Articles
Document Generation Overview
ReadiNow lets you export data directly from Reports and Forms into preformatted MS Word documents. The steps involved are: identify the data to export create a document in MS Word add Mail Merge fields to the document upload the document to you...
Document Templates
Begin with a template document that contains Word merge fields specific to the subject related to objects in ReadiNow. Creating a new template document To create a new template document: Select Application Menu. The menu appears with available a...
Sample Mail Merge Fields
Showing Fields A simple template document loading a single specific instance. { MERGEFIELD with load Person [Peter Smith] }
{ MERGEFIELD [Age] }
{ MERGEFIELD [First Name] }
{ MERGEFIELD [Last Name] }
Style and colour Any formatting such ...
Microsoft Word Mail Merge Fields
The document generator uses Word merge-fields extensively. This page contains tips for working with Merge Fields in Word. Adding Merge Fields Merge fields can be inserted into the word document with two different methods: Using Words Quick Parts...
Generating Documents
Using the template documents, documents can be generated from the following: Reports Forms Workflows ( Generate Document ) Template documents have a target object starting context. Begin with the target object the template document is based o...
Microsoft Word Interoperability
Custom Fonts If non-standard fonts are being used in the template Word document, then it is recommended that those fonts be embedded into the template file so that generated documents will be correctly viewable by all recipients. Refer to the Emb...