Difference between revisions of "Uploading Word Merge Document to a SmartFolder"
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(Created page with '==Upload to SmartFolder== When the document/template is ready it must be uploaded to a Smart Folder. Once it has been uploaded take note of either: * The file ID, which can …') |
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When the document/template is ready it must be uploaded to a [[Smart Folder]]. Once it has been uploaded take note of either: | When the document/template is ready it must be uploaded to a [[Smart Folder]]. Once it has been uploaded take note of either: | ||
* The file ID, which can be obtained by hovering your mouse over the file link<br /> | * The file ID, which can be obtained by hovering your mouse over the file link<br /> | ||
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<pre>grants.smartsimplebk.us/s_editresource.jsp?resourceid=94616</pre> | <pre>grants.smartsimplebk.us/s_editresource.jsp?resourceid=94616</pre> | ||
then the Folder ID is 94616 | then the Folder ID is 94616 | ||
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| + | ==See Also== | ||
| + | {{WordMergeLinks}} | ||
Revision as of 10:51, 20 August 2013
When the document/template is ready it must be uploaded to a Smart Folder. Once it has been uploaded take note of either:
- The file ID, which can be obtained by hovering your mouse over the file link
The File ID in this case is 97559
-or-
- The folder ID, which can be obtained by hovering your mouse over the folder link (see below) or by right-clicking on the folder link and selecting Properties:
The folder ID is the resourceID. For example, if the URL is
grants.smartsimplebk.us/s_editresource.jsp?resourceid=94616
then the Folder ID is 94616
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
