Difference between revisions of "Uploading Word Merge Document to a SmartFolder"

Revision as of 15:00, 20 August 2013

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. This page describes the second step, uploading the Word template to a SmartFolder.
3. Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.

Detailed instructions on uploading documents to SmartFolders are located on this page: Uploading a File – Step by Step.

Once the Word document has been uploaded, you must obtain the file ID.

• The file ID can be obtained by hovering your mouse over the file link to the uploaded document
  

The File ID in this case is 97559
-or-

• The folder ID can be obtained by hovering your mouse over the folder link (see below) or by right-clicking on the folder link and selecting Properties:
  

The folder ID is the resourceID. For example, if the URL is

grants.smartsimplebk.us/s_editresource.jsp?resourceid=94616

then the Folder ID is 94616

The file ID or Folder ID that you have taken note of will be used in the third step, creating the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.

See Also

To set up a Word merge:

• Step 1 - Create the MS Word document that will be used as the template.
• Step 2 - Upload the Word document to a SmartFolder.
• Step 3 - Create a Special - MS Word Merge custom field.

Advanced Word Merge Features Include:

• Exporting List View Results to Microsoft Word
• Uploading a MS Word Merge Document to a Custom Field
• Including Tables in a Word Merge Document
• Using ReportProperty with a Word Merge Document
• Including Check Boxes on an MS Word Merge Document
• Including XML on an MS Word Merge Document
• Using Conditional Logic on a MS Word Merge Document