There is no program to install when you wish to use this feature, however, the '''SmartDoc''' template must be placed in your Microsoft Word startup '''Startup''' folder.
* If you do not have administrative rights on your computer you will not be able to install the template and you will need to seek the assistance of your IT staff.
* SmartDoc will work with Microsoft Word version 2000 , XP and XP2007. It will not work with Microsoft Word for the Macintosh. '''Note:''' if you use MS Word as your e-mail editor within Microsoft Outlook it may interfere with SmartDoc. See [[Configuring SmartDoc and Setting the User Options#Troubleshooting|here]] for details. Also, the SmartDoc feature will not work if you have enabled the [[Enable URL Parameter Encryption| URL Parameter Encryption]] within the Global Settings page.
* '''[[Configuring SmartDoc and Setting the User Options]]'''
* '''[[Using the Resume Upload Functions of SmartDoc]]'''
* '''[[Using the Merge Features of SmartDoc]]'''
* '''[[Using Sub Reports in SmartDoc]]'''
* '''[[System Requirements for SmartDocCustom Field Type: Special - MS Word Merge]]''' [[Category:System Management]][[Category:Plug-Ins for Microsoft Office]]