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Custom Field Type: Special – MS Word Merge

37 bytes removed, 21:05, 1 April 2009
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==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.
* 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''
* '''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''
<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.
 
* 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.
 
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