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. #How to add document properties word 2013 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. Click on OK or Cancel to dismiss the Properties dialog box.Configuring a Word Merge in SmartSimple is a three-step process:. 
Your new property appears at the bottom of the dialog box, in the Properties list.
In the Value box, type the value you want assigned to the property. Using the Type drop-down list, specify the type that best describes what you will store in this document property. In the Name box, type the name you want used for your new document property. The Custom tab of the Properties dialog box. Word displays the Properties dialog box for your document. To create a custom document property, follow these steps: These can then be used within your document (using the DOCPROPERTY field) or within macros. In addition to the standard properties maintained by Word, you can create your own custom document properties. 
Word then displays the Properties dialog box for your document, and you can use the different tabs to view the information maintained. You can view a portion of this information by choosing the Properties option from the File menu. Besides your actual document, Word also maintains quite a bit of statistical and overview information about your document.
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