Merging Word Documents with Form Fields and Bookmarks: A Step-by-Step Guide

When it comes to merging word documents, one of the most crucial steps is adding form fields and assigning bookmarks to each field. This allows you to link your Word document's form fields to SmartSimple variables, making it easier to merge data from different sources. In this article, we'll take a closer look at how to add form fields and assign bookmarks in your Word document for successful merging.

Step 1: Create the Special MS Word Merge Custom Field

The first step is to create a custom field that maps SmartSimple fields you want to merge with your Word template. This can be done by uploading your Word document to a SmartFolder, as described on the 'Upload a Word Merge Document to a SmartFolder' page.

Step 2: Upload Your Word Document

Once you've created the custom field, upload your Word document to a SmartFolder. This is where you'll store and manage your templates for merging.

Step 3: Add Form Fields to Your Word Document

The final step is to add form fields to your Word document. These fields are linked to bookmarks that will be matched with SmartSimple variables during the merging process. To create these form fields, follow these steps:

* Open your Word document and go to the 'Developer' tab.

* Click on the 'Insert' button in the ribbon and select 'Form Field.'

* Choose a field type (e.g., text box, check box, dropdown list) and insert it into your document.

* Name each field by right-clicking on it and selecting 'Properties.'

* Assign bookmarks to each form field by clicking on the bookmark icon () next to the field.

By following these steps, you'll be able to add form fields and assign bookmarks to each field in your Word document. This will ensure a seamless merging process when combining data from different sources.

Remember to configure your SmartSimple Word Merge field to match the bookmarks up with SmartSimple variables for successful merging. With this step-by-step guide, you'll be well on your way to creating merged word documents with ease.

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