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Uploading Word Merge Document to a SmartFolder

969 bytes added, 14:09, 21 August 2013
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==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, select it and click the "Open" button.<br />
# Click the "Upload" button.
The screen will refresh. The file has now been uploaded to the SmartFolder.
Detailed instructions on uploading documents to SmartFolders are located on this page: [[Uploading a File – Step by Step]].
 
==Obtaining the File ID / Folder ID==
Once the Word document has been uploaded, you must obtain the file ID.
 
* The file ID can be obtained by hovering your mouse over the file link to the uploaded document<br />
''The File ID in this case is'' 97559
<br />-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:<br>
[[Image:SmartFolder-FolderID.png|link=|700px]]
<br>The folder ID is the resourceID. For example, if the URL is
<pre>grants.smartsimplebk.us/s_editresource.jsp?resourceid=94616</pre>
then the Folder ID is 94616
 
==File ID versus Folder ID==
The file ID or Folder ID that you have taken note of will be used in the third step, [[Custom Field Type: Special - MS Word Merge|creating the Special - MS Word Merge custom field]] that maps the SmartSimple fields you wish to merge to the Word template.
 
* If you specify the Folder ID in the Word Merge field, all documents in the folder will be displayed in a combo-box upon initiating the Word merge. The user can select the document that he/she wishes to create. This is useful if you have several different versions of a document to be generated from the same underlying data
 
* If you specify the File ID in the Word Merge field, that specific document will be used as the template for the Word merge.
==See Also==
{{WordMergeLinks}}
[[Category:SmartFolders]]
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