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==Create Creating the 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]]
* 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 combo-box upon initiating the Word merge. The [[User|user]] can select the document that he/she wishes to create.:::''Useful if you have several different documents versions of a document to be generated from the exact same underlying data''
* If you specify the File ID, that specific document will be created.
==Generating the Document==* Once configured, In order to generate the document when viewing or editing a record you simply click the button associated with the MS Word Merge and . * If a Folder ID was specified in the [[Custom Field]] settings you will be prompted to select a document.* The document will be dynamically created and the [[SmartSimple]] data added.* The document can then be saved locally. '''Note''': the [[User|user]] will need to use the MS Word '''Save As ''' feature as the document will be read-only.
==Uploading an MS Word Merge document to a custom field==
Documents created in this manner are "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 the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]] to automatically attach upload the document to a specified single or multiple file field, without directly logging into the system. '''SmartDoc plug-in document uploading:''' * To use the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]] to upload a Word document you need to specify the field that should be used to store the document.* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.[[Image:StoreTo.PNG]]* 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.* Each user will need to download and install the latest version of the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]] to take advantage of this feature.
[[Image:WordTable.PNG]]
[[Category:Enhancements]][[Category:Custom Fields]]
