On the Forms Toolbar click on the first button to insert a Form Field into your document:.Click in your Word document wherever you wish to insert a Form Field.From the View Menu select Toolbars and enable the Forms Toolbar.3.3 Preparing Template for List View Export.They will be used in step 3: creating an MS Word Merge custom field. Take note of all the Bookmarks that you add to the Form Fields below. If the user does not have MS Word on a Windows machine, the process will simply open whatever program is associated with the document's extension. Once the merge is launched, SmartSimple streams the resultant document back to the client’s browser where the extension of the streamed document (*.doc, *.docx, etc.) will trigger the launching of MS Word. As opposed to using the user's version of Word to create the merged document, the merge is performed by SmartSimple's Word Merge engine using an programmatic object compatible with MS Word (all versions). Note that SmartSimple's Word Merge feature works with all versions of MS Word. The steps vary slightly in different versions of Word.

In this step, you will add the Form Fields and assign Bookmarks to each field in your Word document that is to be merged. Your Word document will contain Form Fields which are linked to 'Bookmarks.' The SmartSimple Word Merge field will be configured to match the bookmarks up with SmartSimple variables in the third step. Create the Special - MS Word Merge custom field that maps the SmartSimple fields you wish to merge to the Word template.(See Uploading Word Merge Document to a SmartFolder for instructions.) Upload the Word document to a SmartFolder.This page describes the process to add form fields to your Word document. Create the MS Word document that will be used as the template.Configuring a Word Merge in SmartSimple is a three-step process:

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