Difference between revisions of "SmartDoc for Microsoft Word Overview"
From SmartWiki
| Line 1: | Line 1: | ||
| − | The '''SmartDoc''' feature provides you with a Microsoft Word document template that can be used in | + | The '''SmartDoc''' feature provides you with a Microsoft Word document template that can be used in three ways: |
| − | + | # 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: 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 | + | '''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''' 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. | * 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 and | + | * SmartDoc will work with Microsoft Word version 2000, XP and 2007. It will not work with Microsoft Word for the Macintosh. |
| Line 19: | Line 19: | ||
* '''[[Using the Merge Features of SmartDoc]]''' | * '''[[Using the Merge Features of SmartDoc]]''' | ||
* '''[[Using Sub Reports in SmartDoc]]''' | * '''[[Using Sub Reports in SmartDoc]]''' | ||
| + | * '''[[Custom Field Type: MS Word Merge|MS Word Merge Custom Field]]''' | ||
[[Category:Plug-Ins for Microsoft Office]] | [[Category:Plug-Ins for Microsoft Office]] | ||
Revision as of 12:26, 16 July 2009
The SmartDoc feature provides you with a Microsoft Word document template that can be used in three ways:
- 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 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 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 2007. It will not work with Microsoft Word for the Macintosh.
Training related articles in Sequential order are listed as follows:
