Overview
Created by Bruce Fallen in 5/15/2009 12:39:01 PM

Document Templates:

  • Created in Word (or any other word processor such as open office that creates .doc or .docx files)
  • Mail merge Fields are added to the document template, you can do this by following the steps below (word 2003) 
    • Select "Insert" > "Field" menu item
    • Select "MergeField" from the List
    • Enter the field name you want in the "Display text" box

The field names that you enter using this process must match the fieldnames you use in your form. Doing repeats/tables takes an extra step but it is
probably easier to just try this first. 

Form Design

  • Created using the WordFusion Form Designer 
  • Fields are added to the Form
    • "Field" property of the field is set to the same name as the "MergeField" name in the attached document.
  • Attach a Document Template;  
    • Click the "Attach Template" button on the tool bar   
    • Browse to the document template you created in the first step

Fill-In and Assemble the Document:

  • Done when using the Form in Fill-Mode
  • Open the Form using the Library in "Fill-In" mode, or click the "Test Run Form" button in design mode.
  • Enter the details in the form Click the "Assemble" to document button on the tool bar.

These are the basis steps to get you started. Once you have got this going then we can help you with the items below.

  • Tables
  • MergeText
  • Conditional IF in the document template
  • Optional sections
  • Scripts
  • Integration with MS Access and other Databases
  • Email integration
  • Master Forms 
  • Popup Forms

We hope this helps, if you have any further questions feel free to contact
us using the contact page, or by posting questions to this
forum.

Regards
The WordFusion Team

 


 


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