Category:Word Merge

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SmartSimple's Word Merge functionality provides the ability to dynamically create an MS Word document from underlying SmartSimple data.

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. Upload the Word document to a SmartFolder. (See Uploading Word Merge Document to a SmartFolder for instructions.)
  3. Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.