Difference between revisions of "Uploading Word Merge Document to a SmartFolder"
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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. (See [[Adding Form Fields to a MS Word Document]] for instructions.) | # Create the MS Word document that will be used as the template. (See [[Adding Form Fields to a MS Word Document]] for instructions.) | ||
| − | # | + | # '''This page describes the second step, uploading the Word template to a SmartFolder.''' |
# 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 15:19, 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. (See Adding Form Fields to a MS Word Document for instructions.)
- This page describes the second step, uploading the Word template to a SmartFolder.
- Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.
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
