Difference between revisions of "Adding Form Fields to a MS Word Document"
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Configuring a [[Word Merge]] in SmartSimple is a three-step process: | Configuring a [[Word Merge]] in SmartSimple is a three-step process: | ||
| − | # Create the MS Word document that will be used as the template. This page describes the process to add form fields to your Word document. | + | # Create the MS Word document that will be used as the template. '''This page describes the process to add form fields to your Word document.''' |
# Upload the Word document to a [[SmartFolder]]. (See [[Uploading Word Merge Document to a SmartFolder]] for instructions.) | # Upload the Word document to a [[SmartFolder]]. (See [[Uploading Word Merge Document to a SmartFolder]] for instructions.) | ||
# Create the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] custom field that maps the SmartSimple fields you wish to merge to the Word template. | # Create the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] custom field that maps the SmartSimple fields you wish to merge to the Word template. | ||
Revision as of 15:18, 20 August 2013
Configuring a Word Merge in SmartSimple is a three-step process:
- Create the MS Word document that will be used as the template. This page describes the process to add form fields to your Word document.
- Upload the Word document to a SmartFolder. (See Uploading Word Merge Document to a SmartFolder for instructions.)
- Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.
MS Word 2000-2003:
- From the View Menu select Toolbars and enable the Forms Toolbar
- Click in your Word document wherever you wish to insert a Form Field.
- On the Forms Toolbar click on the first button to insert a Form Field into your document:
- Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
MS Word 2007:
- Click on the Menu button and select Word Options
- In the Popular section, select Show Developer Tab in the Ribbon
- Click in your Word document wherever you wish to insert a Form Field.
- On the Developer Menu select the Legacy Tools icon which is in the Controls section:
- On the Legacy Forms menu click the first icon to insert a Form Field.
- Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
MS Word 2010
- Click in your Word document wherever you wish to insert a Form Field.
- Click on the Developer tab.
- If the "Developer" tab is not visible, click on File > Options > Customize Ribbon, and check off the "Developer" tab in the right hand frame.
- On the Developer tab, click on the Legacy Tools button:
. - Click on the Text Form Field button
- A Text Form Field will be inserted at the cursor location.
- Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
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
