Difference between revisions of "ProDon:Integrating a Word Document in the Database"
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The "Master document management" window will open, click on [[Image:Button add plus.png]]. | The "Master document management" window will open, click on [[Image:Button add plus.png]]. | ||
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== Obtaining the Location of a Master Document == | == Obtaining the Location of a Master Document == | ||
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"Save as" the document. | "Save as" the document. | ||
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| − | '''CAUTION: '''Do not use extension ".docx" of '''''Word''''' ('''''Word''''' 2003 or older versions). | + | '''CAUTION: '''Do not use extension ".docx" of '''''Word''''' ('''''Word''''' 2003 or older versions). |
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== Opening the Master Document from the Software == | == Opening the Master Document from the Software == | ||
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Go in the "Master document management" by clicking on the "Mailings" menu, then click on "[[Image:Bouton document maître.png]] Master documents". | Go in the "Master document management" by clicking on the "Mailings" menu, then click on "[[Image:Bouton document maître.png]] Master documents". | ||
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When the fields are inserted and the document is complete, save it using the "Save" function. The database will always keep the same document name and the same location. '''NEVER USE THE "Save as" FUNCTION.''' | When the fields are inserted and the document is complete, save it using the "Save" function. The database will always keep the same document name and the same location. '''NEVER USE THE "Save as" FUNCTION.''' | ||
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Latest revision as of 07:40, 5 May 2016
| Integrating a Word Document in the Database |
Introduction
It is possible to integrate an existing Word document as master document in the software.
Creating a Master Document in the Database
From the software home page, click on the "Mailings" menu, then select "
Master documents".
The "Master document management" window will open, click on 
.
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The "Add master document" window opens. |
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To configure a master document, follow the instructions in the section "Master document configuration", of the "Master document management" procedure. |
When the master document is configured, click on "
Confirm addition".
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The master document will then be in the "Master document management" window. |
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A: Take note of the file name that the database attributed to the document that will be produced in Word (In this example, the file name of the document is "LET_226". |
After taking note of the Word document's name, close the software.
Obtaining the Location of a Master Document
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A: Right-click on the software shortcut that is on the desktop. |
B: In the menu, click on "Properties". |
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This window will open. | |
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C: Select and copy the path inscribed next to "Start in". |
D: After copying the path, click on the "Cancel" button. |
Saving a Word Document as Master Document
Open the Word document to save as master document.
"Save as" the document.
 | |
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E: Paste the path copied earlier. Right after the path, type "\Master\Documents\", then add the file name the database attributed to the master document (the master document in the example is named LET_226). |
F: Click on "Save". |
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CAUTION: Do not use extension ".docx" of Word (Word 2003 or older versions). | |
Close the Word document.
Opening the Master Document from the Software
Open the database.
Go in the "Master document management" by clicking on the "Mailings" menu, then click on " Master documents".
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A: Select the master document created earlier. |
B: Click on the " |
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The integrated master document opens. |
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C: Insert the wanted merge fields. For more information concerning the insertion of merge fields, click here. |
When the fields are inserted and the document is complete, save it using the "Save" function. The database will always keep the same document name and the same location. NEVER USE THE "Save as" FUNCTION.
Document name: ProDon:Integrating a Word Document in the Database
Version : 4.6.5.7
