Changes

Jump to: navigation, search

Custom Field Type: Special – MS Word Merge

144 bytes added, 18:17, 29 March 2009
no edit summary
* If you specify the Document ID then that specific document will be created.
* Once configured, you click the button associated with the MS Word Merge and the document will be dynamically created and the [[SmartSimple]] data added.
* The document can then be saved locally. '''Note''': the [[User|user]] will need to use the MS Word Save As feature as the document will be read -only.
'''Uploading an MS Word Merge document to a custom field'''
Documents created in this manner are "disconnected" from [[SmartSimple]]. If you wish to upload the document to [[SmartSimple]] you can use one of two techniques:
* Login and upload the document to the appropriate single or multiple file field.
* Use the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]] to automatically attach the document to a specified single or multiple file field, without directly logging into the system.
'''SmartDoc plug-in document uploading:'''
* To use the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in ]] to upload a Word document you need to specify the field that should be used to store the document.
* The field name is set in the MS Word merge field type - [[Custom Field]] setting.
* Once the document has been completed off-line, the [[User|user]] selects Upload Document in MS Word and the document will be uploaded and attached to the field.
* You will need to download and install the latest version of the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]].
[[Category:Enhancements]][[Category:Custom Fields]]
4,401
edits

Navigation menu