View source for Uploading a MS Word Merge Document to a Custom Field

The document created when you click on the MS Word Merge button is "disconnected" from [[SmartSimple]]. If you wish to upload the document to [[SmartSimple]] you can use one of two techniques:
* Login and upload the document to the appropriate single or multiple file field.<br />-or-
* Use [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to automatically upload the document to a specified [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple File]] field, without directly logging into the system.


'''SmartDoc plug-in document uploading:'''

* To use [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to upload a Word document you need to specify the field within SmartSimple that will be used to store the document. It can be either a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple File]] field.
* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.
[[Image:StoreTo.PNG]]
* All [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple File]] fields on the same level and any parent levels (Level 1 and or Level 2) will be available in the '''Value Stores To''' combo box.
::''i.e. if the '''MS Word Merge''' field is at Level 2, you will be shown all File fields on Level 2 and Level 1.''
::''If all fields are being displayed rather than just file storage fields you should save the MS Word Merge [[Custom Field]].''
* Each user will need to download and install the latest version of [[SmartDoc for Microsoft Word Overview|SmartDoc for Microsoft Word]] to take advantage of this feature.
* Note: [[Enable URL Parameter Encryption]] on Global Settings must be disabled to use this method.
<br>
Once the MS Word Merge document has been generated as described [[#Generating the Document|above]] the [[user]] can edit the document and/or save it locally if desired. <br>
Selecting the '''Upload Document''' button on the [[SmartDoc for Microsoft Word Overview|SmartDoc]] toolbar in MS Word will cause the document to uploaded to [[SmartSimple]] and attached to the designated field.

==See Also==
{{WordMergeLinks}}
[[Category:Plug-Ins for Microsoft Office]]