#Create forms in word for mac 2011 windows

The first step in the creation of the data source is to give each piece of variable information in the document a name. All the variable (changeable) information in the document combines to form a record. The Data file, or datasource, contains records. To perform a mail merge you need two types of files: a Data file and a Form file. Mail Merge mass produces letters, mailing labels or other documents. Let’s take a look at creating a Mail Merge document using Microsoft Office Word 2010. Step 3 - Create a Special - MS Word Merge custom field.Want to send or mail out a document to a list of different people? Instead of typing out every single one, or copying and pasting information for each individual person you would like to send the document to, you can simplify things by using Mail Merge.Step 2 - Upload the Word document to a SmartFolder.Step 1 - Create the MS Word document that will be used as the template.Note: If you do not rename the field, then the data merged within will be the same for all like-named fields. Copy and paste this field to other parts of your document and rename accordingly.You can now relabel the Field name with whichever name you wish to use.To rename the newly added Word Merge field, right-click on the field and select Edit Field.The selected field name will now appear within the document. With the first field on the list selected, click on Insert.When the Select Data Source dialog box appears, select a blank Excel document (or any existing Excel document you have accessible). If you haven't already, click on Select Receipients then Use Existing List.In Word 2007 and higher, select Mailings from the ribbon menu.To ensure the list view export functions, fields must be created using the following: This method will also work for Word Merge fields used outside of the list view. List View Export to a Word Merge field required the fields used be Word Merge instead of the old bookmarks which is described above. In Word 2013, the document must be saved as a 'Word 97-2003 Document': A Text Form Field will be inserted at the cursor location.On the Developer tab, click on the Legacy Tools button.If the 'Developer' tab is not visible, click on File > Options > Customize Ribbon, and check off the 'Developer' tab in the right hand frame.On the Legacy Forms menu click the first icon to insert a Form Field.On the Developer Menu select the Legacy Tools icon which is in the Controls section:.In the Popular section, select Show Developer Tab in the Ribbon.Click on the Menu button and select Word Options.Then provide a name for the field in the Bookmark section. Right-click on the Form Field and select Properties.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.

#Create forms in word for mac 2011 windows

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: