Difference between revisions of "Template:WordMergeLinks"
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| − | * [[Custom Field Type: Special - MS Word Merge]] | + | To set up a Word merge: |
| − | * [[ | + | * Step 1 - [[Adding Form Fields to a MS Word Document|Create the MS Word document that will be used as the template.]] |
| − | * [[Uploading Word Merge Document to a | + | * Step 2 - [[Uploading Word Merge Document to a SmartFolder|Upload the Word document to a SmartFolder.]] |
| + | * Step 3 - [[Custom Field Type: Special - MS Word Merge|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]] | * [[Including Tables in a Word Merge Document]] | ||
| + | * [[Using ReportProperty with a Word Merge Document]] | ||
* [[Including Check Boxes on an MS Word Merge Document]] | * [[Including Check Boxes on an MS Word Merge Document]] | ||
* [[Including XML on an MS Word Merge Document]] | * [[Including XML on an MS Word Merge Document]] | ||
| − | * [[ | + | * [[Using Conditional Logic on a MS Word Merge Document]] |
[[Category:Word Merge]] | [[Category:Word Merge]] | ||
Latest revision as of 10:41, 18 April 2015
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
