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Introduktion

Data merge feature lets you automatically fill the Microsoft Office documents (in particular, Word and Excel documents) with the appropriate information from the DocuNote database.

This feature is useful in drafts of the letters or sale quotes where client information needs to be inserted into one or more locations within the document.

To let the system know what record to retrieve from the database, you should set up the relation between DocuNote database records and document meta information, also referred as "document properties".

After setting the relation, you can place special markers within the document to retrieve values stored under the document properties.

The document properties are communication mediums between DocuNote database fields and placeholders in your target document.

• The sections below provide you with a step-by-step overview of the processes that must be completed at the case and document level in order to merge data from the DocuNote database into Word and Excel. For each step, you will find links to detailed information.
• For the process for emails also see MS Office Integration - E-mail templates (Adm.)

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Tip:

• Merging applies to one document, but if you have documents with different categories and need to use the same merge setting for all of them, you can group the documents under one case and use just one merge setting at the case level. </aside>

Setting up the merge process - step-by-step overview

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Tip:

• You’re not supposed to do all steps every time. Some of the elements might be reusable for multiple situations. </aside>

1. Prepare system and custom database fields Examine which fields you want to use in your documents so you know which database fields are necessary to complete the merge. (See (Step 1a) Database records - Merge)

   • See details about MetaForm - System field types or Metaform - Custom field types

   

2. Create document and/or case metaform design Here you add, among other things, the fields you want to use to merge data into your documents

   • See details about Metaforms designer

   

3. Create document and/or case "Microsoft Office Profile" You must now create a Microsoft Office profile, which is a powerful tool for retrieving database fields and creating their relation to the document's office properties, which you will later use in Word or Excel.

   • See details about (Step 3a) Microsoft Office Profiles - Merge
   • See also (Defining format patterns ) in Microsoft Office-profile