Subject

How to use and define Word document forms

Description of solution / instructions

Word form preparation

1. To create a Word template, must use MS Word and define it as a .docx file, otherwise, the 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 define these fields in a Word template choose the MS Word option 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 the Field code, which must be added to a 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 because a field cannot be renamed. If the field must be changed - it can only be deleted and created once again.

• If the field is inserted correctly, it will be highlighted gray when the cursor is active on them

Word form setup

1. To activate the 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 Document Form Definition add language code (Principle similar to standard form set up)

Important: If in the Word template, you have a Table, then need to specify the first field code in the "First Field in Table" column. So the system knows which will be the first matrix field. For example, F_ARTNR (Item code)

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

References

In Latvian - 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

Field list for

• Invoices: https://excellent.atlassian.net/wiki/spaces/PUB/pages/2298675548/R+ina+lauku+saraksts
• Quotations: https://excellent.atlassian.net/wiki/spaces/PUB/pages/2298675564/Pied+v+juma+lauku+saraksts
• Sales Orders: https://excellent.atlassian.net/wiki/spaces/PUB/pages/2298675578/Klientu+pas+t+juma+lauku+saraksts
• Contracts: https://excellent.atlassian.net/wiki/spaces/PUB/pages/2298675511/L+guma+lauku+saraksts

Additional keywords

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

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