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==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>
* '''Note''': Field references are semi-colon delimited.
<u>'''Including Tables'''</u><br>
You can also add data to one or more existing '''tables''' in the resultant MS Word document if you have multiple records that you need to include.
''For example: all Level 2 Activities related to a Level 1 entity''
* In the example below the first table (identified by position and referenced as table_1) is set to the records associated with the [[Entity|entity]].
[[Image:WordMergeTable.PNG]]
* In the MS Word document you must create a table with the relevant number of columns. The table should only include a single row with the column headings (the heading do '''not''' have to match the field names within SmartSimple.)
* You do '''not''' have to create form fields within the table. New rows will be created automatically and populated with data in the order specified in in the MS Word Merge Custom Field '''Values''' section.
* The table you create in MS Word for the example above would look like this:
[[Image:WordTable.PNG]]
<u>'''Custom Field IDs'''</u><br>
You can use the Extract IDs and Display Field Names links in the section to display associated Field IDs and Field Names.<br>
[[Image:Extract.PNG]]
''This is for assistance only. Data in the Custom Field IDs section does not control any behaviour.''
<u>'''Smart Folder/File ID'''</u><br>
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]]
:::''Useful if you have several different versions of a document to be generated from the same underlying data''
* If you specify the File ID, that specific document will be created.
==Uploading an MS Word Merge document Document to a custom fieldCustom Field==Documents The document created in this manner are 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 the [[SmartDoc for Microsoft Word Integration|SmartDoc]] [[Plug-In|plug-in]] to automatically 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 within SmartSimple that should will be used to store the document. It can be either a [[Custom Field Type (33): Link – Single File|Single File]] or [[Custom Field Type (80): Link – Multiple Files|Multiple File]] field.
* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.
[[Image:StoreTo.PNG]]
* 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.
