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Custom Field Type: Special – MS Word Merge

9 bytes added, 18:28, 15 July 2009
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The document created 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 IntegrationOverview|SmartDoc Plug-Infor Microsoft Word]] 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 IntegrationOverview|SmartDoc Plug-Infor Microsoft Word]] to upload a Word document you need to specify the field within SmartSimple that will be used to store the document. It can be either a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple File]] field.
* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.
[[Image:StoreTo.PNG]]
::''i.e. if the '''MS Word Merge''' field is at Level 2, you will be shown all File fields on Level 2 and Level 1.''
::''If all fields are being displayed rather than just file storage fields you should save the MS Word Merge [[Custom Field]].''
* Each user will need to download and install the latest version of the [[SmartDoc for Microsoft Word IntegrationOverview|SmartDoc Plug-Infor Microsoft Word]] to take advantage of this feature.
<br>
Once the MS Word Merge document has been generated as described [[#Generating the Document|above]] the [[user]] can edit the document and/or save it locally if desired. <br>
Selecting the '''Upload Document''' button on the [[SmartDoc for Microsoft Word IntegrationOverview|SmartDoc]] toolbar in MS Word will cause the document to uploaded to [[SmartSimple]] and attached to the designated field.
==Troubleshooting==
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