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The merge features of '''SmartDoc''' provide you with the following benefits:
* Create form letters in Word and populate the data from [[SmartSimple]] Reports.
* Create reports in [[SmartSimple]] and display the results in a Word document.
To use these features you will need a good understanding of Microsoft Word document variables (DOC Variables), bookmarks and [[SmartSimple]] Reporting features.
SmartDoc will replace doc variables referenced within a document with values from [[SmartSimple]] reports.
1. Review the following document.
[[Image:Smartd17.png]]
* You need to make sure '''Tools''', '''Options'''; '''View Field Codes''' is enabled to see these doc variables.
* Each of these variables will be replaced with a value from a selected report referenced by the "field name". These field names need to be enclosed in double quotes.
* You can use the same value more than once - note the company name field is referenced twice in this document.
2. Click the '''Merge''' button.
[[Image:Smartd18.png]]
All the reports you are permissioned to see are displayed in this list.
3. Double click in the required report.
The data in the report is displayed:
[[Image:Smartd19.png]]
You can now choose the required record.
* If this report is based on criteria that require a prompt, then you will be prompted to supply the criteria value before the results are displayed.
* The first record of the report displays all the field names used in the report. When creating a new document or template, you can use these names to determine the names that you need to give to the doc variables.
[[Image:Smartd20.png]]
4. Double click the required record.
You are prompted to confirm that you wish to add this record to the document.
[[Image:Smart21.png]]
5. Click the '''Yes''' button.
The document is completed.
With the field codes hidden, the document will look as follows:
[[Image:Smartd22.png]]
[[Category:System Management]][[Category:Plug-Ins]]
* Create form letters in Word and populate the data from [[SmartSimple]] Reports.
* Create reports in [[SmartSimple]] and display the results in a Word document.
To use these features you will need a good understanding of Microsoft Word document variables (DOC Variables), bookmarks and [[SmartSimple]] Reporting features.
SmartDoc will replace doc variables referenced within a document with values from [[SmartSimple]] reports.
1. Review the following document.
[[Image:Smartd17.png]]
* You need to make sure '''Tools''', '''Options'''; '''View Field Codes''' is enabled to see these doc variables.
* Each of these variables will be replaced with a value from a selected report referenced by the "field name". These field names need to be enclosed in double quotes.
* You can use the same value more than once - note the company name field is referenced twice in this document.
2. Click the '''Merge''' button.
[[Image:Smartd18.png]]
All the reports you are permissioned to see are displayed in this list.
3. Double click in the required report.
The data in the report is displayed:
[[Image:Smartd19.png]]
You can now choose the required record.
* If this report is based on criteria that require a prompt, then you will be prompted to supply the criteria value before the results are displayed.
* The first record of the report displays all the field names used in the report. When creating a new document or template, you can use these names to determine the names that you need to give to the doc variables.
[[Image:Smartd20.png]]
4. Double click the required record.
You are prompted to confirm that you wish to add this record to the document.
[[Image:Smart21.png]]
5. Click the '''Yes''' button.
The document is completed.
With the field codes hidden, the document will look as follows:
[[Image:Smartd22.png]]
[[Category:System Management]][[Category:Plug-Ins]]