Changes

When 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 [[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. ----<BR><BR>==Uploading the Document==# Navigate to the [[SmartFolder]] to which you would like to upload the Word template.# Click on the "Browse..." button next to "Upload File" at the top of the right-hand frame.# In the File Upload screen, navigate to the Word template is ready , select it must be and click the "Open" button.<br /># Click the "Upload" button. The screen will refresh. The file has now been uploaded to a the SmartFolder. Detailed instructions on uploading documents to SmartFolders are located on this page: [[Smart FolderUploading a File – Step by Step]].   ==Obtaining the File ID / Folder ID==Once it the Word document has been uploaded take note of either: , you must obtain the file ID. * The file ID, which can be obtained by hovering your mouse over the file linkto the uploaded document<br />

* 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:<br>