Is it possible to merge RangerMSP data into the Word documents?
Announcement
Collapse
No announcement yet.
Is it possible to merge RangerMSP data into the Word documents?
Collapse
X
-
Product FAQ
- 172
Is it possible to merge RangerMSP data into the Word documents?
-
Support Team
- 7534
Re: Is it possible to merge RangerMSP data into the Word documents?
Yes. You need to use Word's merge documents feature. To manage Word's merge documents, go to Settings > Documents > Template Management.
Click on the New Template button, provide a name for the template and select a template (it can be your office letterhead, for example). A new Word template window will open. Click OK on the Confirm the pop-up window. You can now design and edit the template as needed and add a RangerMSP Merge Field from the Merge Field list. Then, save the template.
To use RangerMSP Templates, in the New Document window select Create From Based on a RangerMSP Template then select one of your predefined templates. RangerMSP data fields will automatically be merged in the new word document based on the selected template.
Comment