Template:WordMergeLinks

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