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Custom Field Type: Special – MS Word Merge

1 byte added, 20:12, 1 April 2009
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* You can use a normal Word document (doc or .docx), or you can use Word templates (.dot or .dotx).
* You must first create a document which includes the MS Word Form Fields to be populated by SmartSimple. Each Form Field must be provided with a name (called a '''Bookmark''' in MS Word). This name will be used to link the form field on the Word document to a Standard or Custom Field within [[SmartSimple]].
 
 
==Adding Form Fields to a MS Word Document:==
<u>MS Word 2000-2003:</u>
* From the '''View''' Menu select '''Toolbars''' and enable the '''Forms''' Toolbar
* Click in your Word document wherever you wish to insert a Form Field.
* On the Forms Toolbar click on the first button to insert a Form Field into your document: [[Image:FormsToolbar.gif]]
* Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
 
<u>MS Word 2007:</u>
* Click on the Menu button and select '''Word Options'''
* In the '''Popular''' selection ''Show Developer Tab in the Ribbon''
* Click in your Word document wherever you wish to insert a Form Field.
* On the Developer Menu select the '''Legacy Tools''' icon which is in the Controls section: [[Image:2007Forms.gif]]
* On the Legacy Forms menu click the first icon to insert a Form Field.
* Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
 
 
==Upload to SmartFolder==
When the document/template is ready it must be uploaded to a [[Smart Folder]].
Once it has been uploaded take note of the ID of either
* The file ID, which can be obtained by hovering your mouse over the file link
* The the folder ID, which can be obtained by right-clicking on the folder link and selecting Properties:<br>
[[Image:FolderID.gif|left]]
<br>The folder ID is the resourceID. For example if the URL is
<pre>http://smart.smartsimple.org/s_editresource.jsp?resourceid=67159</pre>
the Folder ID is 67159
<br>
* Once the document has been completed off-line, the [[User|user]] selects Upload Document in MS Word and the document will be uploaded and attached to the field.
* You will need to download and install the latest version of the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]].
 
==Adding Form Fields to a MS Word Document:==
<u>MS Word 2000-2003:</u>
* From the '''View''' Menu select '''Toolbars''' and enable the '''Forms''' Toolbar
* Click in your Word document wherever you wish to insert a Form Field.
* On the Forms Toolbar click on the first button to insert a Form Field into your document: [[Image:FormsToolbar.gif]]
* Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
 
<u>MS Word 2007:</u>
* Click on the Menu button and select '''Word Options'''
* In the '''Popular''' selection ''Show Developer Tab in the Ribbon''
* Click in your Word document wherever you wish to insert a Form Field.
* On the Developer Menu select the '''Legacy Tools''' icon which is in the Controls section: [[Image:2007Forms.gif]]
* On the Legacy Forms menu click the first icon to insert a Form Field.
* Right-click on the Form Field and select Properties. Then provide a name for the field in the Bookmark section.
 
 
==Upload to SmartFolder==
When the document/template is ready it must be uploaded to a [[Smart Folder]].
Once it has been uploaded take note of the ID of either
* The file ID, which can be obtained by hovering your mouse over the file link
* The the folder ID, which can be obtained by right-clicking on the folder link and selecting Properties:<br>
[[Image:FolderID.gif|left]]
<br>The folder ID is the resourceID. For example if the URL is
<pre>http://smart.smartsimple.org/s_editresource.jsp?resourceid=67159</pre>
the Folder ID is 67159
<br>
 
 
[[Category:Enhancements]][[Category:Custom Fields]]
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