Subject

How to use and define Word document forms

Description of solution / instructions

Word form preparation

1. To create word template, must use MS Word and defined as .docx file, otherwise document will not receive calculated values.
2. There is Word Field Values which can be used in Word document, use Module System > Reports > Word field values (find record example and run)  

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3. To open Word document go to Module System > Settings > Word Form Definition

4. In Word template choose Insert > Field (can be also Insert > Text > Field)

5. In column Categories choose "Mail merge"

6. In column Field names choose  "MergeField"

7. In entry field indicate Field code, which must be added to document, for example "MERGEFIELD F_NUMMER" 

8. After OK, there will be a new field generated , now styles for the field can be changed. Be careful- as field cannot be renamed. If field must be changed - it can only be deleted and created once again.

Word form setup

1. To activate print option choose Module System > Settings > Word document form Settings and add active Yes.

2. To use multiple languages - must be added Module System > Settings > Languages and also added language to company contacts. Then in Module System > Settings > Word Form Definition add language code

3. To correct and change forms Module System > Settings > Word Form Definition

References

https://excellent.atlassian.net/wiki/spaces/PUB/pages/2298675447/Word+dokumentu+formas+izmanto+ana#Worddokumentuformasizmanto%C5%A1ana-Veid%C5%86uiestat%C4%AB%C5%A1ana%3A

Additional information

Additional keywords

Forms, Form Definition, Form Templates, Dokumenti, Formu definīcija, Word

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