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Custom Field Type: Special – MS Word Merge

64 bytes added, 20:19, 1 April 2009
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==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 <br />-or-
* The the folder ID, which can be obtained by right-clicking on the folder link and selecting Properties:<br>
[[Image:FolderID.gif|left]]
the Folder ID is 67159
<br>
 
 
==Create MS Word Merge Field==
You can now create the MS Word Merge custom field in [[SmartSimple]] that will be used to dynamically populate the document.<br>
[[Image:WordMerge1.png]]
* The In the '''Values''' section the form fields you created on the MS Word document are now assigned by name to the associated [[SmartSimple ]] Field Names or Field IDs: ('''signatory=@me.fullname@''' or '''datesigned=@#565346#@''')*'''Note''': Field references are semi-colon delimited.
You must also specify the either the Field ID or File ID (as described [[#Upload to SmartFolder|above]]) of the MS Word document.<br>
[[Image:FileID.PNG]]
* If you specify the [[Smart Folder:Folder]] ID , all documents in the folder will be displayed in a dropdown combo-box upon initiating the Word merge and the . The [[User|user]] can choose select the document that he/she wishes to create.* If you specify the File ID , that specific document will be created.
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