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Custom Field Type: Special – MS Word Merge

16 bytes added, 14:21, 21 August 2013

→‎Creating the MS Word Merge Field

==Creating the MS Word Merge Field==

Now that the Word document to be used as the template [[Adding Form Fields to a MS Word Document|has been created (step 1)]] and [[Uploading Word Merge Document to a SmartFolder|uploaded to a SmartFolder (step 2)]], you can now proceed to step 3: creating the MS Word Merge custom field that will be used to dynamically populate the document.<br>

[[Image:WordMergeValues.png|link=]]* In the '''Values''' section: the form fields you created on the MS Word document are now assigned by name to the associated [[SmartSimple]] Field Names or [[Custom Field ID|Field IDs]]s:

::''signatory=@me.fullname@;''

:::or

::''datesigned=@#565346#@;''

[[Image:WordMergeValues.png|link=]]

* '''Note''': Each ''Form Field'' on the MS Word Merge Document should be represented on a different line in the MS Word Merge Field '''Values''' section, and each line must end with a semi-colon.

* The sequence is not important, as the variables are matched using the bookmark name.

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Arthur Lathrop

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